Servicing Learning Center

• COVID-19 Payment Deferral and Payment Deferral Using SMDU or HSSN
• Custodial Accounting: Verification of Cashbook Balances for P&I Custodial Reconciliation Form 496
• Detailed Reporting Trial Balance (DRTB)
• Remitting and Reporting Short Sale
• Investor Reporting Reconciliation
• Seller/Servicer Initiated Post-Purchase Adjustments
• Servicer Performance & Incentives – Investor Reporting Metrics
• Transaction Type 96 – Loan Activity Reporting
• Using the DMDC SCRA Website Database

eBoutique

• eBoutique Reverse Mortgage Servicing User Guide

eTransfers

• eTransfers Upload File Conversion Tool 
• eTransfers Upload File Conversion Tool (Excel)
• eTransfers User Guide

Servicer's Reconciliation Facility (SURF) 

• SURF Collection
• SURF Internet Settings

Cash Remittance System

• Cash Remittance System User Guide

• Master Servicing Operations
• Master Servicing - Payment Deferral and COVID-19 Payment Deferral

• How Modifications Affect Investor Reporting
• Introduction to Investor Accounting: Remitting, Reporting, and Reconciling for Actual/Actual Loans
• Loan Reclassification
• Resolving Failed Business Rules and Hard Rejects for Modified Loans
• Transaction Type 83 - Interest Rate/Payment Change Reporting
• Transaction Type 89 - Mortgage Insurance Discontinuance
• Hard and Soft Rejects
• Loan Reinstatement / Readd Process
• Servicemembers Civil Relief Act

• HSSN Delinquent Loan Reporting and Reclassification Timeline
• eTransfers Upload File Conversion Tool

• Completing the Reconciliation of Mortgage Portfolio Form 473 – Schedule 1
• Completing the Reconciliation of Interest Rate/Pass-Through Rate Form 473A – Schedule 2
• Completing the Shortage/Surplus Reconciliation for Reporting Period Form 472 – Schedule 3
• Data Access Authorization Form (DAA)
• 1022 | (SCRA Reporting and Disbursement Request Form)
• 180 | (Request for Military Indulgence) Form 472 Reconciliation of Shortage/Surplus
• 472 | Reconciliation of Shortage/Surplus (Excel)
• 472 | Schedule 3 Supplement
• 472 | Schedule 3 Supplement (Excel)
• 473 | Reconciliation of Mortgage Portfolio
• 473 | Reconciliation of Mortgage Portfolio (Excel)
• 473A | Reconciliation of Interest Rate/Pass-Through Rate
• 473A | (Excel)
• 496 | Principal and Interest (P&I) Custodian Account Analysis
• 512 | Reconciliation of Mortgage Portfolio - S/S MBS & MRS (Excel)
• 512 | Reconciliation of Mortgage Portfolio - S/S MBS & MRS
• 571 | Cash Disbursement Request
• Request for Approval of Servicing or Subservicing Transfer

• COVID-19 Payment Deferral and Payment Deferral Using SMDU or HSSN
• HSSN Delinquent Loan Reporting and Reclassification Timeline
• HomeSaver Solutions Network (HSSN)
• Remitting and Reporting Short Sale
• Broker Price Opinions (BPOs) and the Valuation Process
• Early Delinquency Counseling

Default Management Reporting System (DMRS)

• DMRS

Asset Management Network

• HSSN Extend Mod Disaster Relief
• REOGram
• Broker Price Opinions (BPOs) and the Valuation Process
• Automated Property Service (APS) for Modifications and Mortgage Release User Guide

Servicing Management Default Underwriter (SMDU)

• SMDU UI Guide
• SMDU Disaster Modification Submission

• Bankruptcy Cramdown
• Imminent Default Evaluation

• Flex Modification
• Homeowner Retention Options
• Loss Mitigation Overview for Servicers

• REOGram Collection 

• Fannie Mae Connect Delinquency Exception Details Report
• Servicer Expense Reimbursement
• LoanSphere Copy and Resubmit Claims
• LoanSphere Line Items Search Tool
• Viewing Claims in Pending Submitter (Servicer) Review Status
• Expense Reimbursement Dashboard Exception Dictionary
• Expense Reimbursement Dashboard Exception Analysis
• Expense Reimbursement Dashboard Data Extract Options

• Inquiry Response Tool (IRT) Submitter User Manual

• Fannie Mae Invoicing
• Expense Reimbursement Dashboard

• Expense Reimbursement Line Item Search Tool

• Introduction to Investor Accounting: Remitting, Reporting, and Reconciling for Actual/Actual Loans

• REO/Corporate ACH (Direct Deposit) Form
• ACH (Direct Deposit) For Your REO Reimbursement

Default Management Reporting System (DMRS)

• DMRS Module 1 Training: Getting Started
• DMRS Module 2 Training: DMRS Data
• DMRS Module 3 Training: Contextual Validation Exceptions Report
• DMRS Module 4 Training: Event Spreadsheet Upload
• DMRS Module 5 Training: Event Direct Entry
• DMRS Module 6 Training: BRE Active Exceptions Report

Loan Quality Connect (LQC)

• LQC File Transfer

Loan Servicing Data Utility (LSDU)

• How to Use LSDU
• Getting Ready for LSDU

Servicing Management Default Underwriter (SMDU)

• Case Management with SMDU UI Demo
• Overview and Sample Workflows (6 minutes) 
• How to Log In and Navigate (5 minutes)
• Evaluate for a Workout (9 minutes)
• Evaluation History Overview (5 minutes)
• Create a Manual Submission (10 minutes)
• Record Trial Payments (5 minutes)
• Cancel and Resubmit a Case (4 minutes)
• Close a Case (10 minutes)
• Evaluate for Final (7 minutes)
• Evaluate for First Time Final (9 minutes)
• Evaluate for Imminent Default (7 minutes)

Technology Manager 

• Related Training: Technology Manager

• Forbearance Script - Chinese
• Forbearance Script - Korean
• Forbearance Script - Spanish
• Forbearance Script - Tagalog
• Forbearance Script - Vietnamese
• Multi-Language Resources for Servicers