MPF Guides
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The MPF Guides outline program and product specific requirements and processes Participating Financial Institutions must follow in order to participate in the Mortgage Partnership Finance Program.
MPF Guides
» MPF Program Guide
» MPF Traditional Selling Guide
» MPF Traditional Servicing Guide
»MPF Xtra Selling Guide
» MPF Xtra Servicing Guide
» MPF Government MBS Selling Guide
» MPF Government MBS Servicing Guide
» MPF Direct Selling Guide
- MPF Direct Representations and Warranties
- MPF Direct Exhibit Q-D: Select QM Program Eligibility Guide
- MPF Direct Exhibit R-D: Select 90 QM Program Eligibility Guide
- MPF Direct Exhibit S-D: Choice QM Program Eligibility Guide
- MPF Direct Exhibit T-D: Redwood Jumbo Program Eligibility Supplement
- MPF Direct Exhibit V-D: Select Non-QM Program Eligibility Guide
- MPF Direct Exhibit W-D: Choice Non-QM Program Eligibility Guide
- MPF Direct Exhibit X-D: Quick Reference Guide - QM Programs Only
- MPF Direct Exhibit Y-D: Quick Reference Guide - All Programs
» MPF Direct Product Exhibit A-D Mortgage File Document Requirements
» MPF Direct Exhibit B-D: Recorded/Final Documents Checklist
» MPF Direct Exhibit C-D: Tax Information Sheet
» MPF Direct Exhibit D-D: Confirmation and Final Funding Schedule
» MPF Direct Exhibit E-D: Transaction Confirmation and Loan Activity Report
» MPF Direct Exhibit F-D: Lock Confirmation
» MPF Direct Exhibit G-D- Request for Release of Documents
» MPF Direct Exhibit H-D: Bailee Letter
» MPF Direct Exhibit I-D: Conditions Report
» MPF Direct Exhibit J-D: Tax Bill Authorization
» MPF Direct Exhibit: K-D Exception Request Form
» MPF Direct Exhibit L-D: Early TRID Issues
» MPF Direct Exhibit M-D: Portal Client User Management Guide
» MPF Direct Exhibit N-D: Portal User Guide
» MPF Direct Exhibit Q-D: Select QM Program Eligibility Guide
» MPF Direct Exhibit R-D: Select 90 QM Program Eligibility Guide
» MPF Direct Exhibit S-D: Choice QM Program Eligibility Guide
» MPF Direct Exhibit T-D: Redwood Jumbo Program Eligibility Supplement
» MPF Direct Exhibit U‐D: Shellpoint Notice of Servicing Transfer
» MPF Direct Exhibit: V-D Select Non-QM Program Eligibility Guide
» MPF Direct Exhibit W-D: Choice Non-QM Program Eligibility Guide
» MPF Direct Exhibit X-D: MPF Direct Quick Reference Guide-QM Programs Only
» MPF Direct Exhibit Y-D: MPF Direct Quick Reference Guide
MPF Direct Glossary:
» MPF Direct Glossary
The MPF Custody Manual establishes the MPF Program procedures and requirements for a third party Custodian or a Participating Financial Institution acting as its own Custodian.
» MPF Custody Manual
» Exhibit 1 - MPF Custodian Application
» Exhibit 2 - Officers Certification
» Exhibit 3 - Designated Officer Form
Each product specific MPF Guide may have references to various forms and exhibits. When utilizing the MPF Guides the Participating Financial Institutions will need to refer to the exhibits for guidance or submit specific forms when applicable. Please note that the same form or exhibit may be referenced in multiple MPF Guides. Product specific exhibits will be noted with an extension in relation to the product. Exhibits specific to the MPF Direct product will be noted with a "D" extension (ex: Exhibit A-D), the MPF Xtra product will be noted and "X" extension (ex: Exhibit A-X) and MPF Government MBS will be noted with an "M" extension (ex: Exhibit A-M). The Glossary provides definitions to terms referenced within the MPF Guides. Unless a different definition is specifically provided within the MPF Guides, the words and phrases referenced within the Glossary shall have the definition as provided when they are used in the MPF Guides.
» Glossary
Exhibits:
» Exhibit A: Anti-Predatory Lending Category
» Exhibit A: 2020 MPF Traditional Product Investor Reporting Calendar
» Exhibit A: 2021 MPF Traditional Product Investor Reporting Calendar
» Exhibit A-X: 2020 MPF Xtra Investor Reporting Calendar
» Exhibit A-X: 2021 MPF Xtra Investor Reporting Calendar
» Exhibit B: Delinquent Mortgage & Bankruptcy Status Report Instructions
» Exhibit B: Delinquent Mortgage & Bankruptcy Report - Excel Template
» Exhibit C: ASCII Text File Layout
» Exhibit D: Electronic Transmission - Excel Data File Format
» Exhibit E-M: 2020 MPF Government MBS Investor Reporting Calendar
» Exhibit E-M: 2021 MPF Government MBS Investor Reporting Calendar
» Exhibit F: Colonial Savings Concurrent Servicing Sale Manual
» Exhibit F-M: Nationstar Mortgage LLC Concurrent Servicing Sale Manual
» Exhibit F-X: Mortgage Insurance Disclosure
» Exhibit H: MPF Program Custodian - Document Codes
» Exhibit I: MPF Program Custodian - Exception Codes
» Exhibit J: Frequently Asked Questions and Answers of the MPF Program Custodian
» Exhibit K: Initial Certification Review Checklist for MPF Traditional
» Exhibit K-M: Initial Certification Review Checklist Government MBS
» Exhibit K-X: Initial Certification Review Checklist for MPF Xtra
» Exhibit L: Government Mortgage Final Certification Review Checklist
» Exhibit N: 2021 Conventional High-Cost Area Loan Limits
» Exhibit P: Agreement by Beneficiary and Trustee to Notify Lender of a Sale or Transfer of Interest - Purchasing
» Exhibit Q-X: Special Feature Codes
» Exhibit R: Verbal Verification of Employment
» Exhibit S-M: MPF Government MBS Mortgage Document File Coversheet and Checklist
» Exhibit S-X: Detailed Reference List of Required or Conditionally Required ULDD Fields
» Exhibit T: MPF Directory
» Exhibit T-X: MPF Program 4506-T
» Exhibit T-X: MPF Program 4506-C
» Exhibit U: Non-FHLB AHP Program Guideline Checklist
» Exhibit V: Approved Mortgage Insurers
» Exhibit W: CMC Funding Whole Loan Servicing Transfer Manual- Traditional
» Exhibit W-X: CMC Funding Servicing Transfer Manual- MPF Xtra
» Exhibit Y: Uniform Residential Loan Application
Forms:
» Form OG1: Instructions on Completing the OG1
» Form OG2: Instructions on Completing the OG2
» Form OG3: Loan Presentment Request
» Form SG300: Monthly Summary and Remittance Recap
» Form SG301-X: MPF Xtra Monthly Remittance Recap
» Form SG320: P&I Custodial Account Reconciliation
» Form SG320A: P&I Custodial Account Reconciliation
» Form SG321: T&I Custodial Account Reconciliation
» Form SG321A: T&I Custodial Account Reconciliation
» Form SG322: Custodial Buydown Account Reconciliation
» Form SG331: Property Inspection Report
» Form SG332: Calculation of Realized Loss or Gain
» Form SG334: Notice of Acquired or Conveyed Property
» Form SG337: High Level Concern (HLC) Mortgage Notification
» Form SG340: Request for Release of Documents - MPF Traditional and MPF Xtra
» Form SG340M: Request for Release of Documents - MPF Government MBS
» Form SG342: Property Insurance Loss Draft Notification
» Form SG343: MI Cancellation Notice
» Form SG350M: Uninsurable Government MBS Mortgage Loan Notification
» Form SG354: Workout Worksheet
» Form SG360: Servicing Transfer Notice
» Form SG361-X: MPF Xtra Servicing Transfer Notice
» Form SG370-X: MPF Xtra Investor Reporting Change Request
» Form SG400: Loan Workout Plan
» Form SG401: Temporary Loan Payment Modification Agreement
» Form SG402: Borrower Hardship Certification
» Form SG403: Exception Clearing Report
» Form SG404: Bidding Instructions
» Form SG405: REO Marketing Plan
