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System – to – System Access to Freddie Mac’s Loan Product Advisor

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Presentation on theme: "System – to – System Access to Freddie Mac’s Loan Product Advisor"— Presentation transcript:

1 System – to – System Access to Freddie Mac’s Loan Product Advisor
Point Setup

2 Legal Disclaimer The information presented is confidential and proprietary to Calyx Technology, Inc., dba Calyx Software (“Calyx”), and may not be disclosed without the permission of Calyx. The purpose of this presentation is to provide information, rather than advice or opinion. It is accurate to the best of the speaker’s knowledge as of the date of the presentation. To the extent that this presentation contains any examples, please note that they are for illustrative purposes only and any similarity to actual individuals, entities, places or situations is unintentional and purely coincidental. In addition, any examples are not intended to serve as legal advice. No part of this presentation may be modified, printed, or presented without the permission of Calyx. © Calyx Technology, Inc. 2018. Calyx and Calyx Software are registered trademarks of Calyx Technology, Inc. All rights reserved.

3 Agenda Obtain New Credentials Set Company Defaults
LPA Setup - Required Fields Establish Folder Security

4 Understanding the New Login Credentials
Freddie Mac no longer issues individual user logins to access Loan Product Advisor (LPA) they assign a company login. Login credentials are stored in a location that can be secured by your Point Administrator (Utilities > Company Defaults > Freddie Mac LPA System-to-System)

5 Understanding the New Login Credentials
The login details under the Utilities menu are stored per data folder. Local Data Folder for Most Point Users If there are several data folders to which loans will be submitted to the LPA interface. the login credentials will need to be configured from each data folder containing loan files that will be submitted to the LPA interface.

6 Entering Credentials (Seller Servicer)
Required Entries Enter Company Level ID Enter Password Authentication - Password is hidden, can NOT copy and paste Enter LPA Password Enter Seller Servicer #

7 Entering Credentials (TPO or NOTP)
Required Entries Enter Company Level ID Enter Password Authentication - Password is hidden, can NOT copy and paste Enter LPA Password Enter Seller Servicer # TPO’s & NOTP’s are not assigned a Seller Servicer # TPO Enter NOTP Enter Enter Third Party Origination # Enter Non Origination Third Party #

8 LPA Browser integration – Sunsets 12-31-2018
Switching to Loan Product Advisor S2S provides the following benefits: Faster login and automated results Seamless integration - no login required after initial setup Fewer clicks Edit loan file directly from Point Registering is easy, just complete the online form at

9 Customer Support Contact Center
Contact Information Freddie Mac Customer Support Contact Center 800-FREDDIE 8:00am to 9:00pm ET Customer Relationship Managers Dedicated Customer Service


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