Servicing Guide

Published June 10, 2020

The Servicing Guide is organized into parts that reflect how lenders generally categorize various aspects of their business relationship with Fannie Mae. To begin browsing, select from any of the sections below. You may also download the entire Servicing Guide in PDF format.

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A2-5-01: Ownership and Retention of Individual Mortgage Loan Files and Records (12/13/2017)

See the Selling Guide Chapter A2-5: Individual Mortgage Loan Files and Records for the following requirements:

  • Selling Guide A2-5.1-01, Establishing Loan Files for information on documentation requirements and managing the individual loan file.

  • Selling Guide A2-5.1-02, Ownership and Retention of Loan Files and Records for information on records retention.

  • Selling Guide A2-5.1-03, Electronic Records, Signatures, and Transactions for information related to maintaining electronic records and data integrity.

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