Servicing Guide

Published September 9, 2020

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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 A2-4: Individual Mortgage Loan Files and Records for the following requirements:

  • Selling Guide A2-4.1-01, Establishing Loan Files for information on documentation requirements and managing the individual loan file.

  • Selling Guide A2-4.1-02, Ownership and Retention of Loan Files and Records for information on records retention.

  • Selling Guide A2-4.1-03, Electronic Records, Signatures, and Transactions for information related to maintaining electronic records and data integrity.

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Customers Recommend Ask Poli

If you have additional questions, Fannie Mae customers can visit Ask Poli to get information from other Fannie Mae published sources.

Guide Resources

For a comprehensive list of resources such as access forms, announcements, lender letters, notices and more.

Visit Selling and Servicing Guide Communications and Forms

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