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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D2-4-02: Reporting a Workout Option to Fannie Mae (12/16/2015)

This topic contains information on reporting a workout option to Fannie Mae.

The servicer must report certain mortgage loans that receive a workout option to Fannie Mae. The servicer must follow the procedures in F-1-23, Reporting a Workout Option via Fannie Mae’s Servicing Solutions System for the requirements for reporting the applicable workout option to Fannie Mae.

Additionally, the servicer must report receipt of Trial Period Plan payments to Fannie Mae in a timely manner particularly for MBS mortgage loans that are not subject to Fannie Mae’s automatic reclassification process as discussed in A1-3-06, Automatic Reclassification of MBS Mortgage Loans. 

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