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A2-5-01, Ownership and Retention of Individual Mortgage Loan Files and Records (02/14/2024)

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.
  • Selling Guide A2-4.1-04, Notarization Standards for requirements for notarization, including audio-visual aided remote ink-signed notarization (RIN).


Recent Related Announcements

The table below provides references to recently issued Announcements that are related to this topic.

Announcements Issue Date
Announcement SVC-2024-01 February 14, 2024
Announcement SVC-2022-07 October 12, 2022
Announcement SVC-2021-04 July 14, 2021