Rate Sheet Templates

Select the Rate Sheet Template name.

Manage Templates

Click to manage existing cash rate sheet templates for your organization (i.e., delete and export to a PDF).

Primary Rate Sheet Parameters. The system defaults to Mandatory, Servicing-Retained, and Contract Level Pricing.

Contract Option

Select Best Efforts.

Servicing Option

Select Retained / CTOS (Concurrent Transfer of Servicing).

Retained = Seller retains the Servicing Rights of the Mortgage.

CTOS = when you transfer servicing to a Servicer of your choice for loans sold through Co-Issue XChange under a Form 960, Concurrent Transfer of Servicing Agreement. The Servicer selected by the Seller must be a Freddie Mac-approved Servicer eligible to service the particular mortgage, and Freddie Mac must approve the Transfer of Servicing in accordance with Guide Chapter 7101.

Pricing Detail

Select Contract Level Pricing. Some contract level parameters, may be subject to Exhibit 19, Credit fees, fee credits or Servicing Released Premium (SRP) price adjustments.

Fields marked with an * are required to obtain a price.

Standard Rate Sheet Parameters

Servicing Spread

The system defaults to .25%.

Click the drop-down to select other available Servicing Spreads.

Interest Rate*

Clicking the checkbox for “All Interest Rates” gives you price quotes for all interest rates offered by Freddie Mac.

Interest Rate Range

Enter an interest rate range or click the drop-down menu to select interest rates.

Other Interest Rate

Enter up to three odd interest rates (rates that do not fall on the 1/8th of one percent).

Fields marked with an * are required to obtain a price.

Choose Contract Product*. The system defaults to All Products.

All Fixed Only

Click to select all fixed-rate products.

Note: To select a specific product, click the drop-down arrow to the right of Fixed Products or key in a predictive search value such as 20 to search for 20-year products. Note, Super Conforming Cash Specified Pool Types (CSPU) are eligible for the Best Efforts execution.

Fields marked with an * are required to obtain a price.

Contract Period*

Contract Period

Click the checkbox "All" to select all standard contract periods or click the specific standard contract periods you want.

Other

Enter up to three, non-standard contract periods. For example, 37 days.

Buttons on bottom of page

REQUEST CASH RATE SHEET

Click to download or view prices.

SAVE AS NEW TEMPLATE

Click to save the selected parameters as a new template.

Online Help

Click to access Loan Selling Advisor’s context specific online help system.

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This information is not a replacement or substitute for the requirements in the Freddie Mac Single-Family Seller/Servicer Guide or any other contractual agreements. This information does not constitute an agreement between Freddie Mac and any other party. © 2025 Freddie Mac.

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