User Roles

The following table identifies the user roles available for the Servicing Transfer Manager tool:

User Role Access
STM - External Portfolio Transfer Analyst
  • Manage portfolio transfer requests (Transfer Requests) on the Transfer Request submenu
  • Enter or Import Portfolio Transfer Requests/STOS (Subsequent Transfer of Servicing/Form 981) and Intra (Intra-Servicer Portfolio Move)
  • Retrieve, view, and print activity reports
STM - External Read Only Analyst
  • Retrieve, view, and print activity records

 

Adding and Modifying User Roles

You can add new or modify existing user roles using Access Manager, a self service system that allows you to create, manage, and provision administrator and user access to certain Freddie Mac technology tools.

For more information on how to add new users and/or modify existing user roles, refer to the Getting Started with Access Manager Tutorial.

 

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

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