Investor Setup Checklist | Mortgage Capital Trading (MCT)

Fannie Mae Setup

Step 1: Create a new User Group.
More information on how to create a User Group.

User Group Name: MCT User Group
Address: Your Company Business Address.
Point Of Contact
First Name: Pricing
Last Name: Group
Address:
350 10th Avenue, Suite 850
San Diego, CA 92101
Phone Number: (619) 543-5111
Email Address: PricingGroup@mctrade.net

Step 2: Create a new System ID for MCT to facilitate a system-to-system transaction using Fannie Mae Technology applications and APIs.
More information on how to create a System ID.

Step 3: Assign System ID to MCT User Group

System ID Title: MCT
System ID Description: MCT API
System ID Email Address: PricingGroup@mctrade.net

Step 4: Grant System ID access to Fannie Mae applications.
More information on how to grant access to an Application.

System ID*

Seller/Servicer ID*

Fannie Mae Applications*

Select the application(s) you have assigned to the System ID based on availability within your organization.

Pricing & Execution - Whole Loan
Pricing & Execution - MBS
Servicing Marketplace

Servicing Options*

Servicing-Retained
Servicing-Released

Please list your established relationships in Servicing Marketplace:

Enter "N/A" if this does not apply.

Please list your Co-Issue Servicer relationships:

Enter "N/A" if this does not apply.

MSR Valuation Type*

MCT Generic MSR
Third Party MSR
In-house MSR
Other
Not applicable/None at this time

Please Attach MSR Grid(s)

Drop files here or

Administrative/Funding Fee

Fannie Mae Fee:

Freddie Mac Setup

Step 1: Create a New User for MCT only.
More information on how to set up a User using Access Manager here.

Step 2: Grant User access to Freddie Mac’s Loan Selling Advisor.

Username*

Password*

Seller/Servicer ID Number*

Master Commitment (Pricing Identifier) Number*

Enter N/A if this does not apply.

Freddie Mac Contract Options*

Mandatory
Best Efforts (Fixed Only)

Freddie Mac Servicing Options*

Released
Retained
Cash-Released XChange
Co-Issue XChange

Typical Loan Amount*

Typical State Code*

State

Please list your Co-Issue Servicer relationships:

Type "N/A" if this does not apply.

Freddie Mac MSR Valuation Type*

MCT Generic MSR
Third Party MSR
In-house MSR
Other
Not applicable/None at this time

Please Attach MSR Grid(s)

Please attached grids for Co-issue and Retained

Drop files here or

Administrative/Funding Fee

Freddie Mac Fee:

Ginne Mae Setup

Ginnie Mae Seller/Servicer ID*

Ginnie Mae Co-issue transaction*

Please list your Co-Issue servicing buyers

Type "N/A" if this does not apply.

Ginnie Mae MSR Valuation Type*

MCT Generic MSR
Third Party MSR
In-house MSR
Other
Not applicable/None at this time

Please Attach MSR Grid(s)

Please attach grids for Co-issue and Retained

Drop files here or

Administrative/Funding Fee

Ginnie Mae Fee:

AFR Setup

Creating a new user account is not required.

Conventional Administration/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

AIG Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Amerihome Setup

Creating a new user account is not required.

Step 1: Submit a request with your Account Executive to add your rate sheet to the MCT Pricing SFTP site.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Caliber Setup

Step 1: Create a User Account for MCT only.
Please use email address PricingGroup@mctrade.net for User Account Setup.*

Username*

Password*

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Chase Setup

Step 1: Create a Chase Service Account for MCT use only.

Please use email address PricingGroup@mctrade.net for User Account Setup.*

Step 2: Set User Access Level to "Service Account: Rates and Pricing Only". *

Chase Seller ID*

Chase Username*

Chase Password*

Conventional Administrative/Funding Fee
Investor Fee:

Government Administrative/Funding Fee
Investor Fee:

Citi Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee
Investor Fee:

Government Administrative/Funding Fee
Investor Fee:

CMG Setup

Creating a new user account is not required.

Conventional Administration/Funding Fee
Investor Fee:

Government Administrative/Funding Fee
Investor Fee:

Farmington Bank Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee
Investor Fee:

Government Administrative/Funding Fee
Investor Fee:

Federal Home Loans Bank Setup

Please Select Which FHLB Bank Location*
FHLBank of Atlanta
FHLBank of Boston
FHLBank of Chicago
FHLBank of Cincinnati
FHLBank of Dallas
FHLBank of Des Moines
FHLBank of Indianapolis
FHLBank of New York
FHLBank of Pittsburgh
FHLBank of San Francisco
FHLBank of Topeka

FHLBank of Atlanta Username*

FHLBank of Boston Username*

FHLBank of Chicago Username*

FHLBank of Cincinnati Username*

FHLBank of Dallas Username*

FHLBank of Des Moines Username*

FHLBank of Indianapolis Username*

FHLBank of New York Username*

FHLBank of Pittsburgh Username*

FHLBank of San Francisco Username*

FHLBank of Topkea Username*

FHLBank of Atlanta Password*

FHLBank of Boston Password*

FHLBank of Chicago Password*

FHLBank of Cincinnati Password*

FHLBank of Dallas Password*

FHLBank of Des Moines Password*

FHLBank of Indianapolis Password*

FHLBank of New York Password*

FHLBank of Pittsburgh Password*

FHLBank of San Francisco Password*

FHLBank of Topkea Password*

Conventional Administrative/Funding Fee
Investor Fee:

Government Administrative/Funding Fee
Investor Fee:

FGMC Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee
Investor Fee:

Government Administrative/Funding Fee
Investor Fee:

Fifth Third Bank Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee
Investor Fee:

Government Administrative/Funding Fee
Investor Fee:

First Community Bank Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee
Investor Fee:

Government Administrative/Funding Fee
Investor Fee:

Flagstar Bank Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee
Investor Fee:

Government Administrative/Funding Fee
Investor Fee:

Franklin American Setup

Step 1: Create a User Account for MCT only.

Please use a company email address for User Account setup.*

Email*

Password*

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Freedom Mortgage Setup

Step 1: Create a Freedom Mortgage user account for MCT use only.

Please use the email address. PricingGroup@mctrade.net for account setup.

Freedom Mortgage User ID*

Freedom Mortgage Password*

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Gateway Mortgage Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Home Point Financial Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

JP Morgan Setup

Creating a new user account is not required.

Administrative/Funding Fee

Investor Fee:

Lakeview Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

M&T Bank Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Merchants Bank of Indiana Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Mr. Cooper

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

NewRez Setup

Create a NewRez user account for MCT use only.*

Please use the email address PricingGroup@mctrade.net for account setup.

MCT's NewRez user account has been created

Company ID*

NewRez Username*

NewRez Password*

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Northpointe Bank Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

PenFed Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

PennyMac Setup

Rate Sheet Access*

Reach out to your PennyMac account executive and request to have your ratesheet added to the MCT pricing SFTP site.

We have received confirmation that our ratesheet has been added to the MCT pricing SFTP site

PennyMac Seller ID*

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Planet Home Lending Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Plaza Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Provident Funding Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Redwood Trust Setup

Creating a new user account is not required.

Administrative/Funding Fee

Investor Fee:

Rushmore Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Servion Mortgage Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

SunTrust Setup

Step 1: Create a User Account for MCT only.

Please use the email address PricingGroup@mctrade.net for account setup.

SunTrust Username*

SunTrust Password*

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Sun West Mortgage Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Texas Capital Bank Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

TMS Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

US Bank Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Village Capital Setup

Creating a new user account is not required.

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Wells Fargo Setup

Creating a new user account is not required.

Wells Fargo Seller ID*

Please attach your current Wells Fargo SRP grid*

Conventional Administrative/Funding Fee

Investor Fee:

Government Administrative/Funding Fee

Investor Fee:

Phone

This field is for validation purposes and should be left unchanged.

Primary Contact

Secondary Contact

Agency Rates

Best Efforts/Mandatory Rates

Fannie Mae Setup

Freddie Mac Setup

Ginne Mae Setup

AFR Setup

AIG Setup

Amerihome Setup

Caliber Setup

Chase Setup

Citi Setup

CMG Setup

Farmington Bank Setup

Federal Home Loans Bank Setup

FGMC Setup

Fifth Third Bank Setup

First Community Bank Setup

Flagstar Bank Setup

Franklin American Setup

Freedom Mortgage Setup

Gateway Mortgage Setup

Home Point Financial Setup

JP Morgan Setup

Lakeview Setup

M&T Bank Setup

Merchants Bank of Indiana Setup

Mr. Cooper

NewRez Setup

Northpointe Bank Setup

PenFed Setup

PennyMac Setup

Planet Home Lending Setup

Plaza Setup

Provident Funding Setup

Redwood Trust Setup

Rushmore Setup

Servion Mortgage Setup

SunTrust Setup

Sun West Mortgage Setup

Texas Capital Bank Setup

TMS Setup

US Bank Setup

Village Capital Setup

Wells Fargo Setup

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