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Investor Setup Checklist

1Company Information

2Company Contacts

3Rates

4Setup Instructions

MCT Sales Representative*
Company Name*
DBA (Doing Business As)*
NMLS ID*
Business Address*
Street Address City State ZIP Code

Primary Contact
Name*
First Last
Company Title
Email Address*
Phone Number*
Secondary Contact
Name
First Last
Company Title
Email Address
Phone Number

Agency Rates
Please check those that apply*
- Fannie Mae
- Freddie Mac
- Ginnie Mae
- None at this time
Best Efforts/Mandatory Rates
Please check those that apply*
- AFR
- AIG
- AmeriHome
- Caliber Home Loans
- Chase
- Citi
- CMG
- Farmington Bank
- The Federal Home Loan Banks
- FGMC
- Fifth Third Bank
- First Community Bank
- Flagstar Bank
- Franklin American
- Freedom Mortgage
- Gateway Mortgage Group
- Home Point Financial
- JP Morgan
- Lakeview
- M&T Bank
- Merchants Bank of Indiana
- Mr. Cooper
- NewRez
- Northpointe Bank
- PenFed
- PennyMac
- Planet Home Lending
- Plaza Home Mortgage
- Provident Funding
- Redwood Trust
- Rushmore
- Servion Mortgage
- SunTrust
- Sun West Mortgage
- Texas Capital Bank
- TMS
- US Bank
- Village Capital
- Wells Fargo

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
Accepted file types: xls, xlsx, doc, docx, pdf, Max. file size: 50 MB, Max. files: 5.
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
Accepted file types: xls, xlsx, doc, docx, pdf, Max. file size: 50 MB, Max. files: 5.
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
Accepted file types: xls, xlsx, doc, docx, pdf, Max. file size: 50 MB, Max. files: 5.
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*
Max. file size: 50 MB.
Conventional Administrative/Funding Fee
Investor Fee:
Government Administrative/Funding Fee
Investor Fee:
Name
This field is for validation purposes and should be left unchanged.

Δ

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