ADR (Freddie Mac)

This view is for attorneys, paralegals, and law firm staff who work Freddie Mac foreclosure and bankruptcy referrals in the ADR web interface. It’s an HTML edition of the ADR Attorney User Guide.

The PDF is the authoritative original

This page is the ADR Attorney User Guide, rewritten for the web. Your screens may differ slightly from the screenshots. Names, loan numbers, and email addresses are hidden in the screenshots.

Servicers have their own guide in the Power user view. Firms and vendors that report from a case management system should read the Developer view.

Before you start

Supported browsers

The guide lists these compatible browsers. ADR shows an error and denies access to browsers that aren’t on the list.

Browser	Minimum version
Google Chrome	25
Firefox	17
Safari	5
Internet Explorer	11

If pages display badly, images are misaligned, or uploads fail, add www.freddiemacadr.com as a trusted site in your browser settings.

Screen conventions

• Required fields are underlined in red.
• Panels have a colored title bar. The arrow collapses the whole panel down to its bar. The plus sign expands or collapses the panel’s hidden sections. The plus becomes a minus while the sections are open.
• Options menus sit at the right of a panel’s title bar: + adds a record, the circular arrow refreshes the panel, and … opens more options, such as filters and exports.
• Blue hyperlinks open the record. If a case number isn’t blue, you don’t have access to that case.
• Priority messages: the red notification icon at the top right of the screen shows how many items need your attention, such as active holds and missing required documents.

Sign in

1. Go to https://www.freddiemacadr.com.
2. Enter your email address in the E-mail field. Your email address is your user name.
3. Enter your password.
4. Click Sign In. ADR opens the search page.

Reset your password

Either your firm’s Security Administrator sends you a password reset email (see Reset a user’s password), or you request one yourself:

1. On the sign-in page, click Forgot your password?
2. Enter your email address and click Reset.
3. Follow the instructions in the email you receive.

Passwords are case-sensitive and must follow Freddie Mac’s security guidelines:

• At least 8 characters
• At least one number, one capital letter, and one lowercase letter
• At least one of these special characters: ! @ # $ % ^ & * ( )
• Different from your previous 3 passwords

You must change your password every 90 days. ADR sends reminders before it expires. If it expires, your account is locked, and the next time you sign in, ADR tells you to contact your Security Administrator.

Find a loan

1. Click Home, or point to Home and select Loans. The loan search dashboard opens.
2. Type the 9-digit Freddie Mac loan number in the Search box at the top right and press Enter.

The search box searches whatever page you’re on. On Home > Foreclosures it finds foreclosures; on Home > Bankruptcies it finds bankruptcies.

For more search fields, click the down arrow next to the search box. The Loan Search panel lets you search by loan, servicer, state, investor (Freddie Mac) number, or status. Fill in the fields and click Search.

You only see loans in your firm’s coverage area, serviced by servicers your firm has a contract with. If you aren’t sure of your coverage area or contracts, check your organization’s details under Contacts > Organizations.

Click the loan number in the Loan column to open the Loan Summary page. It lists the loan’s borrowers and has a tab for each kind of process on the loan: Bankruptcies, Bid At Sales, Deficiencies, Foreclosures, Titles, Valuations, and Processes.

Manage users (Security Administrators)

Only users with the Security Administrator role can manage users. What every other user can see and edit depends on their roles.

Add a user

1. Select Contacts > Organizations.
2. Click your organization’s name. If your company has more than one organization, each is listed. The Organization Summary page opens.
3. In the Users panel, click +.
4. In the Register panel, enter First Name, Last Name, Email Address, and the System Roles to grant, then click Register. You return to the Users panel.
5. Select the new user’s row (click the row or check its box in the All column).
6. From the Options menu, select Activate Users, then click Okay. Active users show Yes in the Active column.
7. From the Options menu, select Send Password Reset, then click Okay. The user receives an email with instructions to set a password.

Add or remove a role

1. Find the user and select their row.
2. From the Options menu, select Add Role or Remove Role.
3. Choose the role from the Role list and click Save. The Roles column updates.

Deactivate, unlock, or reset a password

You can select more than one user at a time for each of these.

To	Select from the Options menu	Result
Deactivate users	Deactivate Users, then Okay	The Active column shows No.
Unlock users	Unlock Users, then Okay	The users can sign in again.
Reset a user’s password	Send Password Reset, then Okay	The users receive a password reset email.

Give a user access to more organizations

A firm that does business in several states may have one ADR organization per state. The state is appended to the organization name, for example “Example Law Firm, PC – MD”. To give an existing user access to another of your organizations:

1. Go to the organization the user needs access to.
2. Under the person icon, select Grant Access.
3. In the Grant Access dialog, select the user and click Save. The user now appears in that organization’s Users panel.

Role definitions

Permission	Security Administrator	Administrator	Agency	Attorney	Processor	Manager	View Only
Edit organization		✓
Manage worklists		✓				✓
Alter attorney information		✓
View dashboard	✓	✓	All orders	Assigned orders	Assigned orders	Assigned orders	Assigned orders
Add users	✓	✓	Internal users
Reset passwords	✓	✓	✓	Own password	Own password	Own password	Own password
Inactivate a user	✓	✓	Internal users
Add or remove roles	✓	✓	Internal users
Add documents to the organization	✓	✓	✓
Generate reports		✓	✓	✓		✓
Foreclosure summary		✓	✓	✓	✓	✓
Complete tasks		✓		✓	✓	✓
Complete total debt		✓		✓	✓	✓
Complete fees and costs		✓		✓	✓	✓
Complete bids		✓		✓	✓	✓
Complete reinstatement		✓		✓	✓	✓
Complete payoff
Bankruptcy summary		✓		✓	✓	✓
Configuration templates	✓	✓		✓	✓	✓
Create orders		✓		✓	✓	✓
Create messages		✓	✓	✓	✓	✓
Upload or delete documents the user uploaded		✓	✓	✓	✓	✓

The guide’s introduction describes the two roles most firms use. Security Administrator manages users; Attorney is for users who view and work the loans associated with their company.

Open a foreclosure

Freddie Mac provides limited loan data before a case is opened, so some loan fields may be empty when you open a foreclosure. The loan and property information fills in within 24 to 48 hours after the case is opened.

1. Find the loan (see Find a loan) and open its Loan Summary page. Freddie Mac loan numbers are 9 characters and can’t be changed.

2. Open the Foreclosures tab and click +.

   You can’t open a new foreclosure while another foreclosure on the loan is still open, whether your firm or another firm opened it. See Loan already has an active foreclosure.

3. Fill in the New Foreclosure form and click Save.

Field	What to enter
Foreclosure	The name or title of the case. It becomes the case’s link on the Foreclosures tab.
Status	Status
Product Category	Product type
Assigned Organization	Your firm. If your firm has an organization per state, choose the one for the property’s state, or you won’t be able to open the foreclosure.
Attorney Loan ID	Your attorney loan ID
Original Balance	Original loan amount
UPB Amount	Unpaid principal balance
Property Address, City, State, Postal Code	The property’s address
Date Opened	The date your firm received the referral, not necessarily the date you open it in ADR. It can’t be in the future.
Borrower First Name, Last Name	The borrower’s name
Co-Borrower First Name, Last Name	Required only if Co-Borrower is set to Yes

The due date for the first task is calculated from the start date you enter. If you enter the wrong start date, restart the foreclosure or close it and open a new one.

After you save, the case appears on the Foreclosures tab with status Open and your Date Opened. Your attorney case number appears as a blue link; click it to open the Foreclosure Summary page. If the case number isn’t blue, you don’t have access to the file; ask your Security Administrator for access.

Foreclosure title orders (Direct Title pilot)

Freddie Mac’s Direct Title pilot phases servicers in over time, and each servicer notifies you when it joins. When you open a foreclosure on a loan whose servicer is in the pilot, ADR orders a foreclosure title automatically. To learn how title ordering works, see Title Direct.

• The title order can take up to an hour to appear. Use the refresh icon on the loan’s Titles tab.
• In the title row, the Case # link opens the Title Summary page (see Titles). The flyout opens several titles on one page in tabs, Edit edits the row in place, and the i icon shows more about the title.

If a title order is needed but ADR didn’t create one:

1. On the Titles tab, click +.
2. Click the + to the left of New Title to expand the form.
3. Check the fields copied from the foreclosure for accuracy, fill in the remaining required fields, and click Save.

ADR validates the order when you save. If validation fails, correct the fields and save again. If the error doesn’t explain itself, email adr.support@quandis.com.

Loan already has an active foreclosure

If another firm handled an earlier foreclosure and never closed it, the Foreclosures tab shows that firm’s open case, and you can’t open yours.

1. Click the information icon in the case row to see the other firm’s contact details.
2. Ask that firm to close its foreclosure. Its status must be set to Closed.
3. If the firm doesn’t respond, contact Freddie Mac.

Related processes

The Related Processes tab on the Foreclosure Summary page lists every process on the loan, including foreclosures, bankruptcies, and repurchases.

Column	Shows
Template	The kind of process: Foreclosure, Bankruptcy, Motion for Relief, Proof of Claim, Foreclosure Title, and so on
Status	Open or Closed
Type	Judicial or non-judicial for foreclosures; Motion for Relief or Proof of Claim for bankruptcies
Opened, Closed	When the process was opened and closed
Process	A link to the process. For repurchases, it’s the Freddie Mac loan number.

Holds

A hold (also called a delay) records that a foreclosure or bankruptcy is paused, with a projected end date. Hold types include Account Current, Adequate Protection Order, and bankruptcy chapters 7, 11, 12, and 13. While a hold is open, it appears in the priority messages.

Place a case on hold

1. On the Foreclosure or Bankruptcy Summary page, open the Holds tab (to the right of Tasks) and click +.

2. Select the hold type from the Hold list and click Save.

   

3. Complete the hold:

   • Description defaults to the hold type. Keep it or enter your own.
   • Start defaults to today. It can be today or a past date, not a future date.
   • Projected is required: when you expect the hold to end. It can be today or a future date.
   • Comments defaults to “Delay added on date”. Keep it, add to it, or replace it.

4. Click Save. A priority message notification appears for the hold.

Reproject a hold

1. On the Holds tab, click the hold.
2. Change the Projected date. The Comments field fills in a default comment.
3. Click Save. The panel shows the new projected date.

Complete a hold

1. On the Holds tab, click the name of the open hold (a blue link).
2. Enter a date in the Completion – Actual field.
3. Click Save. The hold closes and its priority message clears.

To review a hold, look at it in the Holds panel or click its link for details.

Litigation detail

Litigation detail is a special hold for litigated matters. Follow your Freddie Mac guidelines on when to use it, and on whether to continue a foreclosure or bankruptcy while the litigation is resolved.

Add litigation detail

1. On the Holds tab, click + and choose Litigation Detail.
2. Fill in the Litigation Fields form and click Save.

Field	Rules and values
Start (required)	Defaults to today. Can be a past date, not a future date.
Projected (required)	Today or a future date: the date you’ll follow up on the litigation.
Comments	Defaults to a standard comment. Add why you’re creating the litigation detail.
Party Status Code (required)	FM Party Plaintiff, FM Party Defendant, FM Not Named
Litigation Status Code (required)	Complaint Filed, Dispositive Motion Filed, Discovery Period, Trial Date, Notice of Appeal Filed, Appellate Briefing Schedule, Post Trial Proceedings
Litigation Date (optional)	The trial date. Past, present, or future, but not before the Start date.
Litigation Claim Code (required)	Conservatorship issue or challenge; Federal Instrumentality status; Charter interpretation or challenge; Freddie Mac as Federal Agency or Government Actor claim; Constitutional claim, including due process; Class Action claim; MERS claim; Environmental claim; Order to Show Cause; Sanction Motion or Hearings; HAMP claim; Predatory Lending claim; Ability to Re-pay claim; Discrimination claim; Uniform Mortgage Instrument claim; Other

The Holds panel then shows the hold with its start, projected, and end dates and its number of days. For an open hold, days run from the start date to today; for a closed hold, from the start date to the end date. The litigation detail also appears in the priority messages; click its arrow for details. To review it from the Holds panel, click the icon next to the hold name.

End litigation detail

1. On the Holds tab, click the Litigation Detail link.
2. Enter the End date: today or a past date, not a future date.
3. The comment defaults to “Litigation Detail changed on MM-DD-YYYY”. Add the outcome of the litigation.
4. Click Save. ADR calculates the days on hold from the start and end dates and removes the priority message.

Update litigation detail

Open the Litigation Detail link on the Holds tab, make your changes, and click Save. The same date rules apply. You can reopen the hold by removing its End date, with two limits:

• If the End date is more than 180 days in the past, nothing can be changed. This preserves the record for auditing and reporting.
• Only one active hold can exist per case. If the case has another active hold, you can’t remove the End date.

View litigation detail revisions

Click the horizontal lines icon in the delay column. The change log lists who changed the litigation detail, when, and their comments.

Foreclosure tasks

Each foreclosure follows the workflow for its state and type (see State workflows). Each step is a task with an estimated, projected, and actual completion date.

Complete a task

1. Open the Tasks tab. To see every task rather than only the ones currently due, select All Tasks from the panel’s options menu.

   

2. Click the task name.

3. Enter the Actual date: today or a past date. It can’t be in the future, and it can’t be earlier than the completion date of the previous task.

4. The comment defaults to “Task name changed on date”. Keep it, add to it, or replace it.

5. Click Save. The Actual column shows the date you entered.

Complete Foreclosure Sale Held

Completing the Foreclosure Sale Held task also records the sale.

1. Click Foreclosure Sale Held.

2. Enter the sale date in the Actual field (not in the future, and not before the previous task’s completion date). The sale fields appear.

3. Fill in the required fields:

   Field	Rule
   Opening Bid Amount	Greater than 0
   Credit Bid Amount	Greater than 0
   Credit Bid Received	The date received
   Sale Amount	Greater than 0 when Sold To Name is Back to Beneficiary; greater than 100 when it’s Third Party
   Loan UPB Amount	Greater than 0
   Total Debt	Greater than 0
   Deficiency Status	The deficiency status
   Sold To Name	Back to Beneficiary or Third Party

4. If you chose Third Party, enter the third party’s Contact Name, Address, City, State, Postal Code, and Phone.

   

5. Click Save. The Actual column shows the sale date.

6. Refresh the page and expand the foreclosure panel (the down arrow to the left of Foreclosure in the title bar) to check the sale values. To check the UPB amount, click the loan number in the Foreclosure Summary panel and look at UPB Amount in the Loan Summary panel.

Reproject a task

A task’s projected date must be in the future. A past date gives the error “Tasks cannot be reprojected to a past date”.

1. Click the task name. The task opens for editing.
2. Enter the expected completion date in Projected, and explain the change in the comment.
3. Click Save.

You can’t project Sale Scheduled more than 360 days past its existing projected date. Reprojecting Foreclosure Sale Held requires a reason for the reprojection.

Bulk update tasks

You can complete or reproject many tasks at once from a spreadsheet:

1. Run the ADR – Case Load Next Task Due report (see Reports).

2. Add two columns at the far right named ActualCompletion and ProjectedCompletion. Leave every other column as it is.

   If you sort or filter, sort the whole sheet so the ID columns stay aligned with their rows. Misaligned rows update the wrong tasks.

3. Enter completion or projection dates. The usual rules apply: no future completion dates, no past projection dates. Tasks that need extra data when completed, such as Complaint Filed (court case number) and Sale Held (sale and bid information), can’t be updated this way.

4. Save the file.

5. Go to Home > Import Files. In the Import Dashboard panel, select Bulk Task Updates.

   If you don’t see it, open the panel’s … menu, change the view from By Template to By Setup, and clear the Show Active filter.

6. Drag the file onto the blue bar and check that it appears in the panel below.

7. Refresh the lower panel until the file reaches Complete or Error.

   • Error: email adr.support@quandis.com.
   • Complete: click the link in the Import File column and open the Logging tab to review each update. Click an error message to see why that row failed, such as a future completion date. Fix those cases in the web interface, or correct the rows and submit them again.

8. Spot-check a few cases to confirm their projected and actual dates.

Restart a foreclosure

To restart a foreclosure, for example after entering the wrong start date, you can close it and open a new one, or restart it:

1. On the Foreclosure Summary panel, open the menu next to Edit and select Restart.
2. Enter the new Restart Date, give a Reason, and click Save.

The foreclosure’s start date becomes the restart date, and a new timeline starts with the restart date as the completion date of Foreclosure File Received. ADR also adds a message for audit purposes.

Close a foreclosure

Close a foreclosure when it has gone to sale, was opened in error, or shouldn’t be open for any other reason, such as a servicer request.

1. On the Foreclosure Summary panel, click Edit.
2. Set Status to Closed, and enter a Date Closed and a Closed Reason. If the foreclosure went to sale, also enter the sale date.
3. Click Save.

ADR prompts you if required fields are missing. You may also need to upload required documents first; ADR warns you before closing, and the red notification icon lists what’s missing. If the UPB and original balance weren’t supplied when the case was opened (before the Direct Title pilot went live), they’re required to close it.

Close a foreclosure that went to sale

1. Complete the Foreclosure Sale Held task first. It’s often the last task. The sale information then appears in the Foreclosure Summary panel.
2. Edit the foreclosure, enter Date Closed, and set Status to Closed.
3. Choose Case Completed or Third Party Sale Completed as the Closed Reason, and click Save.

Required documents

In some states, Freddie Mac pursues deficiencies and requires specific documents before a foreclosure can be closed with the reason Case Completed or Third Party Sale Completed. If any are missing when you try to close, ADR shows “Required documents must be uploaded prior to closing process”.

See the required documents for a state

1. Click Support at the top of the screen and open the Required Documents tab. The first page of states and territories appears. To see more, change the rows per page.
2. Click your state. The documents required for that state are listed.
3. From the options menu, select Show Required Documents to list only required documents, or Show Non Required Documents to see the other document types you can upload.
4. To download the list, select Export to CSV or Export to Excel from the … menu.

See the required documents for a case

Click the red priority message icon at the top right of the Foreclosure Summary page and select Required Documents. The list shows what’s still missing for this case. Each document drops off the list when it’s uploaded with the right template.

Upload a required document

1. Open the Documents tab, click +, and select New Document.

2. Click the arrow icon to choose a file, or drag and drop it.

3. Select the Template that matches the required document.

   The template tells ADR which document you uploaded. If you choose the wrong template, ADR still lists the document as required, even if the file itself is correct.

4. Optionally enter a Description, and click Save.

Required documents can be PDF, .doc, or .docx files. There’s no size limit in current browsers. Internet Explorer 8 and 9 were limited to 2 MB.

Bankruptcies

ADR tracks two kinds of bankruptcy referral: a Motion for Relief (MFR) from the automatic stay and a Proof of Claim (POC). As with foreclosures, loan and property data may be missing until 24 to 48 hours after you open the case.

Open a Motion for Relief or Proof of Claim

1. On the Loan Summary page, open the Bankruptcies tab, click +, and select New Motion for Relief or New Proof of Claim.
2. Fill in the required fields: Bankruptcy, State of Filing, Filing Date, Court, Case Number, Chapter, Status, and Date Opened. Fill in anything else you know, such as your attorney case number and firm name.
3. Click Save. If anything required is missing, ADR tells you what.

The due date of the first task is calculated from the start date. If it’s wrong, close the bankruptcy and open a new one.

Complete bankruptcy tasks

Bankruptcy tasks work like foreclosure tasks, and every task is shown by default.

1. Open the Tasks tab and click the current task.
2. Enter the Actual completion date and a comment. A projected date may not be needed.
3. Click Save, and repeat for the next task.

Some tasks require documents. ADR tells you when, and you can attach them with the task’s Browse button.

To reproject a bankruptcy task, click it, enter a future Projected date and a comment, and click Save. Past dates give the error “Tasks cannot be reprojected to a past date”.

Close a bankruptcy

1. On the Bankruptcy Summary page, click Edit.
2. Set Status to Closed, and enter a Date Closed and a Closed Reason. ADR won’t save without all three.
3. Click Save.

Titles

Under the Direct Title pilot, attorneys work foreclosure title orders from Home > Titles.

Title dashboard and list

The first panel on the Title Home page is the Title Dashboard. The Count column shows how many titles match each group. Use the … menu to change the grouping, for example By Assigned Organization. Click a group to list its titles in the Title List panel below.

Title Summary page

Open a title to see its Title, Property, and Loan Summary panels, plus:

Panel	What you can do
Activity	Add, refresh, filter, and export (CSV or Excel) public records and transactions
Workflow	Add, refresh, filter, and export tasks and holds
Messages	Add, refresh, filter, and export messages
Documents	Add documents, folders, or bulk uploads; refresh; filter; zip and email; convert to PDF; merge into a single PDF; export the list. The title product appears here when the order is fulfilled.
Processes	Refresh, filter, and export related processes. Attorneys can’t add related processes.

Retrieve the title product

When the order is fulfilled, click the document link in the title’s Documents panel to download the product.

Beneficiary checks: title vendors are expected to deliver a beneficiary check (bene-check) within 24 hours of the order for every foreclosure title in a Trustee Sale Guarantee (TSG) state. ADR emails your firm when it’s available: to the primary email address on your Organization Summary if you have one, otherwise to all of your firm’s active Security Administrators. The bene-check is in the same Documents panel. Vendors label it differently.

Cancel a title order

1. Open the title’s Summary page. In the Tasks panel, select + New Task.

2. Select Send Cancel Title Request and click Save.

   

3. In the task, choose a Closed Reason and click Save. To hold off, click Cancel; you can come back to the task later.

You can’t cancel a title after the product has been received. ADR says so in the task, and you can only click Cancel.

The title vendor decides whether to accept the cancellation and whether to charge for it. Ask vendors directly about billing and their cancellation windows. Cancellations can take up to a day; if you don’t hear back within 24 hours, contact the vendor.

• Approved: the title’s status becomes Canceled, its Date Closed is filled in, and its Closed Reason is CANCEL/NO BILL. You can see this on the Title Home list, the loan’s Titles tab, and the Title Summary page.
• Denied: a message from the vendor appears in the title’s Messages panel.

Request a title update

After the product has been received, you can order updates on foreclosure titles:

1. On the title’s Summary page, in the Tasks panel, select + New Task.
2. Select Send Update Title Request and click Save.
3. Choose an Update Type (the list differs between TSG and non-TSG states), enter the instructions, including a good-through date if applicable, and click Save.

If the update isn’t allowed yet, for example because the product hasn’t arrived, the task shows why and you can only click Cancel. You can come back and save the task once the product arrives. Delivery times and update products vary by vendor.

Send a title order inquiry

1. In the title’s Messages panel, click +.
2. Select the Order Inquiry template, edit the subject, and write your question in the body. To also send it by email, enter addresses in To.
3. Click Save. The message is sent to the title vendor.

Vendor replies appear in the Messages panel. To read a full message, select Toggle Detail from the envelope icon menu.

Documents

1. Open the Documents tab and choose + New Document, + New Folder, or Bulk Upload.
2. Choose or drag the file, select the Template that matches the document type, and enter a description.
3. Click Save. The Documents panel lists the document name, who uploaded it, and when it was created and updated.

You can upload PDF, Word, Excel, PNG, and JPEG files.

• View a document: click its name. It opens according to your browser settings.
• Delete a document: select its row, choose Delete from the options menu, and click Okay.

Messages

1. Open the Messages tab and click +.
2. To use a template, select it. It fills in the subject and body. Otherwise leave the template at Select.
3. To email the message, enter addresses in To, separated by commas.
4. Click Save. The message appears in the Messages panel and is emailed to any recipients.

Smart Worklist

The Smart Worklist assigns users the tasks they need to complete or reproject. Tasks appear in each user’s queue. Open it from Home > Worklists. Only users with the Manager role can manage worklist items.

View the worklist

1. Go to Home > Worklists.
2. In the Summary by Worklist panel’s options menu, select By Worklist. You can also group By Team or By Person.
3. Click a worklist name, or a count in a column such as Items, Queued, or Started, to list its items in the Worklist Members panel.

Work with items

Select a worklist, check the items in the Items panel (or All), then choose an action from the options menu:

Action	What it does
Requeue Items, then Requeue	Clears the Completed or Cancelled date so the item returns to the worklist, where it can be assigned, completed, or cancelled.
Assign Items	In the Smart Worklist Items dialog, choose the label or user and click Okay. The panel shows the new assignment.
Complete Items, then Okay	Marks the worklist item complete and removes it from the Show Pending view.
Cancel Items	Marks the worklist item cancelled and removes it from the Show Pending view.

Completing or cancelling an item doesn’t change the case

Complete Items and Cancel Items only close the worklist item. They don’t complete or cancel the step on the case, which stays open until someone works it in the file. Use them only to clear items that are in the worklist by mistake, for example an item for a foreclosure that has already been closed.

Export the worklist

Select a worklist, then choose Export to CSV from the Worklist Members panel’s … menu. Open the file in Excel.

Reports

Run a report

1. Select Home > Reports. The report request page lists the available reports.
2. Click a report, then click + in the Report Request panel.
3. Fill in the parameters:
   • Label: a name for this report.
   • Schedule: Run once, Run weekly (choose the day and time), or Run monthly (choose the date and time).
   • Recipients: your email address is filled in. Add other recipients to notify them when the report is ready.
   • Start Date and End Date.
   • Process Templates, Chapters, and States default to All. Clear All to choose specific values. Chapters applies only to bankruptcy processes (Motion for Relief and Proof of Claim). If you select Foreclosure, the chapter boxes are highlighted in red because they don’t apply.
4. Click Submit. When the report is ready, its Delivered date is filled in.

Open a report

• From ADR: click the bars icon next to the report request, then click the report link. It opens as a spreadsheet.
• From email: the email comes from no-reply@quandis.com, with the report name and the date and time it ran in the subject. Click the report link. If you aren’t signed in, sign in first and the report downloads.

Report definitions

ADR – 90 Day Task Inactivity

Cases whose tasks have had no activity, such as a reprojection, for 90 days. Cases with an active hold are excluded.

Field	Description
Loan	Freddie Mac loan number
LoanStatus	Loan status
Servicer	The loan’s servicer
ServicerLoan	Servicer loan number
ServicerNumber	Servicer ID
Attorney	Attorney
AttorneyCaseID	Attorney case ID
State	The property’s state
ForeclosureID	Foreclosure ID
Status	Open or Closed
DecisionID	Decision ID
ImportForm	The step, such as Foreclosure File Received or Sale Scheduled
ProjectedCompletionDate	Estimated completion date
ElapsedDays	Number of days elapsed
ElapsedDaysGrouping	(No description in the guide)

ADR – Case Load Next Task Due

Every active case assigned to each firm you have access to, with the next task due in the next 365 days. Also the starting point for bulk task updates.

Field	Description
FMLoan	Freddie Mac loan number
AttorneyFirm	Attorney firm
Servicer	The loan’s servicer
ServicerLoan	Servicer loan number
CaseType	Foreclosure or bankruptcy
CaseID	The firm’s internal case number
Address, City, State, PostalCode	The property’s address
CaseOpen	The case’s start date, set by the firm
NextDueTask	The next task to complete
TaskEstimatedCompletion	Estimated completion date of the next task
TaskProjectedCompletion	Projected completion date of the next task
ActiveDelays	YES or NO: whether the case is on hold
ActiveDelayProjectedCompletion	Projected end date of the hold, if any

ADR – Milestone Average

Listed in the guide without a definition.

Foreclosure Document Deficiency

Cases where the Sale Scheduled task is complete and required documents are missing.

Field	Description
ForeclosureID	Foreclosure ID
AttorneyCaseNumber	Attorney case number
FreddieLoanNumber	Freddie Mac loan number
ServicerName	Servicer name
Servicer Loan ID	Servicer loan ID
ServicerLoanNumber	Servicer loan number
AttorneyName	Attorney firm
DaysPastDue	Days past due
FCProjectedSaleDate	Projected sale date
FCSaleDate	Sale date
FCSaleType	Sale type
MotionForFinalRatificationOfSaleFiledDate	Date the motion for final ratification of sale was filed
FCMethod	Foreclosure method
State	State
MissingDocuments	The missing documents

Hold report

Every process placed on or removed from hold within the start and end dates.

Field	Description
State	State
Case Type	The process template: Foreclosure, Motion For Relief, or Proof Of Claim
Attorney	Your organization name in ADR
Attorney #	Attorney number
Servicer	The servicer’s name in ADR
Reason	The reason selected when the hold was created
Chapter	The bankruptcy chapter, for holds on a Proof of Claim or Motion for Relief
Investor #	Freddie Mac loan number
Servicer Loan #	The servicer’s loan number in ADR
Opened	Date the foreclosure was opened
Hold Start	The hold’s start date
Hold End	Date the hold was removed
Days	Days on hold: hold end date (or today, if still open) minus hold start date
Follow-up	The hold’s projected end date

Litigation Detail report

Tasks completed or still open within the date range. Projected completion dates are marked with an asterisk (*).

Field	Description
Subtype, Chapter	The bankruptcy chapter, for bankruptcy cases
Decision	The timeline template: Proof of Claim, Motion for Relief, or judicial or non-judicial foreclosure, as selected when the case was opened
Attorney	Your organization name in ADR
Agency Loan ID	Freddie Mac loan number
Borrower	The first borrower in the borrower panel
Servicer	The servicer’s name in ADR
DecisionStep	The task to be completed
Estimated Duration	Days the task should take
Sequence	The step’s position in the workflow
Completion Date	Actual or projected completion date (projected dates have an asterisk)
Completion Days	Days the task took, or days it’s been delayed if it isn’t complete
Delay count, Completion Date Format, Status Number	Internal; disregard
Status	O (open), OH (on hold), or C (closed), based on the removal date
State	The property’s state

Timeline Completion report

Foreclosures or bankruptcies that completed, or are estimated to complete, within the date range.

Field	Description
Decision	The timeline template, as above
Organization	Your organization name in ADR
Agency Loan ID	Freddie Mac loan number
Borrower	The first borrower on the loan summary page
Days to Complete	Days the foreclosure took, or days it has been open if not complete
Date Closed	Date the foreclosure was closed

Timeline Exception report

Tasks that are out of compliance and need to be completed.

Field	Description
Decision	The timeline template, as above
Organization	Your organization name in ADR
Decision Step	The task to be completed
Event Phase	Event phase
Agency Loan ID	Freddie Mac loan number
Borrower	The first borrower on the loan summary page
Attorney Case ID	Your case number
Days on Hold	Days the case was on hold
Days to Complete	Days the step has been open
Estimated Days	Days allowed for the task by the timeline template
Days Late	Days the task is late
Status	O (open), OH (on hold), or C (closed), based on the removal date
State	The property’s state
SubType	The bankruptcy chapter, for bankruptcy steps

Title Data report

Summary data for titles, which you can filter on these fields:

Field	Description
LoanStatus	Loan status
NewOrUpdate	New order or update
FreddieMacLoanNumber	Freddie Mac loan number
ServicerLoanNumber	Servicer loan number
CaseNumber	Title name or number
TypeOfCase	Title type, such as loan modification, deed in lieu, or foreclosure
DateOrdered, DateEstimated, DateRevised	When the title was ordered, estimated, and revised
DateReceived	When the title was received
DateCancelled	When the title was cancelled
SentForRecordingDate	Sent for recording date
AttorneyFirm	Attorney firm name
TitleCompany	Title company name
REOClosingAgent	REO closing agent
ServicerName	Servicer name
PropertyState	The property’s state
NumberOfDaysOutstanding	Date ordered to the report run date
NumberOfDaysOverdue	Estimated or revised date to the report run date
NumberOfDaysToClosed	Date ordered to the actual close date
NumberOfDaysToCancelled	Date ordered to the cancellation date

Dashboards and exports

Export a list to Excel or CSV

Any panel that shows a list, such as cases, messages, or borrowers, can be exported. For example:

1. Select Home > Foreclosures. The top panel counts your cases by status, such as On Hold and Open.
2. Click a count. The matching cases appear in the panel below.
3. From that panel’s … menu, select Export to CSV or Export to Excel. The file downloads to your browser’s downloads folder.

This works in every panel whose … menu has the export options.

Advanced search

Click the arrow next to the search box to filter a dashboard by servicer, state, investor number (Freddie Mac loan number), or status. To find a single loan, just type its 9-digit Freddie Mac loan number in the search box.

State workflows

These are the steps ADR tracks for each foreclosure workflow, in order, as listed in the guide. Foreclosure Case Closure and Bankruptcy Case Closure were added to every workflow in February 2017. Step names appear exactly as they do in ADR.

Foreclosure

Workflow	Steps, in order
AK judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgement → Sale Scheduled → Foreclosure Sale Held → Certificate of Sale Recorded → Foreclosure Case Closure
AK non-judicial	Foreclosure File Received → Notice of Default Recorded → Publication/Posting of Sale completed → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
AL judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgement Filed → Sale Scheduled → Foreclosure Sale Held → Foreclosure Case Closure
AL non-judicial	Foreclosure File Received → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
AR judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Court Decree/Judgement → Sale Scheduled → Foreclosure Sale Held → Foreclosure Case Closure
AR non-judicial	Foreclosure File Received → Notice of Default Filed → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
AZ judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Sale Scheduled → Foreclosure Sale Held → Certificate of Sheriff’s Sale → Deed Issued → Foreclosure Case Closure
AZ non-judicial	Foreclosure File Received → Record Notice of Trustee’s Sale → Trustee Sale Scheduled → Foreclosure Sale Held → Foreclosure Case Closure
CA judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Redemption Period Expires → Deed Recorded → Foreclosure Case Closure
CA non-judicial	Foreclosure File Received → Record Notice of Default → Posting and Publishing of Sale/NOS Mailings → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
CO non-judicial	Foreclosure File Received → Sale Scheduled/NED Recorded → Notice of Election and Demand Sent to Public Trste → Court Order Obtained Authorizing Sale → Sale Scheduled → Foreclosure Sale Held → Foreclosure Case Closure
CT judicial	Foreclosure File Received → Service of Process Completed → Complaint Filed → Motion for Judgment of Foreclosure Filed → Foreclosure by Sale Decree Entered → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
DC judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Initial Scheduling Conference → Foreclosure Mediation Program → Status Conference → Motion for Judgment of Foreclosure Filed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Foreclosure Case Closure
DC non-judicial	Foreclosure File Received → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
DE judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Motion for Judgment of Foreclosure Filed → Sale Scheduled → Foreclosure Sale Held → Confirmation of Sale → Deed Recorded → Foreclosure Case Closure
FL judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Motion for Summary Judgment Filed → Judgment Entered → Sale scheduled date (tied to Judgment entered) → Foreclosure Sale Held → Certificate of Title Issued → Foreclosure Case Closure
GA non-judicial	Foreclosure File Received → Sale Scheduled → First Publication → Mail Notice of Sale to Borrower → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
HI judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Motion for Summary Judgment and Decree of FC Filed → Confirmation of Sale → Deed Recorded → Foreclosure Case Closure
HI non-judicial	Foreclosure File Received → Sale Scheduled → Publication and Posting of Sale Completed → Foreclosure Sale Held → Foreclosure Case Closure
IA judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Redemption Period Expires/Deed Recorded → Foreclosure Case Closure
ID non-judicial	Foreclosure File Received → File Notice of Default → Sale Scheduled → Publication/Posting on Property Completed → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
IL judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → File Motion for Judgment of Foreclosure → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
IN judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
KS judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Foreclosure Case Closure
KY judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment and Order of Sale Entered → Sale Scheduled → Foreclosure Sale Held → Confirmation of Sale → Deed Recorded → Foreclosure Case Closure
LA judicial (executory)	Foreclosure File Received → Petition for Seizure and Sale of Property Filed → Writ of Seizure and Sale Issued → Sheriff Seized Property → Notice of Sale Publication started → Foreclosure Sale Held → Foreclosure Case Closure
LA judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Motion for Default/Summary Judgment Filed → Sheriff Seized Property → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
MA judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Order of Notice Received from Land Court → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
MD judicial	Foreclosure File Received → Complaint (Order to Docket) Filed → Service of Process Completed → Sale Scheduled → Foreclosure Sale Held → Motion for Final Ratification of Sale Filed → Foreclosure Case Closure
ME judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Period of Redemption Expires → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
MI judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Publication of the Notice of Foreclosure → Sale Scheduled → Foreclosure Sale Held → Confirmation of Sale → Foreclosure Case Closure
MI non-judicial	Foreclosure File Received → Sale Scheduled → Publication Complete → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
MN judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Sale Scheduled → Foreclosure Sale Held → Foreclosure Case Closure
MN non-judicial	Foreclosure File Received → Notice of Pendency Filed → Sale Scheduled → Foreclosure Sale Held → Foreclosure Case Closure
MO non-judicial	Foreclosure File Received → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
MS judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Foreclosure Case Closure
MS non-judicial	Foreclosure File Received → Notice of Default Sent → Substitution of Trustee Executed and Recorded → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
MT judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Foreclosure Case Closure
MT non-judicial	Foreclosure File Received → Sale Scheduled → Notice of Trustee’s Sale served by Certified Mail → Affidavits of Notice of Sale Compliance Filed → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
NC non-judicial	Foreclosure File Received → Notice of Hearing (NOH) Filed → Notice of Hearing Service Completed → Hearing Held → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
ND judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
NE judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Sale Scheduled → Foreclosure Sale Held → Confirmation of Sale → Deed Recorded → Foreclosure Case Closure
NE non-judicial	Foreclosure File Received → Notice of Default Recorded → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
NH non-judicial	Foreclosure File Received → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
NJ judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Default Filed → Judgment Entered / Writ of Execution → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
NM judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
NV judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Notice of Sheriff’s Sale and Posting of Sale → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
NV non-judicial	Foreclosure File Received → Record Notice of Default → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
NY co-op	Foreclosure File Received → Title Report Received → Preliminary Title Clear → Notice of Default Sent → First Publication → Sale Scheduled → Final Title Clear → Foreclosure Sale Held → Foreclosure Case Closure
NY judicial	Foreclosure File Received → Complaint Filed → Service Complete → Aff of Service, RJI, Attorney Affirmation Filed → Mandatory Settlement Conference Completed → Motion to Appoint Referee to Compute Filed → Judgment of Foreclosure and Sale Entered → Sale Scheduled → Foreclosure Sale Held → Foreclosure Case Closure
OH judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Motion for Judgment Filed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Order of Confirmation → Deed Recorded → Foreclosure Case Closure
OK judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Sale Confirmed → Deed Recorded → Foreclosure Case Closure
OR judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
OR non-judicial	Foreclosure File Received → Sale Scheduled and Notice of Default Sent → Publication and Posting of Sale Completed → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
PA judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
PR judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Motion for Summary Judgment Filed → Judgment Entered → Writ of Execution → Notice of Sale → Foreclosure Sale Held → Sale Deed Executed → Foreclosure Case Closure
RI non-judicial	Foreclosure File Received → Expiration of 30 Day Statutory Notice Period → Publication of the Notice of Foreclosure → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
SC judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Order of Reference Entered and Hearing Scheduled → Judgment Entered → Sale Complete → Redemption Period Expires → Deed Recorded → Foreclosure Case Closure
SD judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Redemption Period Expires → Deed Recorded → Foreclosure Case Closure
TN non-judicial	Foreclosure File Received → Sale Scheduled → Substitution of Trustee Recorded → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
TX home equity	Foreclosure File Received → Application for Expedited Order to Allow FCL Filed → Foreclosure Order and Affidavit → Signed Order Received → Posting to Sale Held → Foreclosure Sale Held → Foreclosure Case Closure
TX non-judicial	Foreclosure File Received → Post Notice of Sale → File Foreclosure Notice with County Clerk → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
UT non-judicial	Foreclosure File Received → Expiration of 3 Month Reinstatement Period → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
VA non-judicial	Foreclosure File Received → Sale Scheduled → Publication and Posting of Sale Completed → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
VI judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Motion for Summary Judgment Filed → Judgment Entered → Writ of Execution → Notice of Sale → Foreclosure Sale Held → Sale Deed Executed → Foreclosure Case Closure
VT judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Motion for Summary Judgment Filed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Sale Confirmed → Deed Recorded → Foreclosure Case Closure
WA judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Redemption Period Expires → Foreclosure Case Closure
WA non-judicial	Foreclosure File Received → Notice of Sale Recorded → Sale Scheduled → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
WI judicial	Foreclosure File Received → Complaint Filed → Service of Process Completed → Judgment Entered → Redemption Period Expires → Sale Scheduled → Foreclosure Sale Held → Confirmation of Sale → Deed Recorded → Foreclosure Case Closure
WV non-judicial	Foreclosure File Received → Trustee Sale Scheduled → Notice of Sale Mailed → Foreclosure Sale Held → Deed Recorded → Foreclosure Case Closure
WY non-judicial	Foreclosure File Received → Sale Scheduled → Foreclosure Sale Held → Certificate of Sale Recorded → Redemption Period Expires → Foreclosure Case Closure

Bankruptcy

Workflow	Steps, in order
Motion for Relief	Bankruptcy File Received → Relief from Stay/Discharge → Bankruptcy Case Closure
Proof of Claim	Bankruptcy File Received → POC Filed → Plan Confirmed → Bankruptcy Case Closure

Get help

• ADR support: adr.support@quandis.com
• Required documents by state: in ADR, Support > Required Documents
• Account problems (locked out, missing access to a file or organization): your firm’s Security Administrator

For an overview of ADR, its environments, and the original PDFs, see the ADR overview.