QDH (Freddie Mac)

Original guide

This page is the Freddie Mac Deal Hub User Guide (last revised April 25, 2024), rewritten for the web. Role names and screen labels are as they appear in QDH, except that vendor-specific names are described by role.

This guide is for the people who keep loans moving toward a deal: Security Administrators, interim servicers, document custodians, imaging and curative vendors, and Freddie Mac deal teams. Buyers working sale due diligence should read the Whole Loan Sale Tracker guide. For an overview, see QDH on Quandis Learn.

Roles

QDH has 16 roles. Your role decides what you can see, which imports you can run, and what you can change.

Role group	Roles	What they’re for
Administration	Security Administrator	The only role that manages users
Freddie Mac	Freddie Mac Admin, Enterprise	Admin sees and manages every record, including reference tables. Enterprise sees every deal and loan, with limited imports and no reference tables.
Deal preparation	Servicer, Document Custodian, imaging vendor, Curative Vendor, Images Indexing	Import and follow the data each party is responsible for
Transactions Management	Transaction Management Freddie, Transaction Management Servicer, Transaction Management Vendor	Work exceptions before loans are considered for a deal
Servicer scorecards	Transaction Playbook	See the Transaction Playbook metrics
Whole Loan Sale Tracker	WLST Buyer, WLST Freddie, WLST Lien Vendor, WLST Servicer	Sale due diligence; see the WLST guide

Everyone outside Freddie Mac sees only the deals and loans associated with their own organization.

Managing users

Security Administrators can grant and remove only the roles they hold themselves. For example, an administrator who also holds the Document Custodian role can give that role to others in their organization, and no other.

Add a user

1. From Home, go to Contacts > Organizations, and open your organization (refresh the list or use Smart Search).
2. In the Users panel, select +.
3. Enter the first name, last name, email address (this becomes the user name), and the user’s roles, then select Register.
4. Select the new user’s row, then Options > Activate Users, and confirm. Active users show Yes in the Active column.
5. Select Options > Send Password Reset so the user can set a password. Ask them to add no-reply@quandis.net to their contacts.

Other user tasks

Select one or more users’ rows, then choose from the Options menu:

Option	Use it to
Add Role / Remove Role	Grant or revoke a role
Deactivate Users	Turn off access; the Active column shows No
Unlock Users	Restore access after too many failed sign-ins, inactivity, or a missed password reset
Send Password Reset	Email the user a link to set a new password

Signing in and passwords

Sign in at www.freddiemacdealhub.com with Chrome, Firefox, or Safari. Unsupported browsers are refused. To reset your own password, select Forgot your password? on the sign-in page, or ask your Security Administrator.

Passwords follow Freddie Mac’s security guidelines: at least 8 characters, with an uppercase letter, a lowercase letter, a number, and one of ! @ # $ % ^ & * ( ), and different from your last 3 passwords. They expire 90 days after being set, with reminders 14 and 7 days ahead and a final notice the day before the account is deactivated.

Importing data

Deals, loans, and their data come into QDH through bulk imports. Each role can run the import templates for the data its organization is responsible for, and every template needs an .xlsx file with exactly the expected column headers.

1. From Home, go to Import Files > All Import Files.
2. Select the template in the dashboard panel on the left. If it isn’t listed, open the … menu, clear Show Active, and if needed select By Setup.
3. Drag your Excel file onto the blue bar.
4. Refresh to follow the import from Queued to Awaiting Import to Complete or Error.

Reading the results

Select the file name to open its Import File Summary:

• A green bar means every row imported; the count should match the rows in your file.
• A red bar means some rows were skipped; the Error Count says how many. A Freddie Mac loan number longer than 9 digits is an error.
• Warnings are rows that imported after clean-up. A loan number shorter than 9 digits is padded with leading zeros, and duplicate rows are merged into one. The Logging tab shows each warning row; select the flyout icon in its Action column for details.

Fixing import errors

1. Check the column headers. Wrong header names cause most errors. Compare them with a file from a previous successful import of the same template.
2. Make sure you chose the right template for the file.
3. Use Excel 2010 (.xlsx) or later.
4. Make each column’s data type consistent; a few cells formatted as text in a date or number column can fail the row.
5. Still stuck? Email qdh.support@quandis.com with the file name and the date and time of the import.

Import templates

Template	What it loads	Who imports it
CureProgress	Weekly cure status of each document exception, with the party responsible for curing it, shipping and tracking details, and custodian status	Freddie Mac, curative vendor
FreddieMasterPop	The master population of Freddie Mac loans at an interim servicer: loan numbers, servicer and prior servicer loan numbers, custodian, pools, project, and whether Freddie Mac owns the servicing contract rights	Freddie Mac, servicer
HistoricalDDNPI	Each loan’s next payment due date at every month-end, from the legacy servicer through the transfer; one record per loan per month, updated if the month is sent again	Freddie Mac, servicer
HistoricalSCPH	How much servicing-comment and payment history the legacy servicer has provided for each loan	Freddie Mac, servicer
ImagesIndexManifest	Every imaged document indexed for each loan	Freddie Mac, imaging vendor
ImagesValidation, ImagesValidExcept	Loans through the imaging vendor’s validation, and the exceptions it found	Freddie Mac, imaging vendor
ISModReview	Whether the interim servicer has completed its pre-transaction modification review of each loan	Freddie Mac, servicer
LegacyCustMani	Where each collateral file is held at the legacy servicer, and the status of final assignments	Freddie Mac
Custodian activity, exceptions, and loan detail	Document rejections, document exceptions, and loan-level custodial detail from the document custodian	Freddie Mac

Dashboards

Dashboards are cached for speed. Select the refresh button at the top right to see the latest, and the camera icon to export a dashboard to Excel; the export runs as a report you pick up under Reports.

ISA

The Interim Servicer Aggregate dashboard rolls up loans by servicer, grouped by deal, or by status for loans not yet in a deal. It’s the landing page for Freddie Mac, servicer, custodian, and curative vendor users; servicers see only their own deals.

For each deal or grouping it shows the loan count and the percentage of loans where Freddie Mac owns the servicing rights, files are at the custodian, critical exceptions are open or files not yet reviewed, indexing is complete, critical documents are missing, full payment and servicing history has arrived, and modification review is complete.

The LIA Dashboard and Non-LIA Dashboard tabs chart the same interim-servicing portfolio: loan counts by deal for each servicer, and pie charts for collateral movement, indexing progress, historical data received, and modification review. Sold and inactive loans are excluded.

Curing

Summarizes who is curing which document exceptions, with filters at the top:

• Cures in the last 45 days, by responsible party and deal, and for loans no longer in a deal, by severity
• Cured counts, attempted-cure costs, and outstanding exceptions by month and document type

Indexing

Documents ingested and indexed by month. Refine Search filters by servicer or deal; Show No Deal lists loans not in a deal.

Xfer Aggregate

Rolls up each servicing transfer: date, prior and new servicer, loan count, and the percentage of loans in deals, with collateral locations provided, files shipped to and received by the custodian, assignments recorded, received, in process, or rejected, payment and next-due-date histories provided, servicing comments provided, and average critical and total exceptions per loan.

Deals, loans, and transfers

Deal, loan, and transfer data is read only on screen. It changes only through imports, and each record’s History (from the arrow next to Edit) shows what changed and when.

• Deals: open one from Home > Deals > All Deals, from the ISA dashboard, or with Smart Search. A deal’s summary page shows the deal’s rolled-up numbers, its loans, custodian exceptions, indexing exceptions (missing critical documents), and curing counts you can pivot by responsible party and status.
• Loans: search from Home > Loans with Smart Search, which matches loan numbers that start with what you type (include leading zeros). A loan’s summary shows its custodian exceptions, indexed documents, missing critical documents, imaging validation, next-due-date history, and months of payment history and servicing comments received.
• Transfers: open a transfer from its code on the Xfer Aggregate dashboard to see its prior and new servicer, date, and loans. Only Freddie Mac Admins can edit a transfer.

Lists show 25 rows by default; change rows per page or page through. Every list can be exported with Export to Excel or Export to CSV from the … menu.

Transactions Management

Transactions Management is where Freddie Mac’s deal-preparation team, servicers, and custodial vendors track and cure exceptions on loans before the loans are considered for a deal. Filter by servicer, deal, exception, Freddie status, or responsible party; the filters apply to every panel except Documents.

Panel	What it shows
Portfolio Dashboard	Loan population (without eligibility exceptions, with them, and ineligible for a deal), diligence defect status, and document exception status, including items pending 90+ days and items that can’t be cured
Prep Dashboard	Document exceptions by type, aged 30, 60, 90, 120, and 120+ days: total, in a deal, and not in a deal
Loans	Active loans where Freddie Mac owns the servicing contract rights, with their exception statuses
Exception Details	Every exception on every loan. Select an Exception ID to edit it.
Documents	Exports requested by anyone in your organization

Freddie Mac clears exceptions by setting Freddie Status to Closed. Closed diligence defects drop out of this module; their full history is in the Transactions Exception Full Export report.

To update many exceptions at once, choose Freddie Export, Servicer Export, or Vendor Export from the magnifying glass menu on Exception Details. You’ll get an email when it’s ready in the Documents panel. Edit the exceptions in Excel and import the file. The export includes a LoanList tab of the loans matching the page filters. New exceptions can’t be added through these exports; use the Transactions Exception Full Export report instead.

Some columns need explaining:

Column	Meaning
Diligence Defect Label	The loan’s most severe defect condition, from each defect’s ranking and Freddie status; it updates as exceptions change
Defect Origin	The deal the loan was dropped from for this defect
Aging Bucket	Days since the defect was created, while it’s still in progress
Diligence Defect Status	The Freddie status of the loan’s highest-ranked defect
Deal Ready	Combines diligence defect status and collateral exception status. A loan stays Ineligible while any eligibility exception is in progress.

Transaction Playbook metrics

A scorecard of each interim servicer’s performance on deal preparation, using the metrics and weightings in the interim servicing agreements. It needs the Transaction Playbook role (or Manager or Processor).

• Filter by one or more servicers, then select Filter.
• All Transactions and Last Four Transactions show each servicer’s score by category, with how each score is measured. Loan Metrics shows the loan-level detail behind them.
• Generate produces an Excel version in the Documents panel; refresh to see it.

Reference tables

Freddie Mac Admins maintain the reference tables, under the References menu. Each row can be edited in place or from its summary tab, with full history.

Table	What it controls
Inventory critical documents	Which indexed documents are critical, for deal-level calculations (CriticalFlag = True)
Master Pop Converter	Each deal’s pools and offering type, and whether the deal was dropped
Project To Deal	Deals bundled as a project, closing dates, and whether a deal is shown to users
Custodian exception mappings	How custodian document types and exception codes map to the imaging vendor’s documents, and which custodian exceptions are critical
Xfer	Each servicing transfer’s new servicer, legacy servicer, and date
Diligence Defects	Each defect’s name, code, priority ranking, typical owner, whether it raises an exception, and whether it’s an eligibility exception

Panels on every record

Summary pages have panels for the related items you’re allowed to see. They belong to the record you’re on: a deal’s documents aren’t its loans’ documents.

• Contacts: people and companies tied to the record, such as a servicer’s processor on a deal.
• Documents: import source files and report outputs.
• Messages: notes and email about the record.
• Tasks: actions to assign and track, such as providing a missing critical document or curing a critical exception.
• Workflows: automated steps; in QDH they send import completion notices, among other things.

Reports

1. Go to Home > Reports and select a report on the left. Your role decides which reports you see.
2. Select + in the Report Request panel. For a page snapshot such as Deal View Snapshot, select its link instead.
3. Enter any parameters and a Label to find it later. Optionally schedule it for days of the month or days of the week, and add email recipients (they’ll need a QDH account to open it). Select Submit.
4. When the report is ready you’ll get an email, and parallel bars appear next to it in the list. Select the bars (not the report name), then the link in the Document column to download.

Snapshot reports summarize deal readiness (Deal View Snapshot), loan readiness (Loan View Snapshot), and transfers (Xfer View Snapshot). Others cover population changes, file and assignment status, payment, next-due-date, and modification-review status, critical exceptions, and the Transactions Exception Full Export.

Help

Email qdh.support@quandis.com. For an import, include the file name and the date and time you ran it.