Review 1: Before drawing docs
Check that the loan meets your institution’s guidelines. Surface findings in a digital checklist so your team can address exceptions before drawing documents.
Freddie · Direct-loan packet review
Two reviews.
Before docs. Before funding.
Freddie reviews a direct loan twice: first to confirm it meets your guidelines before drawing documents, then again after the documents return to provide a clear-to-fund. Digital checklists make findings and exceptions clear at both stages.
A high-level product overview and fit check. No obligation.
Built around your team’s work
Guideline review before docs.
Clear-to-fund after they return.
Freddie supports two distinct reviews in the direct-lending process. The first checks guideline alignment before documents are drawn. The second reviews the returned documents to provide a clear-to-fund, with exceptions surfaced for your team to resolve.
Review 2: After docs return
Review the returned loan documents against your funding requirements. Identify anything still needing attention and provide a clear-to-fund when the requirements are met.
Clear findings. Human control.
Use checklist findings and supporting evidence at both checkpoints. Staff resolve exceptions and retain the final lending and funding authority.
Confirm fit before committing
A practical starting point.
Not a one-size-fits-all rollout.
- Workflow and policyAgree loan types, pre-document guidelines, post-document funding requirements, the two review triggers, and exception handling.
- Systems and accessConfirm the supported LOS, required access, security review, and the information that moves between systems.
- Configuration and readinessDefine testing, training, dependencies, and a realistic implementation plan with product and delivery.
- Value and commercial scopeUse your volumes, review time, and rework to assess the opportunity. Review pricing once the scope is clear.
Questions worth answering
Clear scope.
Clear responsibilities.
We will use the introduction to establish fit and identify any questions that require a deeper product or delivery discussion.
How is Freddie different from Valeria?
Freddie supports direct-loan packet review. Valeria is focused on indirect auto-loan packet review. We will confirm the appropriate product and supported workflow for your institution.
When does Freddie review a loan?
Freddie can conduct two reviews: one before documents are drawn to confirm the loan meets your guidelines, and one after the documents return to provide a clear-to-fund. The requirements and triggers for each review are configured around your agreed workflow.
Does a clear-to-fund mean Freddie funds the loan?
No. Freddie provides a clear-to-fund following the post-document review when requirements are met. Your staff handle exceptions and retain authority over lending decisions and the final funding action.
Does Freddie work with MeridianLink?
The demonstrated workflow includes a staff-controlled handoff into MeridianLink. We will confirm your environment, access, data fields, and integration scope before implementation.
What are the cost and implementation timeline?
They depend on the confirmed workflow, systems, access, configuration, testing, and training. We will review scope and approved pricing with you rather than promise a fixed timeline or guaranteed return.
Meet Freddie
Which review slows your team down—before docs or before funding?
Let’s spend 30 minutes on your current process, a high-level product overview, and whether a deeper demonstration makes sense.
Schedule your 30-minute introduction
Bring your workflow questions. We will identify the right next step together.