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Liz Madigan explains why information in a trust certificate may not satisfy the requirements of Freddie Mac or Fannie Mae.
Estate Planning with Mortgages and Trusts
On-Demand Seminar (Posted 11/29/21) | Level: Intermediate
Deal with strict requirements for estate planning clients whose home mortgage or refinance loans are sold to Fannie Mae or Freddie Mac. Submit appropriate trust information and take steps to protect client confidentiality and personal information.
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