Events and Education
Latest Events
Freddie Mac Multifamily staff speaking engagements or attendance at industry events are listed as they're confirmed.
One-stop online learning for Optigo lenders.
Access self-paced courses to learn something new or to refresh your knowledge.
- Events
- Conventional Education
- TAH Education
- SBL Education
- Seniors Housing Education
- Servicer Education
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EventFebruary 12 – February 15
MBA CREF 2023
San Diego, California
Freddie Mac Speakers:Kevin Palmer, head of MultifamilyFreddie Mac Attendees:Various staff members from Asset Management & Operations, Capital Markets, Multifamily Legal, Production & Sales, and Underwriting & Credit -
EventFebruary 13
Freddie Mac Optigo® Lender Update (MBA CREF)
San Diego Manchester Grand Hyatt, Seaport Ballroom AB
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EventFebruary 21
Principles of Responsible Investment Webinar
Virtual
Freddie Mac Speakers:Luba Kim-Reynolds, head of Multifamily Investor Relations & ESG Initiatives, Multifamily Capital Markets -
EventFebruary 26 – March 3
SFVegas 2023
Las Vegas, Nevada
Freddie Mac Attendees:Robert Koontz, Senior Vice President, Multifamily Capital Markets
Jason Griest, Vice President, Securitization
Ling Xu, Vice President, Investments & Portfolio Management
Luba Kim-Reynolds, Director, Investor Relations & ESG Initiatives
Philip Valos, Manager, Investor Relations -
EventMarch 1 – March 3
2023 NIC Spring Conference
San Diego, California
Freddie Mac Attendees:Steve Schmidt, Senior Director, Seniors Housing Production & Sales
Jeff Bagley, Manager, Seniors Housing Production & Sales
Erik Cassella, Producer, Seniors Housing Production & Sales
Kathy Ryser, Senior Director, Seniors Housing Underwriting & Credit
Ben Barash, Manager, Seniors Housing Underwriting & Credit -
EventMarch 6 – March 9
NH&RA Annual Meeting
Bonita Springs, Florida
Freddie Mac Attendees:Curtis Melvin, Senior Director, TAH Production & Sales
Peter Lillestolen, Senior Director, TAH Production & Sales -
EventMarch 23
CREvolution: Technology in the Marketplace
Washington, D.C.
Freddie Mac Speakers:Pamela Dent, Vice President, Multifamily Asset Management -
EventMarch 27 – March 29
Housing CA 2023 Conference
San Diego, California
Freddie Mac Attendees:Chris Osborn, Senior Producer, TAH Production & Sales
Liam Moore, Senior Analyst, TAH Production & Sales -
EventMarch 29
CREFC Spring Symposium
New York City, New York
Freddie Mac Attendees:Pamela Dent, Vice President, Multifamily Asset Management -
EventMarch 30 – April 1
NEDSI 2023 Conference
Washington, D.C.
Freddie Mac Speakers:Michael Kenney, Vice President, Operational Risk
Conventional Education
Multifamily Process Overview
Walk through the Freddie Mac Multifamily production and underwriting processes and how they contribute to our mission.
Conventional Education
Organizational Chart Overview
Get an overview of the organizational chart process and insight into the factors that impact the org structure.
Conventional Education
Production and Pricing Overview
Learn more about specific products and the pricing process, including the quote sheet, servicing fee schedule and rate-lock.
Conventional Education
Multifamily Appraisals 101
This primer covers important processes and requirements to support those working on Multifamily appraisal reports.
Targeted Affordable Housing
TAH Prescreen Submission
You'll learn best practices around the TAH prescreen submission process necessary to receive a quote on a new loan opportunity.
Targeted Affordable Housing
TAH Product Basics
In this module, you'll learn the basics about the various affordable products Freddie Mac Multifamily offers.
Targeted Affordable Housing
TAH Underwriting Basics
Walk through the TAH underwriting process from start to finish in this module.
Targeted Affordable Housing
Know Your Customer
Know Your Customer (KYC) is an important concept. Learn what it is and how to best complete an organizational chart with this module.Currently there are no upcoming webinars for this business line. Visit Optigo Academy to access self-paced learning courses instead.
Seniors Housing
Loan Submission Template
Learn about specific items within the Loan Submission Template (LST) as they apply to Freddie Mac Seniors Housing. Topics include some items found in the Rent Roll tab and the Occupancy by Acuity tab.
Seniors Housing
Seniors Housing Medicaid Analysis
Make your loan submissions smoother by including the correct information and calculations for properties that include Medicaid units.
Seniors Housing
NIC Market & Inventory Analysis
Review the property comparable submission. Topics include rental and sales comparables, occupancy and construction/pipeline.
Seniors Housing
Continuing Care Retirement Communities with Entrance Fee
Learn about Continuing Care Retirement Communities and common factors for consideration when sizing and underwriting loans for these properties.
Seniors Housing
Quote Request Submissions
Get best practices on submitting a quote to the Freddie Mac Seniors Housing Team.
Servicer Education
Q-Deal Servicer Curriculum
This curriculum gives Q-Deal servicers a detailed overview of how to service Freddie Mac Q-Deals. It covers hot topics and best practices on borrower consents, surveillance, legal, insurance, special servicing, loan servicing and compliance.
Servicer Education
2020-2022 Top Audit Issue: CDD
The first module in our microlearning series covers customer due diligence (CDD), a top audit issue. Walk through this short module to learn how to perform better CDD.
Servicer Education