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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EventJanuary 7 – January 10CREFC January Miami, Florida
Freddie Mac Attendees:Caitlin Myhre, Vice President, RDC Underwriting & Credit
Ryan Lillestolen, Senior Director, RDC Underwriting & Credit
Greg Meyers, Manager, RDC Underwriting & Credit
Cynthia Schwartz, Senior Production Director, Targeted Affordable Housing
Robert Koontz, Senior Vice President, Multifamily Capital Markets
Jason Griest, Vice President, Multifamily Securitizations
Michael Case, Vice President, Loan Pricing
Ling Xu, Vice President, Invesments & Portfolio Management
Luba Kim-Reynolds, Senior Director, Investor Relations & ESG Initiatives
Nathaniel Poteet, Senior Director, Multifamily Securitizations
Paul Kolling, Senior Director, Multifamily Securitizations
Helen Liu, Director, Multifamily Structuring
Sara Hoffmann, Director, Multifamily Research
Weidong Shi, Senior Director, Multifamily Securitizations
Donald Lemmert, Senior Manager, Multifamily Securitizations
Kevin Heal, Manager, Loan Pricing
Paul Yarnall, Manager, Multifamily Securitizations
Philip Valos, Manager, Investor Relations
Bill Buskirk, Senior Vice President, Chief Compliance Officer
Carl McLaughlin, Vice President, Loan Servicing
Pamela Dent, Vice President, Asset Management
Diana Jones, Director, External Relations & Guarantor Risk
Paul Wooldridge, Director, Insurance Compliance
Eric Dolenti, Assistant General Counsel, Mortgage Securities
Ron Ferlazzo, Managing Assistant General Counsel, Mortgage Securities
John Gutowski, Assistant General Counsel, Multifamily Real Estate
Adam Lichtenstein, Assistant General Counsel, Multifamily Real Estate -
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EventJanuary 30 – February 12024 NMHC Annual Meeting San Diego, California
Freddie Mac Attendees:Kevin Palmer, head of Multifamily
Bill Buskirk, Chief Operating Officer & Senior Vice President
Steve Johnson, Senior Vice President, Production & Sales
Ian Ouwerkerk, Senior Vice President, Underwriting & Credit
Steve Lineberger, Vice President, Conventional Production & Sales
Meg McElgunn, Vice President, Conventional Production & Sales
Adam Monti, Vice President, Underwriting & Credit (Conventional)
Caitlin Myhre, Vice President, Underwriting & Credit (RDC)
Mike Case, Vice President, Multifamily Loan Pricing -
Conventional Education
May 4
Optigo® Essentials for Conventional Analysts - Presentations
Access the presentation decks and quick hits shared during the four regional, Conventional Optigo Essentials for Analysts workshop.
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
Multifamily Process Overview
Walk through the Freddie Mac Multifamily production and underwriting processes and how they contribute to our mission.
Conventional Education
Multifamily Appraisals 101
This primer covers important processes and requirements to support those working on Multifamily appraisal reports.
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.
Targeted Affordable Housing
May 23
Optigo® Essentials for TAH - Presentations
Access the presentation decks and quick hits covered during the TAH Optigo Essentials workshop on May 23.
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 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
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.
Targeted Affordable Housing
TAH Underwriting Basics
Walk through the TAH underwriting process from start to finish in this module.
Small Balance Loan Education
May 4
Optigo® Essentials for SBL - Presentations
Access the presentation decks shared during the Optigo Essentials for SBL workshop on May 4.
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
NIC Market & Inventory Analysis
Review the property comparable submission. Topics include rental and sales comparables, occupancy and construction/pipeline.
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
Quote Request Submissions
Get best practices on submitting a quote to the Freddie Mac Seniors Housing Team.
Seniors Housing
Seniors Housing Medicaid Analysis
Make your loan submissions smoother by including the correct information and calculations for properties that include Medicaid units.
Servicer Education
Optigo Fraud
Walk through the most current Freddie Mac Multifamily Seller/Servicer Guide requirements and consider case study scenarios related to fraud. We encourage all in the Optigo® network to complete this module.
Servicer Education