Events and Education
Spring Workshops
Our Optigo® Essentials workshop schedule is set! Register for the workshop applicable to your business line to take advantage of the educational and networking opportunities.
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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EventMay 5 – May 7MHI Congress & Expo Orlando, Florida
Freddie Mac Attendees:David Snyder, Senior Production Manager, Conventional
Marisa Valaro, Senior Producer, Conventional
Tom Martin, Underwriting Director, Conventional
Patrick Wallace, Underwriting Director, Conventional
Michael Morosi-Brown, Senior Director, Mission, Policy & Strategy -
EventMay 7Invisso U.S. Risk Transfer 2025 Charlotte, North Carolina
Freddie Mac Attendees:Ling Xu, Vice President, Investments & Portfolio Management
Weidong Shi, Senior Director, Investments & Portfolio Management
Steve Stock, Manager, Investments & Portfolio Management
Phil Valos, Senior Manager, Investor Relations
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EventMay 7CREFC Spring Symposium New York City, New York
Freddie Mac Attendees:Luba Kim Reynolds, Senior Director, Investor Relations
Sharon Cao, Associate, Investor Relations
Yasmin Akhtar, Analyst, Investor Relations
Helen Liu, Director, Structuring
Feng Cheng, Manager, Structuring
Maddie Wainwright, Associate, Securitization
Sabrina Kersten, Senior Analyst, Securitization
Megan Byrne, Professional, Loan Pricing
Kristen Quinn, Professional, Loan Pricing
Trang Nguyen, Professional, Loan Pricing
Cynthia Schwartz, Senior Director, TAH Production & Sales
Christina House, Manager, Structured Production & Sales
Annie Gong, Director, Structured Production & Sales
Lindsey Tilton, Senior Underwriter, Risk Distribution & Credit
Meghan McGuire, Senior Underwriting Associate, Risk Distribution & Credit
Pamela Dent, Vice President, Asset Management
Laura Sivak, Senior Manager, Guarantor Risk & Investor Relations
Annie Reksono, Manager, Special Servicing
Grace Chu, Associate II, Multifamily Research
Indira Lall, Associate General Counsel, Mortgage Securities -
EventMay 8 – May 9Novogradac 2025 Affordable Housing Conference San Francisco, California
Freddie Mac Attendees:Michael McDonald, Senior Associate, Targeted Affordable Housing
Arellana Bacon, Analyst, Targeted Affordable Housing -
EventMay 18 – May 21MBA Commercial/MF Finance Servicing & Technology Conference Hollywood, Florida
Freddie Mac Speakers:Carl McLaughlin, Vice President, Loan Servicing
Pamela Dent, Vice President, Asset Management
Gina Thompson, Senior Director, Surveillance
Michael Jozwiak, Senior Director, Financial Crimes
Cindy Ina, Senior Director, Surveillance Freddie Mac Attendees:Various attendees from Asset Management & Operations and Multifamily Legal
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
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.Currently there are no upcoming webinars for this business line. Visit Optigo Academy to access self-paced learning courses instead.
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