Events and Education
Latest Events
Freddie Mac Multifamily staff speaking engagements or attendance at industry events are listed as they're confirmed.
![Events and Education](/sites/g/files/ynjofi151/files/events_education_promo.png)
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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EventJuly 25 – July 28Diversity in Commercial Real Estate Conference New York City, New York
Freddie Mac Speakers:Lawrence Washington, Senior Director, Underwriting & Credit (RDC) -
EventSeptember 9 – September 11Travois Indian County Affordable Housing & Economic Development Conference Seattle, Washington
Freddie Mac Attendees:Gabrielle Marine, Production Analyst, LIHTC Investments -
EventSeptember 23 – September 252024 ACAMS Conference Las Vegas, Nevada
Freddie Mac Attendees:Erlita Shively, Vice President, Counterparty Risk & Compliance
Alicia McCartney, Director, Servicer Compliance
Steven Cato, Director, Multifamily Audit -
EventSeptember 23 – September 252024 NIC Fall Conference Washington, D.C.
Freddie Mac Attendees:Kathy Ryser, Senior Director, Seniors Housing Underwriting & Credit
Benjamin Barash, Manager, Seniors Housing Underwriting & Credit
Andrew Jachna, Senior Underwriter, Seniors Housing Underwriting & Credit -
EventOctober 7 – October 92024 NMHC Student Housing Conference Las Vegas, Nevada
Freddie Mac Attendees:Patrick Wallace, Director, Underwriting & Credit
Laura Sivak, Senior Manager, Asset Management -
EventOctober 16 – October 18AHIC Fall Affordable Housing Summit Atlanta, Georgia
Freddie Mac Attendees:Catherine Evans, Vice President, Underwriting & Credit (LIHTC equity, TAH, SBL)
Chris Weber, Senior Production Manager, LIHTC Investments
Sam Wheeler, Production Associate, LIHTC Investments
Gabby Marine, Production Analyst, LIHTC Investments -
EventOctober 21 – October 24OFN Annual Conference Los Angeles, California
Freddie Mac Speakers:Ryan Sherriff, Production Manager, TAH
Multifamily Appraisals 101
This primer covers important processes and requirements to support those working on Multifamily appraisal reports.
Production and Pricing Overview
Learn more about specific products and the pricing process, including the quote sheet, servicing fee schedule and rate-lock.
Multifamily Process Overview
Walk through the Freddie Mac Multifamily production and underwriting processes and how they contribute to our mission.
Organizational Chart Overview
Get an overview of the organizational chart process and insight into the factors that impact the org structure.
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.
TAH Underwriting Basics
Walk through the TAH underwriting process from start to finish in this module.
TAH Prescreen Submission
You'll learn best practices around the TAH prescreen submission process necessary to receive a quote on a new loan opportunity.
TAH Product Basics
In this module, you'll learn the basics about the various affordable products Freddie Mac Multifamily offers.Currently there are no upcoming webinars for this business line. Visit Optigo Academy to access self-paced learning courses instead.
Quote Request Submissions
Get best practices on submitting a quote to the Freddie Mac Seniors Housing Team.
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.
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 Medicaid Analysis
Make your loan submissions smoother by including the correct information and calculations for properties that include Medicaid units.
NIC Market & Inventory Analysis
Review the property comparable submission. Topics include rental and sales comparables, occupancy and construction/pipeline.
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.