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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EventJuly 22 – July 242024 Texas Housing Conference Austin, Texas
Freddie Mac Attendees:Catherine Evans, Vice President, Underwriting & Credit (LIHTC, TAH, SBL)
Elizabeth Lawson, Senior Underwriting Director, TAH
Michael Roberts, Senior Underwriting Director, TAH
David Bain, Underwriting Director, TAH
Gavin Richardson, Senior Production Manager, TAH
Naureen Dhanani, Senior Production Manager, TAH
Christopher Osborn, Production Manager, TAH
Kentez Montgomery, Senior Producer, TAH
Justin Dailey, Senior Producer, TAH
Rebekah Benz, Senior Producer, TAH
Daniel Herrera, Senior Associate, TAH
Christopher Williams, Senior Associate, TAH
Matthew Russell, Manager, Loan Pricing
Peter Freeman, Associate General Counsel, Multifamily Real Estate -
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 -
EventOctober 21 – October 24OFN Annual Conference Los Angeles, California
Freddie Mac Speakers:Ryan Sherriff, Production Manager, TAH
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