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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EventJune 21 – June 24
NCSHA Housing Credit Connect
Chicago, Illinois
Freddie Mac Attendees:Peter Lillestolen, Senior Director, TAH Production & Sales
Christopher Weber, Manager, TAH Production & Sales
Sam Wheeler, Senior Analyst, TAH Production & Sales
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EventJuly 17 – July 20
SFVegas 2022
Las Vegas, Nevada
Freddie Mac Speakers:Luba Kim-Reynolds, Director, Investor Relations & ESG Initiatives -
EventJuly 25 – July 27
Texas Housing Conference
Austin, Texas
Freddie Mac Attendees:Kentez Montgomery, Producer, Targeted Affordable Housing Production & Sales
Daniel Herrera, Senior Production Analyst, Targeted Affordable Housing Production & Sales
Rebekah Balint, Senior Associate, Conventional Production & Sales
Gavin Richardson, Production Manager, TAH Production & Sales
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 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.
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.
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.
Seniors Housing
NIC Market & Inventory Analysis
Review the property comparable submission. Topics include rental and sales comparables, occupancy and construction/pipeline.
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.
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
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.
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