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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EventOctober 7 – October 92024 NMHC Student Housing Conference Las Vegas, Nevada
Freddie Mac Attendees:Patrick Wallace, Director, Underwriting & Credit
Kalie Angle, Director, Production & Sales
Daniel Koch, Senior Producer, Production & Sales
Stephanie Nyberg, Senior Associate, Production & Sales
Laura Sivak, Senior Manager, Asset Management
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EventOctober 16 – October 18AHIC Fall Affordable Housing Summit Atlanta, Georgia
Freddie Mac Attendees:Catherine Evans, Vice President, Underwriting & Credit (LIHTC equity, TAH, SBL)
Nikki Harvey, Underwriting Director, LIHTC Investments
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:Luba Kim-Reynolds, Senior Director, Investor Relations & ESG Initiatives
Ryan Sherriff, Production Manager, TAH Freddie Mac Attendees:Cynthia Schwartz, Senior Production Director, TAH
Annie Gong, Production Director, TAH
Christina House, Production Manager, TAH
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EventOctober 21 – October 23ABS East Miami, Florida
Freddie Mac Attendees:Luba Kim-Reynolds, Senior Director, Investor Relations & ESG Initiatives
Conventional Education
Multifamily Process Overview
Walk through the Freddie Mac Multifamily production and underwriting processes and how they contribute to our mission.
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
2024 Optigo® Essentials: Conventional
Access the presentation decks for the spring workshops held in the Conventional regions (NE/CE/WE/SE).
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 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 Underwriting Basics
Walk through the TAH underwriting process from start to finish in this module.
Targeted Affordable Housing
2024 Optigo® Essentials: TAH
Access the presentation deck for the TAH workshop held on May 22.
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
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.
Small Balance Loan Education
2024 Optigo® Essentials: SBL
Access the presentation deck for the SBL workshop held on April 24.
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
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
2024 Optigo® Essentials: Seniors Housing Workshop
Access the presentation deck for the Seniors Housing workshop held on February 29.
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.
Servicer Education
2024 Optigo Essentials: Loan Servicing
Access the presentation for the Optigo Essentials: Loan Servicing workshop held on June 26.
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
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