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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

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  • June 6 – June 7

    CAHEC Partners Conference

    Raleigh, North Carolina

    Freddie Mac Attendees:Chris Weber, Senior Production Manager, LIHTC Investments
  • June 12 – June 14

    CREFC Annual Conference

    New York City, New York

    Freddie Mac Speakers:Carl McLaughlin, Vice President, Loan Servicing
    Jason Griest, Vice President, Securitization
    Megan McElgunn, Vice President, Conventional
  • June 13 – June 16

    NCSHA 2023 Housing Credit Connect

    Seattle, Washington

    Freddie Mac Attendees:Peter Lillestolen, Senior Production Director, TAH and Seniors Housing
    Chris Weber, Senior Production Manager, LIHTC Investments
    Yon Bassal, Underwriting Manager, LIHTC Investments
    Sam Wheeler, Production Associate, LIHTC Investments
  • July 24 – July 26

    2023 Texas Housing Conference

    Austin, Texas

    Freddie Mac Attendees:Michael Roberts, Senior Director, TAH Underwriting & Credit
    David Bain, Director, TAH Underwriting & Credit
  • 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.
  • 2020-2022 Top Audit Issue: CDD

    The first module in our microlearning series covers customer due diligence (CDD), a top audit issue. Walk through this short module to learn how to perform better CDD.
  • 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.
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