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Events and Education

Spring Workshops

Our Optigo® Essentials workshop schedule is set! Register for the workshop applicable to your business line to take advantage of the educational and networking opportunities.

Events and Education

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One-stop online learning for Optigo lenders.

Access self-paced courses to learn something new or to refresh your knowledge.

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  • Event
    April 22 – April 24
    AHIC Spring Affordable Housing Summit Pittsburgh, Pennsylvania
    Freddie Mac Attendees:Nikki Harvey, Underwriting Director, LIHTC Investments
    Yon Bassal, Underwriting Manager, LIHTC Investments
    Ryan Sherriff, Production Manager, Targeted Affordable Housing
    Sam Wheeler, Production Associate, LIHTC Investments
    Gabby Marine, Production Analyst, LIHTC Investments
  • Event
    May 5 – May 7
    MHI Congress & Expo Orlando, Florida
    Freddie Mac Attendees:David Snyder, Senior Production Manager, Conventional
    Marisa Valaro, Senior Producer, Conventional
    Tom Martin, Underwriting Director, Conventional
    Patrick Wallace, Underwriting Director, Conventional
    Michael Morosi-Brown, Senior Director, Mission, Policy & Strategy
  • Event
    May 7
    CREFC Spring Symposium New York City, New York
    Freddie Mac Attendees:Luba Kim Reynolds, Senior Director, Investor Relations
    Sharon Cao, Associate, Investor Relations
    Yasmin Akhtar, Analyst, Investor Relations
    Helen Liu, Director, Structuring
    Feng Cheng, Manager, Structuring
    Maddie Wainwright, Associate, Securitization
    Sabrina Kersten, Senior Analyst, Securitization
    Megan Byrne, Professional, Loan Pricing
    Kristen Quinn, Professional, Loan Pricing
    Trang Nguyen, Professional, Loan Pricing
    Cynthia Schwartz, Senior Director, TAH Production & Sales
    Christina House, Manager, Structured Production & Sales
    Annie Gong, Director, Structured Production & Sales
    Lindsey Tilton, Senior Underwriter, Risk Distribution & Credit
    Meghan McGuire, Senior Underwriting Associate, Risk Distribution & Credit
    Pamela Dent, Vice President, Asset Management
    Laura Sivak, Senior Manager, Guarantor Risk & Investor Relations
    Annie Reksono, Manager, Special Servicing
    Grace Chu, Associate II, Multifamily Research
    Indira Lall, Associate General Counsel, Mortgage Securities
  • Event
    May 7
    Invisso U.S. Risk Transfer 2025 Charlotte, North Carolina
    Freddie Mac Attendees:Ling Xu, Vice President, Investments & Portfolio Management
    Weidong Shi, Senior Director, Investments & Portfolio Management
    Steve Stock, Manager, Investments & Portfolio Management
    Phil Valos, Senior Manager, Investor Relations
  • Event
    May 8 – May 9
    Novogradac 2025 Affordable Housing Conference San Francisco, California
    Freddie Mac Attendees:Michael McDonald, Senior Associate, Targeted Affordable Housing
    Arellana Bacon, Analyst, Targeted Affordable Housing
  • Event
    May 18 – May 21
    MBA Commercial/MF Finance Servicing & Technology Conference Hollywood, Florida
    Freddie Mac Speakers:Carl McLaughlin, Vice President, Loan Servicing
    Pamela Dent, Vice President, Asset Management
    Gina Thompson, Senior Director, Surveillance
    Michael Jozwiak, Senior Director, Financial Crimes
    Cindy Ina, Senior Director, Surveillance Freddie Mac Attendees:Various attendees from Asset Management & Operations and Multifamily Legal
  • 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.
  • May 13

    Optigo® Essentials: TAH

  • 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.

  • April 29

    Optigo® Essentials: Seniors Housing

  • NIC Market & Inventory Analysis

    Review the property comparable submission. Topics include rental and sales comparables, occupancy and construction/pipeline.
  • 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.
  • Seniors Housing Medicaid Analysis

    Make your loan submissions smoother by including the correct information and calculations for properties that include Medicaid units.
  • 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.
  • 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.
  • 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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