Events and Education
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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 20 – October 222025 NMHC Student Housing Conference Scottsdale, Arizona
Freddie Mac Attendees:Patrick Wallace, Director, Underwriting & Credit
Victoria Morell, Underwriter, Underwriting & Credit
Kalie Angle, Director, Production & Sales
Daniel Koch, Senior Producer, Production & Sales
Stephanie Nyberg, Producer, Production & Sales
Kelly Marron, Producer, Production & Sales
Laura Sivak, Senior Manager, Asset Management -
EventNovember 4 – November 6ULI Fall Meeting San Francisco, California
Freddie Mac Attendees:Kevin Palmer, Head of Multifamily
Steve Johnson, Senior Vice President, Production & Sales
Peter Lillestolen, Vice President, Targeted Affordable Housing
Kalie Angle, Director, Production & Sales -
EventNovember 17 – November 192025 NMHC OPTECH Las Vegas, Nevada
Freddie Mac Attendees:Michael Lang, Senior Director, Strategic Transformation
Sloane Duhe, Director, Strategic Transformation
Kelly Eisenhart, Director, Strategic Transformation
Colton Miller, Director, Strategic Transformation
Ethan Quinn, Senior Director, Technology & Operational Risk
Jigna Gulati, Senior Director, Technology & Operational Risk
Whitney Begg, Director, Technology & Operational Risk -
EventDecember 2Bisnow Multifamily Annual Conference East North Bethesda, Maryland
Freddie Mac Attendees:Doug Dallmeyer, Director, Conventional Production & Sales
Julianne Moran, Senior, Conventional Production & Sales
Sean Leavenworth, Associate, Conventional 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 Appraisals 101
This primer covers important processes and requirements to support those working on Multifamily appraisal reports.
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 Process Overview
Walk through the Freddie Mac Multifamily production and underwriting processes and how they contribute to our mission.
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.
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 Prescreen Submission
You'll learn best practices around the TAH prescreen submission process necessary to receive a quote on a new loan opportunity.Currently there are no upcoming webinars for this business line. Visit Optigo Academy to access self-paced learning courses instead.
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
Quote Request Submissions
Get best practices on submitting a quote to the Freddie Mac Seniors Housing Team.
Seniors Housing
NIC Market & Inventory Analysis
Review the property comparable submission. Topics include rental and sales comparables, occupancy and construction/pipeline.
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.
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