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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EventNovember 18 – November 20AHF Live Chicago, Illinois
Freddie Mac Attendees:Steve Johnson, Senior Vice President, Production & Sales
Peter Lillestolen, Vice President, TAH Production & Sales
Curtis Melvin, Senior Director, TAH Production & Sales
Cindy Schwartz, Senior Director, TAH Production & Sales
Naureen Dhanani, Senior Manager, TAH Production & Sales
Gavin Richardson, Senior Manager, TAH Production & Sales
Rebekah Benz, Senior Producer, Conventional Production & Sales
Kentez Montgomery, Producer, TAH Production & Sales
Chris Osborn, Manager, TAH Production & Sales
Justin Dailey, Senior Producer, TAH Production & Sales
Joe Morris, Senior Associate, TAH Production & Sales
Chris Weber, Senior Production Manager, LIHTC Investments
Catherine Evans, Vice President, Underwriting & Credit
Elizabeth Lawson, Director, TAH Underwriting & Credit
Michael Roberts, Director, TAH Underwriting & Credit
Nikki Harvey, Underwriting Director, LIHTC Investments
David Bain, Director, TAH Underwriting & Credit
Deryck Toney, Manager, TAH Underwriting & Credit
Abdul Salam, Senior Underwriter, Conventional Underwriting & Credit
Deonna Epps, Manager, TAH Underwriting & Credit
Arlene House, Manager, TAH Underwriting & Credit
Rich Meng, Senior Director, Multifamily Loan Pricing
Matthew Russell, Manager, Multifamily Loan Pricing
Guy Nelson, Managing Associate General Counsel, Multifamily Real Estate Legal
Mike Morosi, Senior Director, Mission, Policy & Strategy
Carley Ferington, Manager, Production Operations -
EventJanuary 12 – January 15CREFC January Miami, Florida
Freddie Mac Speakers:Luba Kim-Reynolds, Senior Director, Investor Relations & ESG Initiatives
Sara Hoffmann, Senior Director, Multifamily Research -
EventJanuary 22InterFace Denver Multifamily Denver, Colorado
Freddie Mac Attendees:Patrick Wallace, Director, Underwriting & Credit -
EventJanuary 27 – January 29ASHA Annual Meeting Phoenix, Arizona
Freddie Mac Attendees:Jeff Bagley, Production Manager, Seniors Housing -
EventJanuary 28 – January 302025 NMHC Annual Meeting Las Vegas, Nevada
Freddie Mac Attendees:Kevin Palmer, head of Multifamily
Bill Buskirk, Chief Operating Officer & Senior Vice President
Ian Ouwerkerk, Senior Vice President, Underwriting & Credit
Steve Johnson, Senior Vice President, Production & Sales
Meg McElgunn, Vice President, Conventional Production & Sales
Steve Lineberger, Vice President, Conventional Production & Sales
Kelly Chou, Senior Director, Conventional Production & Sales
Catherine Justice, Senior Director, Conventional Production & Sales
Preslava Kovatchevska, Senior Director, Conventional Production & Sales
John Stepien, Senior Director, Conventional Production & Sales
Alexandra Chardell, Director, Conventional Production & Sales
Kalie Angle, Director, Conventional Production & Sales
Brian Anderson, Director, Conventional Production & Sales
Eric Ealy, Director, Conventional Production & Sales
Doug Dallmeyer, Director, Conventional Production & Sales
Jim Dishmon, Director, Conventional Production & Sales
Carley Ferington, Manager, Production Operations
Adam Monti, Vice President, Underwriting & Credit (Conventional)
Caitlin Myhre, Vice President, Underwriting & Credit (RDC)
Rob Hammett, Senior Director, Underwriting & Credit
Pam Bates, Senior Director, Underwriting & Credit
Tim O'Neill, Vice President, Multifamily Real Estate Law
Leta Principe, Managing Associate General Counsel, MF Real Estate
Mike Case, Vice President, Multifamily Loan Pricing -
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