Events and Education
Latest Events
Freddie Mac Multifamily staff speaking engagements or attendance at industry events are listed as they're confirmed.
Spring Workshops
Our 2024 Optigo® Essentials workshop schedule is set! Check the respective business tab to see the dates, locations and to register for the event.
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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EventMay 19 – May 22MBA Commercial/MF Finance Servicing & Technology Conference New Orleans, Louisiana
Freddie Mac Attendees:Various attendees from Asset Management & Operations and Multifamily Legal -
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EventApril 30 – May 2AHIC Spring Meeting Milwaukee, Wisconsin
Freddie Mac Attendees:Nikki Harvey, Underwriting Director, LIHTC Investments
Chris Weber, Senior Production Manager, LIHTC Investments
Sam Wheeler, Production Associate, LIHTC Investments -
EventMay 1 – May 2NH&RA Spring Developers Forum Denver, Colorado
Freddie Mac Speakers:Sara Hoffmann, Senior Director, Multifamily Research -
EventMay 2 – May 3Novogradac 2024 Affordable Housing Conference San Francisco, California
Freddie Mac Attendees:Nikki Harvey, Underwriting Director, LIHTC Investments
Chris Weber, Senior Production Manager, LIHTC Investments
Kentez Montgomery, Senior Producer, Targeted Affordable Housing -
EventMay 8 – May 9Crittenden Multifamily Conference Grapevine, Texas
Freddie Mac Speakers:Alexandra Chardell, Production Director, Conventional -
EventMay 21 – May 22NIC Data & Analytics Conference Minneapolis, Minnesota
Freddie Mac Attendees:Kathy Ryser, Senior Director, Seniors Housing Underwriting & Credit -
EventMay 22 – May 24Forum on Affordable Housing and Community Development Law Washington, D.C.
Freddie Mac Speakers:Curtis Melvin, Senior Production Director, TAH -
EventJune 10 – June 13NCSHA 2024 Housing Credit Connect Atlanta, Georgia
Freddie Mac Attendees:Peter Lillestolen, Vice President, TAH and Seniors Housing
Chris Weber, Senior Production Manager, LIHTC Investments
Sam Wheeler, Production Associate, LIHTC Investments -
EventJune 10 – June 12CREFC Annual Conference New York City, New York
Freddie Mac Attendees:Various attendees from Multifamily Capital Markets, Production, Underwriting, and Asset Management & Operations
Conventional Education
Multifamily Process Overview
Walk through the Freddie Mac Multifamily production and underwriting processes and how they contribute to our mission.
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
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.
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 Product Basics
In this module, you'll learn the basics about the various affordable products Freddie Mac Multifamily offers.
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.Currently there are no upcoming webinars for this business line. Visit Optigo Academy to access self-paced learning courses instead.
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
NIC Market & Inventory Analysis
Review the property comparable submission. Topics include rental and sales comparables, occupancy and construction/pipeline.
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.
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