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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EventFebruary 23 – February 26SFVegas 2025 Las Vegas, Nevada
Freddie Mac Attendees:Robert Koontz, Senior Vice President, Multifamily Capital Markets
Ling Xu, Vice President, Multifamily Investments & Portfolio Management
Jason Griest, Vice President, Multifamily Securitization
Weidong Shi, Senior Director, Multifamily Securitization
Luba Kim-Reynolds, Senior Director, Investor Relations & Impact Initiatives
Phil Valos, Senior Manager, Investor Relations -
EventFebruary 26 – March 1NH&RA Annual Meeting Miami, Florida
Freddie Mac Attendees:Peter Lillestolen, Vice President, Targeted Affordable Housing -
EventMarch 4CREFC High Yield, Distressed Assets, & Servicing Conference Freddie Mac Speakers:Rich Carlson, Vice President, Surveillance
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EventMarch 5 – March 72025 NIC Spring Conference San Diego, California
Freddie Mac Attendees:Shailini Nehra, Production Director, Seniors Housing
Jeff Bagley, Production Manager, Seniors Housing
Steph Soares, Production Manager, Seniors Housing
Andrew Jachna, Senior Underwriter, Seniors Housing -
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EventMarch 112025 Spring Multifamily Development & Investment Conference and Expo Denver, Colorado
Freddie Mac Speakers:Adam Anderson, Senior Manager, Production & Sales Freddie Mac Attendees:Patrick Wallace, Director, Underwriting & Credit -
EventApril 9 – April 11Interface Student Housing Austin, Texas
Freddie Mac Attendees:Kalie Angle, Director, Production & Sales
Patrick Wallace, Director, Credit & Underwriting
Conventional Education
Multifamily Appraisals 101
This primer covers important processes and requirements to support those working on Multifamily appraisal reports.
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 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.
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 Underwriting Basics
Walk through the TAH underwriting process from start to finish in this module.
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.
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.
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
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
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.
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