Asset Management
Our suite of tools and resources are designed to help servicers get business done.
Lender Applications
Freddie Mac’s asset management tools and resources allow servicers to actively manage the financial health and physical stability of the properties within their portfolio.
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Property Reporting System (PRS)
Enables servicers to collect and validate property assessments and to create and resolve loan compliance items.

Document Management System (DMS)
Used for storing, managing and retrieving loan documents.

Consent Request Tracker (CRT)
Allows servicers to track the progress of borrower consent requests, including loan and status changes, and to facilitate communication between involved parties.

Insurance Compliance Tool (ICT)
Allows lenders to submit insurance coverage documentation and request coverage requirement waivers.
Resources
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AMO Organization Charts
- .pdf Loan Administration 08/01/2025
- .pdf Loan Servicing 08/01/2025
- .pdf Special Servicing 08/01/2025
- .pdf Surveillance 08/01/2025
- .pdf AMO Leadership 05/19/2025
- .pdf Counterparty Risk & Compliance 03/03/2025
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Asset Management References
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.xls
Property Management Company List
07/31/2025
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.pdf
Servicing Standard - Ongoing Screening of Restricted Party Lists
06/23/2025
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.pdf
Multifamily Market Ratings for Markets Predicted to Perform Significantly Below Average
06/02/2025
- .pdf Adverse Action Notices FAQs 05/27/2025
- .pdf DMS Job Aid for Uploading Adverse Action Notices 05/27/2025
- .doc Notice of Default and Reservation of Rights (Conventional) 05/01/2025
- .doc Notice of Default and Reservation of Rights (SBL) 05/01/2025
- .doc Reservation of Rights 05/01/2025
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.pdf
NYC Local Law 97 Servicer Guidance
01/30/2024
local law 97, decarbonization
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.pdf
Servicing Standard - Securitization Loan Advancing Guidance for Sub-Servicers
08/17/2023
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.pdf
Customer Due Diligence Search Tips
07/25/2023
- .pdf Green Improvements, Completion Monitoring and Modifications 06/20/2023
- .pdf Information Security Best Practices 06/15/2023
- .pdf Servicing Best Practices for Securitized Deals 05/24/2023
- .html Organizational Chart - Interactive Guidance 04/13/2023
- .pdf Loan Riders Tracking Guidance 03/27/2023
- .pdf New PRS Compliance LIT: WL/Assessment Inquiry 01/26/2023
- .pdf Green Benchmarking Data Collection Guide 08/19/2025
- .pdf Green Benchmarking Data Consultant Requirements 01/13/2025
- .pdf Green Benchmarking Metrics Submission Guide 08/19/2025
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.pdf
Material Vendor Update
10/12/2022
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.doc
Disaster Forbearance Agreement
10/12/2022
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.pdf
Moisture Management Plan Handbook
09/20/2022
Freddie Mac requirements for mold and moisture management and mitigation.
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.pdf
Kensington Cap Escrow Process
03/29/2022
Overview document of the Kensington Cap Escrow process
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.pdf
Watchlist Management
07/15/2019
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.pdf
PRS Watchlist Process
12/10/2018
- .xls Cap Escrow Adjustment Worksheet 02/12/2012
- .html Green Benchmarking and Utility Resources
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.xls
Property Management Company List
07/31/2025
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Borrower Consents/Assumptions
- .pdf Returned Consent Package Job Aid 12/17/2024
- .pdf Public Records Search Requirements 04/22/2025
- .pdf Common Misses on Loan Assumption Submissions 03/30/2023
- .pdf Freddie Mac's Approach to Loan Assumption Requests 05/28/2021
- .pdf Providing a Better Loan Assumption Process for Borrowers 05/20/2021
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.pdf
Transfer of Ownership Underwriting Requirements by Party
06/27/2016
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COVID-19 Forbearance - Additional Relief
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.doc
Extension of Forbearance Period - Amendment to COVID-19 Forbearance Agreement for All Loans
09/30/2021
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.doc
Extension of Repayment Period - Amendment to COVID-19 Forbearance Agreement for All Loans
09/30/2021
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.doc
Reallocation of Repayments - Amendment to COVID-19 Forbearance Agreement for All Loans
09/30/2021
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.pdf
COVID-19 Multifamily Servicing Standard - Forbearance - Additional Relief (September)
09/10/2020
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.pdf
COVID-19 Multifamily Servicing Standard - Forbearance - Additional Relief (June)
06/28/2020
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.doc
Extension of Forbearance Period - Amendment to COVID-19 Forbearance Agreement for All Loans
09/30/2021
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COVID-19 Forbearance - Program Extension
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.pdf
COVID-19 Multifamily Servicing Standard - Forbearance - Extension - No End Date
09/30/2021
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.pdf
COVID-19 Multifamily Servicing Standard - Forbearance - Extension to September 2021
06/09/2021
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.pdf
COVID-19 Multifamily Servicing Standard - Forbearance - Extension to June 2021
03/16/2021
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.pdf
COVID-19 Multifamily Servicing Standard - Forbearance - Extension to March 2021
12/23/2020
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.pdf
COVID-19 Multifamily Servicing Standard - Forbearance - Extension - No End Date
09/30/2021
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COVID-19 Servicing Resources
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.pdf
COVID-19 Multifamily Servicing Standard – Notice to Vacate Requirements - Additional Guidance
07/11/2023
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.pdf
COVID-19 DSR Release Overview - Conventional and Specialty
08/01/2022
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.pdf
COVID-19 DSR Release FAQs
12/13/2021
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.pdf
COVID-19 DSR Release Overview - SBL
12/13/2021
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.doc
COVID-19 Forbearance Agreement for All Loans
09/30/2021
To be used with porfolio and securitized loans
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.doc
COVID-19 30-Day Eviction Notice Reminder (Servicing)
08/03/2021
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.pdf
COVID-19 Multifamily Servicing Standard – Notice to Vacate Requirements
08/03/2021
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.pdf
COVID-19 Forbearance Program FAQs
07/01/2020
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.pdf
COVID-19 Multifamily Servicing Standard – Forbearance
06/30/2020
- .doc COVID-19 Servicing - Bailee Acknowledgment 03/31/2020
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.pdf
COVID-19 Forbearance Procedure
03/30/2020
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.pdf
COVID-19 Multifamily Servicing Standard – Notice to Vacate Requirements - Additional Guidance
07/11/2023
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Insurance
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.pdf
02/24/2025: Insurance Insider
02/24/2025
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.pdf
May 2025: Insurance Perspectives Call Q&A
05/14/2025
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.pdf
Sept. 2024: Insurance Perspectives Call Q&A
09/24/2024
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.pdf
Summary of Multifamily Insurance Changes
07/31/2025
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.pdf
02/24/2025: Insurance Insider
02/24/2025
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Numbered Guide Forms
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.html
Multifamily Annual Certification Report (Form 16M)
05/21/2022
To access these forms, you will need a valid User ID and password for the Multifamily Eligibility System (MES). Contact your system administrator for access to the MES.
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.html
Multifamily Annual Certification Report - Structured Transaction & Tax-Exempt Bond Seller/Servicers (Form 17M)
05/13/2022
To access these forms, you will need a valid User ID and password for the Multifamily Eligibility System (MES). Contact your system administrator for access to the MES.
- .pdf Loan and Real Estate Owned (REO) Expenses and Income (Form 104)
- .pdf Letter of Credit - SBL Certification (Form 921)
- .pdf Transfer of Servicing Agreement (Form 981M) 02/22/2024
- .pdf Wire Transfer Authorization - Cash Warehouse Delivery (Form 987M)
- .pdf Multifamily Certificate of Authorized Representative (Form 988M) 04/18/2024
- .pdf Multifamily Certificate of Corporate Secretary (Form 989M) 04/18/2024
- .pdf Certificate of Limited Liability Company Secretary/Authorized Representative (Form 990M) 04/18/2024
- .pdf Warehouse Lender Release of Security Interest (Form 996M)
- .zip Value-Add Monitoring (Form 1028)
- .xls Reserves Held in Custodial Accounts (Form 1056) 06/15/2023
- .pdf Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions (Form 1057A) 10/20/2022
- .pdf Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account (Form 1057) 06/15/2023
- .pdf Letter Agreement for Servicer's Reserve Custodial Account (Form 1058) 10/20/2022
- .pdf Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account (Form 1059) 06/15/2023
- .pdf Letter Agreement for Reserve Custodial Account (Form 1060) 10/20/2022
- .pdf Certificate of Incumbency and Authority To Draft Against Custodial Accounts (Form 1061)
- .pdf Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts (Form 1061A)
- .pdf Sight Draft (Form 1062)
- .pdf Notice Letter - Alternative CE Bond Billing Procedure (Form 1063)
- .pdf Authorization for Automatic Transfer of Funds from a Principal and Interest Custodial Account Through the ACH (Form 1064) 06/15/2023
- .pdf Report of IRS Form 1099-A and 1099-C Filings (Form 1065M)
- .pdf Legal Referral Form (Form 1101)
- .zip Seismic Risk Assessment Summary (Form 1102)
- .zip Environmental Site Assessment (Form 1103) 05/22/2025
- .zip Green Report (Form 1106) 12/14/2023
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.zip
Multifamily Seller/Servicer Change Notification (Form 1107M)
06/13/2024
To view this form, download and open the form in Adobe Reader
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.xls
Physical Risk Report (Form 1108)
08/26/2025
Use this physical risk report for Conventional and Targeted Affordable Housing Loans
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.html
Multifamily Annual Certification Report - Servicer Only (Form 1110M)
05/16/2022
To access these forms, you will need a valid User ID and password for the Multifamily Eligibility System (MES). Contact your system administrator for access to the MES.
- .pdf Certification - Organizational Chart (Form 1114) 06/13/2024
- .xls Real Estate Schedule (Form 1116) 08/26/2025
- .xls Student Housing Questionnaire (Form 1120)
- .pdf Borrower Application for Partial Release or Easement (Form 1125)
- .pdf Acknowledgement of Property Improvement Alterations (Form 1126)
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.html
Seller/Servicer Certification of Insurance Coverage (Form 1133)
To access this form you will need a valid User ID and password for the Insurance Compliance Tool (ICT). Contact your system administrator for access to the ICT.
- .pdf Hazard Loss Notification and Plan (Form 1140) 09/14/2023
- .pdf Hazard Loss Disbursement Request (Form 1140-DR) 09/14/2023
- .xls Multifamily Principal & Interest Custodial Account Reconciliation Worksheet (Form 1143)
- .pdf Verification of Collections (Form 1144)
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.pdf
System Administrator Add/Update/Remove Request (Form 1146)
08/26/2025
To view this form, download and open the form in Adobe Reader
- .pdf System User Verification and Certification (Form 1148) 08/26/2025
- .pdf System Administrator Verification and Certification (Form 1149) 08/26/2025
- .pdf Wire Transfer Authorization - Non-Warehoused Mortgage (Form 1150)
- .zip Green Retrofits Certification (Form 1209)
- .xls Forward Commitment Monitoring Report (Form 5150)
- .pdf Waiver of 50-page Limit for SBL Appraisal (Form 6011)
- .zip Borrower and Key Borrower Principal Blanket Certification (Form 1112) 12/12/2024
- .zip Borrower and Key Borrower Principal Certificate (Form 1115) - 07/01/2025 07/01/2025
- .pdf Employer Enabled Permanent Supportive Housing Borrower Certification (Form 1134) 08/15/2024
- .zip Potential Fraud Tip Reporting (Form 1129) 02/27/2025
- .xls Property Condition Assessment (Form 1105) 08/26/2025
- .xls SBL Physical Risk Report (Form 1104) 08/26/2025
- .pdf Transfer of Securitized Servicing Agreement (Form 983M) 08/15/2024
- .pdf Wire Transfer Authorization (Form 483M) 04/18/2024
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.html
Multifamily Annual Certification Report (Form 16M)
05/21/2022
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PRS Assessment
- .pdf Portfolio Watchlist Reporting 06/30/2025
- .pdf PRS Servicer Contacts 06/30/2025
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.pdf
Assessments Completion Best Practices
07/08/2025
This document is a supplement for the PRS Template desk references. It provides general reminders and highlights common data discrepancies in submissions.
- .xls Assessment — File Naming Conventions 02/08/2024
- .pdf Financial Statement and Rent Roll Submission Protocol 02/08/2024
- .pdf Float-to-Fixed Loan — Loan Conversion Desk Reference 02/08/2024
- .pdf How to Filter Data in PRS 02/08/2024
- .pdf PRS Excel Setting User Guide 02/08/2024
- .pdf PRS Late Assessment Guide 01/26/2023
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.pdf
PRS Frequently Asked Questions
01/31/2022
This frequently asked document summarized key information needed to use the PRS application.
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.pdf
PRS Quick Start Manual
01/31/2022
A manual to assist you with logging in, uploading files, downloading files and maintaining your PRS account.
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PRS Assessment: AIF & LMF
- .pdf PRS Annual Inspection Form (AIF) Desk Reference 07/08/2025
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.xls
PRS AIF Data Validation Chart
07/08/2025
Provides descriptions for all required data fields in the submission of an AIF.
- .pdf Inspection Update FAQs 07/01/2025
- .pdf Loan Management Form (LMF) FAQs 07/08/2024
- .pdf PRS Loan Management Form (LMF) Desk Reference 12/05/2023
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PRS Assessment: CREFC
- .pdf PRS CREFC Servicer Underwriting Report Job Aid 02/14/2024
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.xls
PRS CREFC Individual and Bulk Template Data Dictionary
02/14/2024
Individual and Bulk templates have the same data points
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.xls
Coding Matrix Guidelines
02/08/2024
- .pdf PRS CREFC Desk Reference for Individual and Bulk Templates 01/24/2023
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.xls
PRS CREFC Validation - NOIWS and OSAR
01/24/2022
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.pdf
Checklist Reference
07/14/2017
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.xls
Bond ADS Supplemental Form
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.xls
Co-op Assessment Supplemental Form
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.xls
Unstabilized Property Monitoring Form
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PRS Loan Compliance
- .pdf Hazard Loss Quick Guide 03/26/2025
- .pdf Loan Compliance Desk Reference 05/02/2024
- .pdf Float-to-Fixed Loan — Loan Conversion Desk Reference 02/08/2024
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.pdf
Borrower Certification - Completion
09/14/2023
Submit when all property repairs have been completed.
- .pdf Borrower Certification - Completion of Restoration 09/14/2023
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.pdf
Borrower Certification - Partial Completion
09/14/2023
Submit when some of the property repair items have been completed, but there are still a few items outstanding.
- .pdf PRS Loan Compliance Monitoring & Reporting (Seller/Servicer User Guide) 10/03/2022
- .xls Loan Compliance — Document Naming Conventions 01/31/2022
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PRS Reserve Reporting
- .pdf Reserve Reporting: Seller/Servicer User Guide 04/30/2015
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Servicer Special Request Forms
- .pdf CSO Certification (MHC Tenant Protections) 04/14/2022
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.doc
COVID-19 DSR Release Request Form
06/04/2021
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.pdf
Business Guidance Request - Securitized Loan
Complete and upload to DMS when you want to ask for advice on how to implement the Freddie Mac Multifamily Servicing Standard.
- .pdf CSO Certification (Rent Restrictions) 04/06/2023
- .pdf CSO Certification (Freddie Mac-Owned Loan)
- .pdf CSO Certification (Securitized Loan)
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.zip
Easement Request
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.zip
General Servicing Request
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.zip
Kensington Cap Escrow Adjustment Request
- .pdf Property Management Change Certification
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.zip
Property Management Change Request
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.zip
Property Partial Release Request
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.zip
Release/Extension of Monetary Collateral Request
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.zip
Repair/Rehab Agreement Extension/Modification Request
- .doc Return to Master Servicer Memo 05/30/2025
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.zip
Transfer of Ownership/Assumption Request
- .pdf Uniform Supplemental Financing Checklist
- .pdf Counterparty Approval Request
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.xls
Servicer's Proforma
- .doc Special Servicer - Officer’s Certificate 05/30/2025
Additional Materials
Guide and Forms
Access our Guide forms used in selling and servicing processes, along with our Guide Bulletin archive.