Asset Management

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CRT

Consent Request Tracker

CRT Learning Modules

DMS

Document Management System

ICT

Insurance Compliance Tool

PRS

Property Reporting System

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Seller/Servicer Guide

Resources

AMO Organization Charts
1. .pdf Special Servicing 03/01/2023
2. .pdf Surveillance 03/01/2023
3. .pdf Loan Administration 01/02/2023
4. .pdf Loan Servicing 01/02/2023
5. .pdf AMO Leadership 01/02/2023
6. .pdf Counterparty Risk & Compliance 03/01/2023
Asset Management References
1. .doc Disaster Forbearance Agreement 10/12/2022
2. .pdf Material Vendor Update 10/12/2022
3. .pdf Multifamily Market Ratings for Markets Predicted to Perform Significantly Below Average 03/16/2023
4. .pdf New PRS Compliance LIT: WL/Assessment Inquiry 01/26/2023
5. .pdf Servicing Standard - Hurricane Ian - Guidance for Primary Servicers 10/12/2022
6. .xls Property Management Company List 02/28/2023
7. .pdf Kensington Cap Escrow Process 03/29/2022 Overview document of the Kensington Cap Escrow process
8. .pdf Green Advantage® Benchmarking Data Collection Guide 01/19/2023
9. .pdf Green Advantage® Benchmarking Metrics Submission Guide 01/19/2023
10. .html Organizational Chart - Interactive Guidance 11/08/2021
11. .pdf Loan Riders Tracking Guidance 08/12/2020
12. .pdf Servicing Best Practices for Securitized Deals 06/11/2020
13. .pdf Watchlist Management 07/15/2019
14. .pdf Green Improvements, Completion Monitoring and Modifications 06/13/2019
15. .pdf Green Advantage® Benchmarking Data Consultant Requirements 01/19/2023
16. .pdf PRS Watchlist Process 12/10/2018
17. .pdf Transfer of Ownership Underwriting Requirements by Party 06/27/2016
18. .pdf Moisture Management Plan Handbook 09/20/2022 Freddie Mac requirements for mold and moisture management and mitigation.
19. .xls Cap Escrow Adjustment Worksheet 02/12/2012
Borrower Consents/Assumptions
1. .pdf Common Misses on Loan Assumption Submissions 05/28/2021
2. .pdf Freddie Mac's Approach to Loan Assumption Requests 05/28/2021
3. .pdf Providing a Better Loan Assumption Process for Borrowers 05/20/2021
4. .pdf Early Indication/Assumption – FAQs from Sept 2016 Webinar Loan Assumption Process Change 12/13/2016
5. .doc Early Indication/Assumption – Letter to Current Borrower 06/22/2016
6. .doc Early Indication/Assumption – Letter to New Sponsor 06/22/2016
7. .ppt Post Closing Transaction Servicers Tutorial 02/08/2012 Training on Freddie Mac's transaction submission package and process.
COVID-19 Forbearance - Additional Relief
1. .doc Extension of Forbearance Period - Amendment to COVID-19 Forbearance Agreement for All Loans 09/30/2021
2. .doc Extension of Repayment Period - Amendment to COVID-19 Forbearance Agreement for All Loans 09/30/2021
3. .doc Reallocation of Repayments - Amendment to COVID-19 Forbearance Agreement for All Loans 09/30/2021
4. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Additional Relief (September) 09/10/2020
5. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Additional Relief (June) 06/28/2020
COVID-19 Forbearance - Program Extension
1. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Extension - No End Date 09/30/2021
2. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Extension to September 2021 06/09/2021
3. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Extension to June 2021 03/16/2021
4. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Extension to March 2021 12/23/2020
COVID-19 Servicing Resources
1. .pdf COVID-19 DSR Release FAQs 12/13/2021
2. .pdf COVID-19 DSR Release Overview - Conventional and Specialty 08/01/2022
3. .pdf COVID-19 DSR Release Overview - SBL 12/13/2021
4. .doc COVID-19 Forbearance Agreement for All Loans 09/30/2021 To be used with porfolio and securitized loans
5. .doc COVID-19 30-Day Eviction Notice Reminder (Servicing) 08/03/2021
6. .doc COVID-19 Borrower Certification 08/03/2021
7. .pdf COVID-19 Multifamily Servicing Standard – Notice to Vacate Requirements 08/03/2021
8. .pdf COVID-19 Forbearance Program FAQs 07/01/2020
9. .pdf COVID-19 Multifamily Servicing Standard – Forbearance 06/30/2020
10. .doc COVID-19 Servicing - Bailee Acknowledgment 03/31/2020
11. .pdf COVID-19 Forbearance Procedure 03/30/2020
Numbered Guide Forms
1. .html Form 16M: Multifamily Annual Certification Report 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.
2. .html Form 17M: Multifamily Annual Certification Report - Structured Transaction & Tax-Exempt Bond Seller/Servicers 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.
3. .pdf Form 104: Loan and Real Estate Owned (REO) Expenses and Income
4. .pdf Form 483M: Wire Transfer Authorization
5. .pdf Form 921: Letter of Credit - SBL Certification
6. .pdf Form 981M: Transfer of Servicing Agreement
7. .pdf Form 987M: Wire Transfer Authorization - Cash Warehouse Delivery
8. .pdf Form 988M: Multifamily Certificate of Authorized Representative
9. .pdf Form 989M: Multifamily Certificate of Corporate Secretary
10. .pdf Form 990M: Certificate of Limited Liability Company Secretary/Authorized Representative
11. .pdf Form 996M: Warehouse Lender Release of Security Interest
12. .zip Form 1028: Value-Add Monitoring
13. .xls Form 1056: Reserves Held in Custodial Accounts
14. .pdf Form 1057A: Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 10/20/2022
15. .pdf Form 1057: Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 12/15/2022
16. .pdf Form 1058: Letter Agreement for Servicer's Reserve Custodial Account 10/20/2022
17. .pdf Form 1059: Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 12/15/2022
18. .pdf Form 1060: Letter Agreement for Reserve Custodial Account 10/20/2022
19. .pdf Form 1061: Certificate of Incumbency and Authority To Draft Against Custodial Accounts
20. .pdf Form 1061A: Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts
21. .pdf Form 1062: Sight Draft
22. .pdf Form 1063: Notice Letter - Alternative CE Bond Billing Procedure
23. .pdf Form 1065M: Report of IRS Form 1099-A and 1099-C Filings 10/21/2021
24. .pdf Form 1101: Legal Referral Form
25. .zip Form 1102: Seismic Risk Assessment Summary
26. .zip Form 1103: Environmental Site Assessment
27. .zip Form 1104: SBL Physical Risk Report 12/15/2022
28. .zip Form 1105: Property Condition Assessment 12/15/2022
29. .zip Form 1106: Green Report
30. .pdf Form 1107M: Multifamily Seller/Servicer Change Notification 08/26/2021 To view this form, download and open the form in Adobe Reader
31. .zip Form 1108: Physical Risk Report 12/15/2022 Use this physical risk report for Conventional and Targeted Affordable Housing Loans
32. .html Form 1110M: Multifamily Annual Certification Report - Servicer Only 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.
33. .pdf Form 1114: Certification - Organizational Chart
34. .pdf Form 1115 SBL: SBL-Borrower and Borrower Principal Certificate To view this form, download and open the form in Adobe Reader
35. .pdf Form 1115: Borrower and Borrower Principal Certificate To view this form, download and open the form in Adobe Reader
36. .xls Form 1116: Real Estate Schedule
37. .xls Form 1120: Student Housing Questionnaire
38. .pdf Form 1125: Borrower Application for Partial Release or Easement
39. .pdf Form 1126: Acknowledgement of Property Improvement Alterations 04/15/2021
40. .html Form 1133: Seller/Servicer Certification of Insurance Coverage 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.
41. .pdf Form 1140: Hazard Loss Notification and Plan
42. .pdf Form 1140-DR: Hazard Loss Disbursement Request
43. .xls Form 1143: Multifamily Principal & Interest Custodial Account Reconciliation Worksheet
44. .pdf Form 1144: Verification of Collections
45. .pdf Form 1146: System Administrator Add/Update/Remove Request To view this form, download and open the form in Adobe Reader
46. .pdf Form 1148: System User Verification and Certification 04/15/2021
47. .pdf Form 1149: System Administrator Verification and Certification
48. .pdf Form 1150: Wire Transfer Authorization - Non-Warehoused Mortgage
49. .zip Form 1209: Green Retrofits Certification 06/17/2021
50. .xls Form 5150 - Forward Commitment Monitoring Report
51. .pdf Form 6011: Waiver of 50-page Limit for SBL Appraisal
PRS Assessment
1. .pdf PRS Late Assessment Guide 01/26/2023
2. .pdf PRS Frequently Asked Questions 01/31/2022 This frequently asked document summarized key information needed to use the PRS application.
3. .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.
4. .pdf Float-to-Fixed Loan — Loan Conversion Desk Reference 06/23/2021
5. .pdf How to Filter Data in PRS 05/20/2021
6. .pdf PRS Excel Setting User Guide 05/20/2021
7. .pdf Assessments Completion Best Practices 01/02/2023 This document is a supplement for the PRS Template desk references. It provides general reminders and highlights common data discrepancies in submissions.
8. .xls Assessment — File Naming Conventions 12/12/2018
9. .pdf Financial Statement and Rent Roll Submission Protocol 06/12/2018
PRS Assessment: AIF & LMF
1. .pdf PRS Annual Inspection Form (AIF) Desk Reference 07/06/2021 Instructions and protocols for completing AIF submissions.
2. .xls PRS AIF Data Validation Chart 08/31/2019 Provides descriptions for all required data fields in the submission of an AIF.
PRS Assessment: CREFC
1. .pdf PRS CREFC Desk Reference for Individual and Bulk Templates 01/24/2023
2. .xls PRS CREFC Validation - NOIWS and OSAR 01/24/2022
3. .xls Coding Matrix Guidelines 05/20/2021
4. .pdf PRS CREFC Servicer Underwriting Report Job Aid 05/20/2021
5. .xls Bond ADS Supplemental Form 03/02/2020
6. .xls Unstabilized Property Monitoring Form 11/08/2019
7. .pdf Checklist Reference 07/14/2017
8. .xls Co-op Assessment Supplemental Form 03/20/2017
9. .xls PRS CREFC Individual and Bulk Template Data Dictionary 03/31/2016 Individual and Bulk templates have the same data points
PRS Loan Compliance
1. .xls Loan Compliance — Document Naming Conventions 01/31/2022
2. .pdf Float-to-Fixed Loan — Loan Conversion Desk Reference 06/23/2021
3. .pdf Loan Compliance Desk Reference 06/22/2021
4. .pdf Hazard Loss Quick Guide 02/07/2020
5. .pdf PRS Loan Compliance Monitoring & Reporting (Seller/Servicer User Guide) 10/03/2022
6. .pdf Borrower Certification - Completion 05/03/2017 Submit when all property repairs have been completed.
7. .pdf Borrower Certification - Completion of Restoration 11/03/2017
8. .pdf Borrower Certification - Partial Completion 05/03/2017 Submit when some of the property repair items have been completed, but there are still a few items outstanding.
PRS Reserve Reporting
1. .pdf Reserve Reporting: Seller/Servicer User Guide 04/30/2015
Servicer Special Request Forms
1. .pdf CSO Certification (MHC Tenant Protections) 04/14/2022
2. .doc Assignment of Management Agreement — New Property Manager 07/12/2016
3. .doc COVID-19 DSR Release Request Form 06/04/2021
4. .pdf Kensington Cap Escrow Adjustment Request 02/28/2018
5. .pdf Business Guidance Request - Securitized Loan 09/27/2017 Complete and upload to DMS when you want to ask for advice on how to implement the Freddie Mac Multifamily Servicing Standard.
6. .pdf CSO Certification (Freddie Mac-Owned Loan) 09/27/2017
7. .pdf CSO Certification (Securitized Loan) 09/27/2017
8. .pdf Easement Request 09/27/2017
9. .pdf General Servicing Request 09/27/2017
10. .pdf Property Management Change Certification 09/27/2017
11. .pdf Property Management Change Request 09/27/2017
12. .pdf Property Partial Release Request 09/27/2017
13. .pdf Release/Extension of Monetary Collateral Request 09/27/2017
14. .pdf Repair/Rehab Agreement Extension/Modification Request 09/27/2017
15. .pdf Transfer of Ownership/Assumption Request 09/27/2017
16. .pdf Uniform Supplemental Financing Checklist 09/27/2017
17. .pdf Counterparty Approval Request 11/15/2016
18. .xls Servicer's Proforma 11/22/2013

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2023 Multifamily Outlook Update

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2023 Multifamily Outlook Update

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A Place to Call Home for Ruth and Her Family

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Asset Management

Applications

Consent Request Tracker

Document Management System

Insurance Compliance Tool

Property Reporting System

Seller/Servicer Guide

Resources

Quick Find

Connect with Us

Optigo Academy

myOptigo®

2023 Multifamily Outlook Update

ASTM Standard and Resiliency

Credit Building

Equity in Multifamily Housing

A Place to Call Home for Ruth and Her Family

Highlighting our Impact on Equitable Housing

Making an Impact with Comunidad Partners

2023 Multifamily Outlook Update

LIBOR - SOFR Transition

A Place to Call Home for Ruth and Her Family

All Stars

Highlighting our Impact on Equitable Housing

Here, passion meets purpose. Talent meets opportunity. Ambition meets success.

Search for Career Opportunities

Asset Management

Applications

Consent Request Tracker

Document Management System

Insurance Compliance Tool

Property Reporting System

Seller/Servicer Guide

Resources

Quick Find

Connect with Us

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