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Seller/Servicer Guide

Resources

AMO Organization Charts
1. .pdf Loan Administration 07/01/2025
2. .pdf Loan Servicing 07/01/2025
3. .pdf Special Servicing 07/01/2025
4. .pdf Surveillance 07/01/2025
5. .pdf AMO Leadership 05/19/2025
6. .pdf Counterparty Risk & Compliance 03/03/2025
Asset Management References
1. .xls Property Management Company List 07/31/2025
2. .pdf Servicing Standard - Ongoing Screening of Restricted Party Lists 06/23/2025
3. .pdf Multifamily Market Ratings for Markets Predicted to Perform Significantly Below Average 06/02/2025
4. .pdf Adverse Action Notices FAQs 05/27/2025
5. .pdf DMS Job Aid for Uploading Adverse Action Notices 05/27/2025
6. .doc Notice of Default and Reservation of Rights (Conventional) 05/01/2025
7. .doc Notice of Default and Reservation of Rights (SBL) 05/01/2025
8. .doc Reservation of Rights 05/01/2025
9. .pdf NYC Local Law 97 Servicer Guidance 01/30/2024 local law 97, decarbonization
10. .pdf Servicing Standard - Securitization Loan Advancing Guidance for Sub-Servicers 08/17/2023
11. .pdf Customer Due Diligence Search Tips 07/25/2023
12. .pdf Green Improvements, Completion Monitoring and Modifications 06/20/2023
13. .pdf Information Security Best Practices 06/15/2023
14. .pdf Servicing Best Practices for Securitized Deals 05/24/2023
15. .html Organizational Chart - Interactive Guidance 04/13/2023
16. .pdf Loan Riders Tracking Guidance 03/27/2023
17. .pdf New PRS Compliance LIT: WL/Assessment Inquiry 01/26/2023
18. .pdf Green Benchmarking Data Collection Guide 01/13/2025
19. .pdf Green Benchmarking Data Consultant Requirements 01/13/2025
20. .pdf Green Benchmarking Metrics Submission Guide 01/13/2025
21. .pdf Material Vendor Update 10/12/2022
22. .doc Disaster Forbearance Agreement 10/12/2022
23. .pdf Moisture Management Plan Handbook 09/20/2022 Freddie Mac requirements for mold and moisture management and mitigation.
24. .pdf Kensington Cap Escrow Process 03/29/2022 Overview document of the Kensington Cap Escrow process
25. .pdf Watchlist Management 07/15/2019
26. .pdf PRS Watchlist Process 12/10/2018
27. .xls Cap Escrow Adjustment Worksheet 02/12/2012
28. .html Green Benchmarking and Utility Resources
Borrower Consents/Assumptions
1. .pdf Public Records Search Requirements 04/22/2025 Requirements effective for all mortgages under seller application and all servicing transactions for which complete servicing review packages are received on or after July 1, 2025.
2. .pdf Returned Consent Package Job Aid 12/17/2024
3. .pdf Public Records Search Requirements 08/28/2024 Seller/Servicers may use these requirements for all mortgages under seller application and all servicing transactions for which complete servicing review packages are received prior to July 1, 2025.
4. .pdf Common Misses on Loan Assumption Submissions 03/30/2023
5. .pdf Freddie Mac's Approach to Loan Assumption Requests 05/28/2021
6. .pdf Providing a Better Loan Assumption Process for Borrowers 05/20/2021
7. .pdf Transfer of Ownership Underwriting Requirements by Party 06/27/2016
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 Multifamily Servicing Standard – Notice to Vacate Requirements - Additional Guidance 07/11/2023
2. .pdf COVID-19 DSR Release Overview - Conventional and Specialty 08/01/2022
3. .pdf COVID-19 DSR Release FAQs 12/13/2021
4. .pdf COVID-19 DSR Release Overview - SBL 12/13/2021
5. .doc COVID-19 Forbearance Agreement for All Loans 09/30/2021 To be used with porfolio and securitized loans
6. .doc COVID-19 30-Day Eviction Notice Reminder (Servicing) 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
Insurance
1. .pdf 02/24/2025: Insurance Insider 02/24/2025
2. .pdf May 2025: Insurance Perspectives Call Q&A 05/14/2025
3. .pdf Sept. 2024: Insurance Perspectives Call Q&A 09/24/2024
4. .pdf Summary of Multifamily Insurance Changes 07/31/2025
Numbered Guide Forms
1. .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.
2. .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.
3. .pdf Loan and Real Estate Owned (REO) Expenses and Income (Form 104)
4. .pdf Letter of Credit - SBL Certification (Form 921)
5. .pdf Transfer of Servicing Agreement (Form 981M) 02/22/2024
6. .pdf Wire Transfer Authorization - Cash Warehouse Delivery (Form 987M)
7. .pdf Multifamily Certificate of Authorized Representative (Form 988M) 04/18/2024
8. .pdf Multifamily Certificate of Corporate Secretary (Form 989M) 04/18/2024
9. .pdf Certificate of Limited Liability Company Secretary/Authorized Representative (Form 990M) 04/18/2024
10. .pdf Warehouse Lender Release of Security Interest (Form 996M)
11. .zip Value-Add Monitoring (Form 1028)
12. .xls Reserves Held in Custodial Accounts (Form 1056) 06/15/2023
13. .pdf Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions (Form 1057A) 10/20/2022
14. .pdf Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account (Form 1057) 06/15/2023
15. .pdf Letter Agreement for Servicer's Reserve Custodial Account (Form 1058) 10/20/2022
16. .pdf Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account (Form 1059) 06/15/2023
17. .pdf Letter Agreement for Reserve Custodial Account (Form 1060) 10/20/2022
18. .pdf Certificate of Incumbency and Authority To Draft Against Custodial Accounts (Form 1061)
19. .pdf Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts (Form 1061A)
20. .pdf Sight Draft (Form 1062)
21. .pdf Notice Letter - Alternative CE Bond Billing Procedure (Form 1063)
22. .pdf Authorization for Automatic Transfer of Funds from a Principal and Interest Custodial Account Through the ACH (Form 1064) 06/15/2023
23. .pdf Report of IRS Form 1099-A and 1099-C Filings (Form 1065M)
24. .pdf Legal Referral Form (Form 1101)
25. .zip Seismic Risk Assessment Summary (Form 1102)
26. .zip Environmental Site Assessment (Form 1103) 05/22/2025
27. .zip Green Report (Form 1106) 12/14/2023
28. .zip Multifamily Seller/Servicer Change Notification (Form 1107M) 06/13/2024 To view this form, download and open the form in Adobe Reader
29. .zip Physical Risk Report (Form 1108) 05/22/2025 Use this physical risk report for Conventional and Targeted Affordable Housing Loans
30. .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.
31. .pdf Certification - Organizational Chart (Form 1114) 06/13/2024
32. .xls Real Estate Schedule (Form 1116) 06/24/2025
33. .xls Student Housing Questionnaire (Form 1120)
34. .pdf Borrower Application for Partial Release or Easement (Form 1125)
35. .pdf Acknowledgement of Property Improvement Alterations (Form 1126)
36. .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.
37. .pdf Hazard Loss Notification and Plan (Form 1140) 09/14/2023
38. .pdf Hazard Loss Disbursement Request (Form 1140-DR) 09/14/2023
39. .xls Multifamily Principal & Interest Custodial Account Reconciliation Worksheet (Form 1143)
40. .pdf Verification of Collections (Form 1144)
41. .pdf System Administrator Add/Update/Remove Request (Form 1146) To view this form, download and open the form in Adobe Reader
42. .pdf System User Verification and Certification (Form 1148)
43. .pdf System Administrator Verification and Certification (Form 1149)
44. .pdf Wire Transfer Authorization - Non-Warehoused Mortgage (Form 1150)
45. .zip Green Retrofits Certification (Form 1209)
46. .xls Forward Commitment Monitoring Report (Form 5150)
47. .pdf Waiver of 50-page Limit for SBL Appraisal (Form 6011)
48. .zip Borrower and Key Borrower Principal Blanket Certification (Form 1112) 12/12/2024
49. .zip Borrower and Key Borrower Principal Certificate (Form 1115) - 07/01/2025 07/01/2025
50. .pdf Employer Enabled Permanent Supportive Housing Borrower Certification (Form 1134) 08/15/2024
51. .zip Potential Fraud Tip Reporting (Form 1129) 02/27/2025
52. .xls Property Condition Assessment (Form 1105) 12/12/2024
53. .xls SBL Physical Risk Report (Form 1104) 12/12/2024
54. .pdf Transfer of Securitized Servicing Agreement (Form 983M) 08/15/2024
55. .pdf Wire Transfer Authorization (Form 483M) 04/18/2024
PRS Assessment
1. .pdf Portfolio Watchlist Reporting 06/30/2025
2. .pdf PRS Servicer Contacts 06/30/2025
3. .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.
4. .xls Assessment — File Naming Conventions 02/08/2024
5. .pdf Financial Statement and Rent Roll Submission Protocol 02/08/2024
6. .pdf Float-to-Fixed Loan — Loan Conversion Desk Reference 02/08/2024
7. .pdf How to Filter Data in PRS 02/08/2024
8. .pdf PRS Excel Setting User Guide 02/08/2024
9. .pdf PRS Late Assessment Guide 01/26/2023
10. .pdf PRS Frequently Asked Questions 01/31/2022 This frequently asked document summarized key information needed to use the PRS application.
11. .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.
PRS Assessment: AIF & LMF
1. .pdf PRS Annual Inspection Form (AIF) Desk Reference 07/08/2025
2. .xls PRS AIF Data Validation Chart 07/08/2025 Provides descriptions for all required data fields in the submission of an AIF.
3. .pdf Inspection Update FAQs 07/01/2025
4. .pdf Loan Management Form (LMF) FAQs 07/08/2024
5. .pdf PRS Loan Management Form (LMF) Desk Reference 12/05/2023
PRS Assessment: CREFC
1. .pdf PRS CREFC Servicer Underwriting Report Job Aid 02/14/2024
2. .xls PRS CREFC Individual and Bulk Template Data Dictionary 02/14/2024 Individual and Bulk templates have the same data points
3. .xls Coding Matrix Guidelines 02/08/2024
4. .pdf PRS CREFC Desk Reference for Individual and Bulk Templates 01/24/2023
5. .xls PRS CREFC Validation - NOIWS and OSAR 01/24/2022
6. .pdf Checklist Reference 07/14/2017
7. .xls Bond ADS Supplemental Form
8. .xls Co-op Assessment Supplemental Form
9. .xls Unstabilized Property Monitoring Form
PRS Loan Compliance
1. .pdf Hazard Loss Quick Guide 03/26/2025
2. .pdf Loan Compliance Desk Reference 05/02/2024
3. .pdf Float-to-Fixed Loan — Loan Conversion Desk Reference 02/08/2024
4. .pdf Borrower Certification - Completion 09/14/2023 Submit when all property repairs have been completed.
5. .pdf Borrower Certification - Completion of Restoration 09/14/2023
6. .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.
7. .pdf PRS Loan Compliance Monitoring & Reporting (Seller/Servicer User Guide) 10/03/2022
8. .xls Loan Compliance — Document Naming Conventions 01/31/2022
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 COVID-19 DSR Release Request Form 06/04/2021
3. .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.
4. .pdf CSO Certification (Rent Restrictions) 04/06/2023
5. .pdf CSO Certification (Freddie Mac-Owned Loan)
6. .pdf CSO Certification (Securitized Loan)
7. .zip Easement Request
8. .zip General Servicing Request
9. .zip Kensington Cap Escrow Adjustment Request
10. .pdf Property Management Change Certification
11. .zip Property Management Change Request
12. .zip Property Partial Release Request
13. .zip Release/Extension of Monetary Collateral Request
14. .zip Repair/Rehab Agreement Extension/Modification Request
15. .doc Return to Master Servicer Memo 05/30/2025
16. .zip Transfer of Ownership/Assumption Request
17. .pdf Uniform Supplemental Financing Checklist
18. .pdf Counterparty Approval Request
19. .xls Servicer's Proforma
20. .doc Special Servicer - Officer’s Certificate 05/30/2025

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Asset Management

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CRT

Consent Request Tracker

DMS

Document Management System

ICT

Insurance Compliance Tool

PRS

Property Reporting System

AllRegs^®

Seller/Servicer Guide

Resources

Quick Find

Connect with Us

Optigo Academy℠

myOptigo ®

SBL Prepayment Report, as of June 2024

2025 Multifamily Outlook

Working with Freddie Mac and Optigo Lenders

Borrower Newsletter

Non-LIHTC Forwards

Lock Options

Considering investing in a multifamily property?

2025 Multifamily Outlook

2025 Excellence in Servicing

Optigo Academy

All Stars

Our Mission

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

Search for Career Opportunities

Asset Management

Applications

CRT

Consent Request Tracker

DMS

Document Management System

ICT

Insurance Compliance Tool

PRS

Property Reporting System

AllRegs®

Seller/Servicer Guide

Resources

Quick Find

Connect with Us

myOptigo ^®

AllRegs^®