Asset Management

Applications

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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

AMO Organization Charts
1. .pdfBusiness Operations Support 2/1/2020
2. .pdfClient Management 2/1/2020
3. .pdfCustomer Compliance Management 7/31/2019
4. .pdfLoan Administration 7/31/2019
5. .pdfLoan Servicing 7/31/2019
6. .pdfSpecial Servicing 7/31/2019
7. .pdfSurveillance 7/31/2019
8. .pdfAMO Leadership 7/17/2019
9. .pdfGovernance and Business Services 6/19/2019
Asset Management References
1. .xlsProperty Management Company List 1/31/2021
2. .pdfLoan Riders Tracking Guidance 8/12/2020
3. .pdfServicing Best Practices for Securitized Deals 6/11/2020
4. .pdfGreen Advantage® Benchmarking Data Collection Guide 1/22/2020
5. .pdfGreen Advantage® Benchmarking Metrics Submission Guide 1/22/2020
6. .pdfCommon Misses on Loan Assumption Submissions 8/23/2019
7. .pdfWatchlist Management 7/15/2019
8. .pdfGreen Advantage® Benchmarking Data Consultant Requirements 3/11/2019
9. .pdfPRS Watchlist Process 12/10/2018
10. .htmOrganizational Chart - Interactive Guidance 9/17/2018
11. .pdfMultifamily Market Ratings for Markets Predicted to Perform Significantly Below Average 12/18/2017
12. .pdfAsset Management MBA Correspondent Meeting 5/31/2017
13. .pdfKensington Cap Escrow Webinar 12/15/2016
14. .pdfEarly Indication/Assumption – FAQs from Sept 2016 Webinar Loan Assumption Process Change 12/13/2016
15. .pdfEarly Indication/Assumption – Webinar Presentation – Loan Assumption Process Changes, Sept 2016 9/29/2016
16. .pdfFAQs from 2016 Seller/Servicer Workshop 8/30/2016
17. .pdfTransfer of Ownership Underwriting Requirements by Party 6/27/2016
18. .docEarly Indication/Assumption – Letter to Current Borrower 6/22/2016
19. .docEarly Indication/Assumption – Letter to New Sponsor 6/22/2016
20. .pdfPreferred Equity Update for Servicers 5/17/2016
21. .pdfFreddie Mac's Approach to Loan Assumption Requests 5/10/2016
22. .pdfProviding a Better Loan Assumption Process for Borrowers 4/30/2015
23. .pdfRecommended Loan Assumption Provisions for the Purchase and Sale Contract 4/30/2015
24. .pdfFreddie Mac Servicing Standard Overview 10/20/2014 Explains the roles of all servicing partners and the fee structure for executing the Freddie Mac Multifamily Servicing Standard.
25. .pdfAsset Management Surveillance Briefing 6/18/2013 Special education briefing, providing insight on how our surveillance process and risk-rating methodology work.
26. .pdfMoisture Management Plan Handbook 2/20/2012 Freddie Mac requirements for mold and moisture management and mitigation.
27. .xlsCap Escrow Adjustment Worksheet 2/12/2012
28. .pptPost Closing Transaction Servicers Tutorial 2/8/2012 Training on Freddie Mac's transaction submission package and process.
COVID-19 Forbearance - Additional Relief
1. .pdfCOVID-19 Multifamily Servicing Standard - Forbearance - Additional Relief (September) 9/10/2020
2. .docExtension of Forbearance Period - Amendment to COVID-19 Forbearance Agreement for All Loans 9/10/2020
3. .docExtension of Repayment Period - Amendment to COVID-19 Forbearance Agreement for All Loans 9/10/2020
4. .docReallocation of Repayments - Amendment to COVID-19 Forbearance Agreement for All Loans 9/10/2020
5. .pdfCOVID-19 Multifamily Servicing Standard - Forbearance - Additional Relief (June) 6/28/2020
COVID-19 Forbearance - Program Extension
1. .pdfCOVID-19 Multifamily Servicing Standard - Forbearance - Extension of End Date 12/23/2020
COVID-19 Servicing Resources
1. .docCOVID-19 Forbearance Agreement for Portfolio Loans 9/10/2020
2. .docCOVID-19 Forbearance Agreement for Securitized Loans 9/10/2020
3. .pdfCOVID-19 Forbearance Program FAQs 7/1/2020
4. .pdfCOVID-19 Multifamily Servicing Standard – Forbearance 6/30/2020
5. .pdfCOVID-19 - TAH Bond CE Fixed-Rate Forbearance Agreement 5/2/2020
6. .pdfCOVID-19 - TAH Bond CE Variable-Rate Forbearance Agreement 5/2/2020
7. .pdfCOVID-19 - TAH Pre-TEBS Forbearance Agreement 5/2/2020
8. .pdfCOVID-19 - TAH TEBS (No Bondholder Rep) Forbearance Agreement 5/2/2020
9. .pdfCOVID-19 - TAH TEBS Forbearance Agreement 5/2/2020
10. .pdfCOVID-19 - TAH TEBS Taxable Loans Forbearance Agreement 5/2/2020
11. .pdfCOVID-19 - TAH TEL Forbearance Agreement 5/2/2020
12. .pdfCOVID-19 - TAH TELs in ML-Deals - Forbearance Agreement 5/2/2020
13. .pdfCOVID-19 Forbearance Program FAQs for TAH 5/1/2020
14. .docCOVID-19 Servicing - Bailee Acknowledgment 3/31/2020
15. .pdfCOVID-19 Forbearance Procedure 3/30/2020
16. .pdfCOVID-19 Multifamily Servicing Standard – Property Inspections 3/30/2020
CRT Resources
1. .htmeLearning Module — CRT Bulk Request 2/28/2017
2. .htmeLearning Module — CRT Conversion of Warehouse Request 2/28/2017
3. .htmeLearning Module — CRT System Automated Emails 11/18/2016
4. .htmeLearning Module — CRT Directing Certificateholder 11/18/2016
5. .htmCRT June 2015 Enhancement Customer Education Recording 6/24/2015
6. .pdfCRT Dashboard Tutorial 12/10/2014 Training for the CRT Dashboard presented December 2014.
7. .pdfCRT Reports Tutorial 8/13/2014 Training on the reports functionality in the Consent Request Tracker (CRT) tool held November 2013.
8. .pdfCRT Category Request Types Desk Reference 6/19/2014 Identifies the most accurate “Request Category” and “Request Type” for the borrower's requested action.
9. .pdfCRT Desk Reference - DCH and OTA Users 6/13/2013 Registration and viewing instructions for the Consent Request Tracker (CRT) tool for Directing Certificateholders (DCHs) and Operating Trust Advisors (OTAs).
Document Management System (DMS)
1. .xlsDMS Master Document List Mapping 10/8/2020 Use for all Multifamily transactions. Contains DMS cross references for Underwriting, Final Delivery, and Post Closing.
2. .pdfDMS Login Instructions 8/5/2014 The DMS authentication page requires a specific login procedure.
3. .pdfDMS Document Type Retirement List 6/12/2014 Historical documents remain viewable in DMS. Use list to check if a document type has been officially retired.
4. .pdfDMS - Using the Batch Upload Feature 5/7/2013 Document preparation tips for using the DMS Batch Upload feature.
5. .xlsDMS Seller/Servicers Counterparties Master Document List Mapping 2/16/2012 Multifamily Seller/Servicer Counterparties.
6. .xlsDMS Post-Closing Transaction Type Guide 2/12/2012 DMS mapping list for post-closing transactions.
7. .pdfDMS User Manual 11/1/2011 Walkthrough of key DMS features and functionalities.
Insurance
1. .pdfInsurance Compliance Tool (ICT) October 2014 Enhancement Training 10/27/2014 Training on ICT enhancements including improved data quality and validation; enhanced navigation for submitting and returning 1133 Delivery and waiver records; updated 1133 sections; new process for Assumptions/Transfers of Ownership; and, additional updates.
2. .pdfInsurance Compliance Tool (ICT) January 2014 Enhancement Training 1/30/2014 Training on the ICT enhancement that automates document uploads from the ICT into our Document Management System (DMS) and other enhancements.
3. .pdfInsurance Compliance Tool (ICT) July 2014 Enhancement Training 7/19/2013 Training on version 1.1 of the ICT including enhancements for advanced functionality, improved navigation, better records management, and additional 1133 records features.
4. .pdfInsurance Self-Study Workbook 7/1/2011 Contains exercises for insurance changes effective July 1, 2011.
Numbered Guide Forms
1. .htmForm 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. .htmForm 17M: Multifamily Annual Certification Report – Structured Transaction & Tax-Exempt Bond Seller/Servicers 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. .pdfForm 104: Loan and Real Estate Owned (REO) Expenses and Income 5/17/2017
4. .pdfForm 483M: Wire Transfer Authorization 4/30/2019
5. .pdfForm 921: Letter of Credit – SBL Certification 5/17/2017
6. .pdfForm 981M: Transfer of Servicing Agreement 7/17/2020
7. .pdfForm 987M: Wire Transfer Authorization – Cash Warehouse Delivery 5/17/2017
8. .pdfForm 988M: Multifamily Certificate of Authorized Representative 4/30/2019
9. .pdfForm 989M: Multifamily Certificate of Corporate Secretary 6/27/2019
10. .pdfForm 990M: Certificate of Limited Liability Company Secretary/Authorized Representative 4/30/2019
11. .pdfForm 996M: Warehouse Lender Release of Security Interest 5/17/2017 To view this form, download and open the form in Adobe Reader
12. .zipForm 1028: Value-Add Monitoring 9/30/2020
13. .zipForm 1209: Green Retrofits Certification 1/19/2021
14. .xlsForm 1056: Reserves Held in Custodial Accounts 6/27/2019
15. .pdfForm 1057A: Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 6/25/2020
16. .pdfForm 1057: Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 6/25/2020
17. .pdfForm 1058: Letter Agreement for Servicer's Reserve Custodial Account 6/25/2020
18. .pdfForm 1059: Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 6/25/2020
19. .pdfForm 1060: Letter Agreement for Reserve Custodial Account 6/25/2020
20. .pdfForm 1061A: Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts 5/17/2017
21. .pdfForm 1061: Certificate of Incumbency and Authority To Draft Against Custodial Accounts 5/17/2017
22. .pdfForm 1062: Sight Draft 5/17/2017
23. .pdfForm 1063: Notice Letter – Alternative CE Bond Billing Procedure 11/16/2017
24. .pdfForm 1065M: Report of IRS Form 1099-A and 1099-C Filings 6/17/2017 To view this form, download and open the form in Adobe Reader
25. .pdfForm 1101: Legal Referral Form 5/17/2017
26. .zipForm 1102: Seismic Risk Assessment Summary 9/30/2020
27. .zipForm 1103: Environmental Site Assessment 9/26/2019
28. .zipForm 1104: SBL Physical Risk Report 10/9/2020
29. .zipForm 1105: Property Condition Assessment 9/30/2020 A new Export JSON button has been added to this form. For more information about the Form 1105 JSON Data Supplement, view the orange box in the right-hand column.
30. .zipForm 1106: Green Report 9/30/2020
31. .pdfForm 1107M: Multifamily Seller/Servicer Change Notification 6/27/2019 To view this form, download and open the form in Adobe Reader
32. .zipForm 1108: Physical Risk Report 8/28/2019 Use this physical risk report for Conventional and Targeted Affordable Housing Loans
33. .htmForm 1110M: Multifamily Annual Certification Report – Servicer Only 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.
34. .pdfForm 1114: Certification - Organizational Chart 9/28/2018 To view this form, download and open the form in Adobe Reader
35. .pdfForm 1115: Borrower and Borrower Principal Certificate 9/30/2020 To view this form, download and open the form in Adobe Reader
36. .pdfForm 1115 SBL: SBL-Borrower and Borrower Principal Certificate 9/30/2020 To view this form, download and open the form in Adobe Reader
37. .xlsForm 1116: Real Estate Schedule 9/30/2020
38. .xlsForm 1120: Student Housing Questionnaire 9/15/2017
39. .pdfForm 1125: Borrower Application for Partial Release or Easement 5/17/2017 To view this form, download and open the form in Adobe Reader
40. .pdfForm 1126: Acknowledgement of Property Improvement Alterations 5/17/2017
41. .htmForm 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.
42. .pdfForm 1140: Hazard Loss Notification and Plan 10/17/2017
43. .pdfForm 1140-DR: Hazard Loss Disbursement Request 5/17/2017
44. .xlsForm 1143: Multifamily Principal & Interest Custodial Account Reconciliation Worksheet 6/15/2017
45. .pdfForm 1144: Verification of Collections 5/17/2017
46. .pdfForm 1146: System Administrator Add/Update/Remove Request 9/30/2020 To view this form, download and open the form in Adobe Reader
47. .pdfForm 1148: System User Verification and Certification 5/17/2017
48. .pdfForm 1149: System Administrator Verification and Certification 5/17/2017
49. .pdfForm 1150: Wire Transfer Authorization – Non-Warehoused Mortgage 5/17/2017
50. .pdfForm 6011: Waiver of 50-page Limit for SBL Appraisal 6/27/2019 To view this form, download and open the form in Adobe Reader
51. .xlsForm 5150 - Forward Commitment Monitoring Report 9/30/2020
PRS Assessment
1. .xlsAssessment — File Naming Conventions 12/12/2018
2. .pdfFinancial Statement and Rent Roll Submission Protocol 6/12/2018
3. .pdfPRS Quick Start Manual 7/28/2017 A manual to assist you with logging in, uploading files, downloading files and maintaining your PRS account.
4. .pdfAssessments Completion Best Practices 7/14/2017 This document is a supplement for the PRS Template desk references. It provides general reminders and highlights common data discrepancies in submissions.
5. .pdfPRS Frequently Asked Questions 7/14/2017 This frequently asked document summarized key information needed to use the PRS application.
6. .docFloat-to-Fixed Loan — Loan Conversion Desk Reference 10/18/2016
7. .docHow to Filter Data in PRS 10/4/2016
8. .pdfPRS Excel Setting User Guide 5/20/2016
PRS Assessment: AIF
1. .xlsPRS AIF Data Validation Chart 8/31/2019 Provides descriptions for all required data fields in the submission of an AIF.
2. .pdfPRS Annual Inspection Form (AIF) Desk Reference 8/31/2019 Instructions and protocols for completing AIF submissions.
PRS Assessment: CREFC
1. .pdfPRS CREFC Individual Desk Reference 3/13/2020
2. .xlsPRS CREFC Validation - NOIWS and OSAR 3/13/2020
3. .xlsBond ADS Supplemental Form 3/2/2020
4. .xlsUnstabilized Property Monitoring Form 11/8/2019
5. .pdfPRS CREFC Servicer Underwriting Report Job Aid 4/25/2018
6. .pdfChecklist Reference 7/14/2017
7. .xlsCoding Matrix Guidelines 7/14/2017
8. .pdfPRS CREFC Bulk Desk Reference Guide 7/14/2017
9. .xlsCo-op Assessment Supplemental Form 3/20/2017
10. .xlsPRS CREFC Data Validation Chart 10/14/2016
11. .xlsPRS CREFC Bulk Template Data Dictionary 3/31/2016
PRS Assessment: LMF
1. .pdfPRS Loan Management Form (LMF) Desk Reference 8/15/2018 Instructions and due diligence for completing LMF submissions, ensuring Borrower compliance with mortgage requirements.
2. .pdfPRS Loan Management Form Bulk Template Desk Reference 5/22/2014 Instructions on how to use the Bulk template to submit the LMF for multiple loans at one time.
PRS Loan Compliance
1. .xlsLoan Compliance — Document Naming Conventions 10/8/2019
2. .pdfLoan Compliance Desk Reference 6/11/2019
3. .pdfPRS Loan Compliance Monitoring & Reporting (Seller/Servicer User Guide) 6/11/2019
4. .htmPRS Compliance Demo 3/20/2017
5. .docFloat-to-Fixed Loan — Loan Conversion Desk Reference 10/18/2016
PRS Loan Compliance: References/Links
1. .pdfHazard Loss Quick Guide 2/7/2020
2. .pdfBorrower Certification - Completion of Restoration 11/3/2017
3. .pdfBorrower Certification - Completion 5/3/2017 Submit when all property repairs have been completed.
4. .pdfBorrower Certification - Partial Completion 5/3/2017 Submit when some of the property repair items have been completed, but there are still a few items outstanding.
PRS Reserve Reporting
1. .pdfReserve Reporting: Seller/Servicer User Guide 4/30/2015
SBL New Servicer Curriculum
1. .htmModule 3 – Loan Compliance 10/7/2016
2. .htmModule 8 – Property Reporting System Tutorial 6/7/2016
3. .htmModule 1 – Loan Administration 5/16/2016
4. .htmModule 2 – Loan Accounting and Payoff 5/16/2016
5. .htmModule 5 – Insurance Module 5/16/2016
6. .htmModule 6 – Document Management System [DMS] 5/16/2016
7. .htmModule 7 – Borrower Transactions 5/16/2016
Servicer Special Request Forms
1. .pdfCSO Certification (MHC Tenant Protections) 7/11/2019
2. .pdfKensington Cap Escrow Adjustment Request 2/28/2018
3. .pdfBusiness Guidance Request – Securitized Loan 9/27/2017 Complete and upload to DMS when you want to ask for advice on how to implement the Freddie Mac Multifamily Servicing Standard.
4. .pdfCSO Certification (Freddie Mac-Owned Loan) 9/27/2017
5. .pdfCSO Certification (Securitized Loan) 9/27/2017
6. .pdfEasement Request 9/27/2017
7. .pdfGeneral Servicing Request 9/27/2017
8. .pdfProperty Management Change Certification 9/27/2017
9. .pdfProperty Management Change Request 9/27/2017
10. .pdfProperty Partial Release Request 9/27/2017
11. .pdfRelease/Extension of Monetary Collateral Request 9/27/2017
12. .pdfRepair/Rehab Agreement Extension/Modification Request 9/27/2017
13. .pdfTransfer of Ownership/Assumption Request 9/27/2017
14. .pdfUniform Supplemental Financing Checklist 9/27/2017
15. .pdfCounterparty Approval Request 11/15/2016
16. .docAssignment of Management Agreement — New Property Manager 7/12/2016
17. .xlsServicer's Proforma 11/22/2013

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