Asset Management

Applications

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CRT

Consent Request Tracker

DMS

Document Management System

GLI

General Loan Information

ICT

Insurance Compliance Tool

PRS

Property Reporting System

AllRegs^®

Seller/Servicer Guide

Resources

AMO Organization Charts
1. .pdfCustomer Compliance Management 7/31/2019
2. .pdfLoan Administration 7/31/2019
3. .pdfLoan Servicing 7/31/2019
4. .pdfSpecial Servicing 7/31/2019
5. .pdfSurveillance 7/31/2019
6. .pdfAMO Leadership 7/17/2019
7. .pdfGovernance and Business Services 6/19/2019
Appraisals
1. .pdf2019 Appraisal Forum Presentation Deck 8/22/2019
2. .pdfTop 25 Ways to Improve Appraisal Review Scores 8/22/2019
3. .pdfGuide Chapter 60 - Appraisals 8/13/2019
4. .pdfAppraisal Team Contact List 8/6/2019
5. .docBlank Appraisal Review Form 8/6/2019
6. .pdfLoss-to-Lease Suggestions for Appraisals 8/6/2019
7. .pdfSBL Appraisals: 50 Pages or Less Guide 8/6/2019
8. .pdfTAHX Appraisals: 75 Pages or Less 8/6/2019
9. .pdfTop 5 Appraisal Issues 8/6/2019
10. .pdfReal Estate Appraisals Best Practices 2/16/2012
Asset Management References
1. .pdfGreen Advantage® Benchmarking Data Collection Guide 1/22/2020
2. .pdfGreen Advantage® Benchmarking Metrics Submission Guide 1/22/2020
3. .pdfProperty Management Company List 12/6/2019
4. .pdfCommon Misses on Loan Assumption Submissions 8/23/2019
5. .pdfWatchlist Management 7/15/2019
6. .pdfGreen Advantage® Benchmarking Data Consultant Requirements 3/11/2019
7. .pdfPRS Watchlist Process 12/10/2018
8. .htmOrganizational Chart - Interactive Guidance 9/17/2018
9. .pdfMultifamily Market Ratings for Markets Predicted to Perform Significantly Below Average 12/18/2017
10. .pdfLoan Riders Tracking Guidance 10/13/2017
11. .docForbearance Agreement 9/6/2017
12. .pdfAsset Management MBA Correspondent Meeting 5/31/2017
13. .pdfSB-Deal Servicing Best Practices 2/2/2017
14. .pdfK-Deal Servicing Best Practices 1/23/2017
15. .pdfKensington Cap Escrow Webinar 12/15/2016
16. .pdfEarly Indication/Assumption – FAQs from Sept 2016 Webinar Loan Assumption Process Change 12/13/2016
17. .pdfEarly Indication/Assumption – Webinar Presentation – Loan Assumption Process Changes, Sept 2016 9/29/2016
18. .pdfFAQs from 2016 Seller/Servicer Workshop 8/30/2016
19. .pdfTransfer of Ownership Underwriting Requirements by Party 6/27/2016
20. .docEarly Indication/Assumption – Letter to Current Borrower 6/22/2016
21. .docEarly Indication/Assumption – Letter to New Sponsor 6/22/2016
22. .pdfPreferred Equity Update for Servicers 5/17/2016
23. .pdfFreddie Mac's Approach to Loan Assumption Requests 5/10/2016
24. .pdfProviding a Better Loan Assumption Process for Borrowers 4/30/2015
25. .pdfRecommended Loan Assumption Provisions for the Purchase and Sale Contract 4/30/2015
26. .pdfFreddie Mac Servicing Standard Overview 10/20/2014
27. .pdfAsset Management Surveillance Briefing 6/18/2013
28. .pdfMoisture Management Plan Handbook 2/20/2012
29. .xlsCap Escrow Adjustment Worksheet 2/12/2012
30. .pptPost Closing Transaction Servicers Tutorial 2/8/2012
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
7. .pdfCRT Reports Tutorial 8/13/2014
8. .pdfCRT Category Request Types Desk Reference 6/19/2014
9. .pdfCRT Desk Reference - DCH and OTA Users 6/13/2013
Document Management System (DMS)
1. .xlsDMS Master Document List Mapping 5/9/2017
2. .pdfDMS Login Instructions 8/5/2014
3. .pdfDMS Document Type Retirement List 6/12/2014
4. .pdfDMS - Using the Batch Upload Feature 5/7/2013
5. .xlsDMS Seller/Servicers Counterparties Master Document List Mapping 2/16/2012
6. .xlsDMS Post-Closing Transaction Type Guide 2/12/2012
7. .pdfDMS User Manual 11/1/2011
Numbered Guide Forms
1. .htmForm 16M: Multifamily Annual Certification Report
2. .htmForm 17M: Multifamily Annual Certification Report – Structured Transaction & Tax-Exempt Bond Seller/Servicers
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 5/17/2017
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
12. .xlsForm 1056: Reserves Held in Custodial Accounts 6/27/2019
13. .pdfForm 1057A: Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 5/17/2017
14. .pdfForm 1057: Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 4/30/2019
15. .pdfForm 1058: Letter Agreement for Servicer's Reserve Custodial Account 5/17/2017
16. .pdfForm 1059: Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 4/30/2019
17. .pdfForm 1060: Letter Agreement for Reserve Custodial Account 5/17/2017
18. .pdfForm 1061A: Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts 5/17/2017
19. .pdfForm 1061: Certificate of Incumbency and Authority To Draft Against Custodial Accounts 5/17/2017
20. .pdfForm 1062: Sight Draft 5/17/2017
21. .pdfForm 1063: Notice Letter – Alternative CE Bond Billing Procedure 11/16/2017
22. .pdfForm 1065M: Report of IRS Form 1099-A and 1099-C Filings 6/17/2017
23. .pdfForm 1101: Legal Referral Form 5/17/2017
24. .zipForm 1102: Seismic Risk Assessment Summary 3/17/2017
25. .zipForm 1103: Environmental Site Assessment 9/26/2019
26. .zipForm 1104: SBL Physical Risk Report 6/29/2018
27. .zipForm 1105: Property Condition Assessment 9/26/2019
28. .zipForm 1106: Green Report 12/17/2019
29. .pdfForm 1107M: Multifamily Seller/Servicer Change Notification 6/27/2019
30. .zipForm 1108: Physical Risk Report 8/28/2019
31. .htmForm 1110M: Multifamily Annual Certification Report – Servicer Only
32. .pdfForm 1114: Certification - Organizational Chart 9/28/2018
33. .pdfForm 1115: Borrower and Borrower Principal Certificate 12/17/2019
34. .pdfForm 1115 SBL: SBL-Borrower and Borrower Principal Certificate 12/17/2019
35. .xlsForm 1116: Real Estate Schedule 12/17/2019
36. .xlsForm 1120: Student Housing Questionnaire 9/15/2017
37. .pdfForm 1125: Borrower Application for Partial Release or Easement 5/17/2017
38. .pdfForm 1126: Acknowledgement of Property Improvement Alterations 5/17/2017
39. .htmForm 1133: Seller/Servicer Certification of Insurance Coverage
40. .pdfForm 1140: Hazard Loss Notification and Plan 10/17/2017
41. .pdfForm 1140-DR: Hazard Loss Disbursement Request 5/17/2017
42. .xlsForm 1143: Multifamily Principal & Interest Custodial Account Reconciliation Worksheet 6/15/2017
43. .pdfForm 1144: Verification of Collections 5/17/2017
44. .pdfForm 1146: System Administrator Add/Update/Remove Request 4/27/2018
45. .pdfForm 1148: System User Verification and Certification 5/17/2017
46. .pdfForm 1149: System Administrator Verification and Certification 5/17/2017
47. .pdfForm 1150: Wire Transfer Authorization – Non-Warehoused Mortgage 5/17/2017
48. .pdfForm 6011: Waiver of 50-page Limit for SBL Appraisal 6/27/2019
Insurance
1. .pdfInsurance Compliance Tool (ICT) October 2014 Enhancement Training 10/27/2014
2. .pdfInsurance Compliance Tool (ICT) January 2014 Enhancement Training 1/30/2014
3. .pdfInsurance Compliance Tool (ICT) July 2014 Enhancement Training 7/19/2013
4. .pdfInsurance Self-Study Workbook 7/1/2011
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
4. .pdfAssessments Completion Best Practices 7/14/2017
5. .pdfPRS Frequently Asked Questions 7/14/2017
6. .zipValue-Add Monitoring Form 3/3/2017
7. .docFloat-to-Fixed Loan — Loan Conversion Desk Reference 10/18/2016
8. .docHow to Filter Data in PRS 10/4/2016
9. .pdfPRS Excel Setting User Guide 5/20/2016
PRS Assessment: AIF
1. .xlsPRS AIF Data Validation Chart 8/31/2019
2. .pdfPRS Annual Inspection Form (AIF) Desk Reference 8/31/2019
PRS Assessment: CREFC
1. .xlsUnstabilized Property Monitoring Form 11/8/2019
2. .pdfPRS CREFC Individual Desk Reference 8/15/2018
3. .pdfPRS CREFC Servicer Underwriting Report Job Aid 4/25/2018
4. .xlsBond ADS Supplemental Form 4/5/2018
5. .pdfChecklist Reference 7/14/2017
6. .xlsCoding Matrix Guidelines 7/14/2017
7. .pdfPRS CREFC Bulk Desk Reference Guide 7/14/2017
8. .xlsCo-op Assessment Supplemental Form 3/20/2017
9. .xlsPRS CREFC Data Validation Chart 10/14/2016
10. .xlsPRS CREFC Bulk Template Data Dictionary 3/31/2016
PRS Assessment: LMF
1. .pdfPRS Loan Management Form (LMF) Desk Reference 8/15/2018
2. .pdfPRS Loan Management Form Bulk Template Desk Reference 5/22/2014
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. .pdfBorrower Certification - Completion of Restoration 11/3/2017
2. .pdfBorrower Certification - Completion 5/3/2017
3. .pdfBorrower Certification - Partial Completion 5/3/2017
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
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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