Asset Management

Applications

Having trouble with your password? View Help.

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. .pdfCommon Misses on Loan Assumption Submissions 8/23/2019
2. .pdfProperty Management Company List 8/5/2019
3. .pdfWatchlist Management 7/15/2019
4. .pdfGreen Advantage® Benchmarking Data Collection Guide 3/11/2019
5. .pdfGreen Advantage® Benchmarking Data Consultant Requirements 3/11/2019
6. .pdfGreen Advantage® Benchmarking Metrics Submission Guide 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 6/27/2019
26. .zipForm 1104: SBL Physical Risk Report 6/29/2018
27. .zipForm 1105: Property Condition Assessment 6/27/2019
28. .zipForm 1106: Green Report 5/23/2018
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 9/28/2018
34. .pdfForm 1115SBL: SBL-Borrower and Borrower Principal Certificate 9/28/2018
35. .xlsForm 1116: Real Estate Schedule 2/28/2018
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. .zipUnstabilized Property Monitoring Form 6/27/2019
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. .pdfUnstabilized Property Monitoring Form (Job Aid) 4/12/2017
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
2. .pdfPRS Loan Management Form Bulk Template Desk Reference 5/22/2014
PRS Loan Compliance
1. .xlsLoan Compliance — Document Naming Conventions 6/11/2019
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

Asset Management

Applications

Resources

Quick Find

Quick Links

Learning Center

Customer News

Subscribe

Asset Management

Applications

Leaving Freddie Mac Website for AllRegs®

Resources

Quick Find

Quick Links

Learning Center

Customer News

Subscribe

Get Notified. Subscribe Now!

Connect with us on LinkedIn

Leaving Freddie Mac Website for AllRegs^®