Freddie Mac Multifamily Seller/Servicer Guide (Guide) forms, commonly used underwriting forms, and other forms and documents are listed below. Access the Guide via AllRegs®.

Please note: The use of Guide forms by Optigo® lenders is subject to the terms and conditions of the Purchase Documents, as that term is defined in the Guide.

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Terms of Use and Printing Instructions

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Seller/Servicer Guide

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Multifamily Eligibility System

Resources

Quick Find
Guide Chapters
  1. .pdf Chapter 1 - Introduction
  2. .pdf Chapter 2 - General Freddie Mac Policies
  3. .pdf Chapter 3 - Seller/Servicer Eligibility Requirements
  4. .pdf Chapter 4 - Suspension or Termination of a Seller/Servicer
  5. .pdf Chapter 5 - Seller/Servicer Representations and Warranties
  6. .pdf Chapter 6 - Legal Services for Mortgage Origination and Servicing
  7. .pdf Chapter 6SBL - SBL Legal Services for Mortgage Origination and Servicing
  8. .pdf Chapter 7 - Fraud Prevention, Detection and Reporting; Reporting Fraud and Suspicious Activity
  9. .pdf Chapter 8 - Property Fundamentals
  10. .pdf Chapter 8SBL - SBL Property Fundamentals
  11. .pdf Chapter 9 - Borrower/Borrower Principal Fundamentals
  12. .pdf Chapter 9SBL - SBL Borrower/Borrower Principal Fundamentals
  13. .pdf Chapter 10 - Fundamentals of Mortgages, Mortgage Origination and Credit Underwriting
  14. .pdf Chapter 11 - Miscellaneous Fundamentals
  15. .pdf Chapter 12-16 - Reserved tool tip icon These chapters are reserved.
  16. .pdf Chapter 17 - Conventional Cash Mortgage
  17. .pdf Chapter 18 - Reserved tool tip icon This chapter is reserved.
  18. .pdf Chapter 18SBL - Originating an SBL Mortgage
  19. .pdf Chapter 19 - Originating a Targeted Affordable Housing Cash Mortgage
  20. .pdf Chapter 19A - Originating a TAH Cash Mortgage under a Forward Commitment
  21. .pdf Chapter 20 - Originating a Supplemental Mortgage
  22. .pdf Chapter 21 - Originating a Seniors Housing Mortgage
  23. .pdf Chapter 22 - Originating a Manufactured Housing Community Mortgage
  24. .pdf Chapter 23 - TAH Underwriting Analysis for Affordability Components
  25. .pdf Chapter 24 - Freddie Mac Multifamily Green Advantage
  26. .pdf Chapter 25 - Originating a TAH Tax-Exempt Loan
  27. .pdf Chapter 25A - Originating a TAH Tax-Exempt Loan under a Forward Commitment
  28. .pdf Chapter 26 - Reserved tool tip icon This chapter is reserved.
  29. .pdf Chapter 27 - Commitment or Early-Rate Lock Application
  30. .pdf Chapter 28 - Originating a TAH Bond Credit Enhancement Mortgage
  31. .pdf Chapter 28A - Originating a TAH BCE Mortgage under a Forward Contract
  32. .pdf Chapter 29 - Title, Description, Survey and UCC Search
  33. .pdf Chapter 29SBL - SBL Title, Description, Survey and UCC Search
  34. .pdf Chapter 30 - Ground Lease Mortgages
  35. .pdf Chapter 31 - Insurance Requirements
  36. .pdf Chapter 32 - Final Delivery Requirements
  37. .pdf Chapter 33 - Warehousing, Secured Advances and Other Secured Lending Arrangements
  38. .pdf Chapter 34 - Retention of Mortgage File
  39. .pdf Chapter 35 - Reserved tool tip icon This chapter is reserved.
  40. .pdf Chapter 36 - General Servicing Policies
  41. .pdf Chapter 37 - Reserved tool tip icon This chapter is reserved.
  42. .pdf Chapter 38 - Servicing Compensation
  43. .pdf Chapter 39 - Administration of Reserves; Monitoring Repairs
  44. .pdf Chapter 40 - Assessments and Other Post-purchase Reporting
  45. .pdf Chapter 41 - Transfers of Ownership
  46. .pdf Chapter 41SBL - SBL Transfers of Ownership
  47. .pdf Chapter 42 - Transfers of Servicing
  48. .pdf Chapter 43 - Specific Servicing Responsibilities
  49. .pdf Chapter 44 - Delinquency, Default and Loss Mitigation Strategies
  50. .pdf Chapter 45 - Real Estate Owned
  51. .pdf Chapter 46 - Reserved tool tip icon This chapter is reserved.
  52. .pdf Chapter 46SBL - SBL Collateral, Repurchase, Loss and Securitization
  53. .pdf Chapter 47 - Repurchases; Indemnification
  54. .pdf Chapter 48 - Termination of Servicing
  55. .pdf Chapter 49 - Reserved tool tip icon This chapter is reserved.
  56. .pdf Chapter 50 - General Accounting and Reporting Requirements
  57. .pdf Chapter 51 - Prepayments
  58. .pdf Chapter 52 - Custodial Accounts
  59. .pdf Chapter 53 - Determining and Remitting Payments
  60. .pdf Chapter 54 - Accounting and Reporting
  61. .pdf Chapter 55 - Documentation and Deliveries
  62. .pdf Chapter 55SBL - SBL Documentation and Deliveries
  63. .pdf Chapter 56-59 - Reserved tool tip icon These chapters are reserved.
  64. .pdf Chapter 60 - Appraiser and Appraisal Requirements
  65. .pdf Chapter 61 - Environmental Requirements
  66. .pdf Chapter 62 - Property Condition Report Requirements
  67. .pdf Chapter 62SBL - SBL Physical Risk Report Requirements
  68. .pdf Chapter 63 - Construction Reports
  69. .pdf Chapter 64 - Seismic Risk Assessment Requirements
  70. .pdf Chapter 64SBL - SBL Seismic Risk Assessment Requirements
  71. .pdf Chapter 65 - Green Report Requirements
  72. .pdf Chapter 66 - Conventional/TAH Physical Risk Report Requirements
Guide Training Videos
  1. .html Introduction to the Guide 12/15/2020 tool tip icon Login/create an Optigo Academy account to view
  2. .html 3 Ways to Access the Guide 12/15/2020 tool tip icon Login/create an Optigo Academy account to view
  3. .html 2 Ways to Print the Guide 12/15/2020 tool tip icon Login/create an Optigo Academy account to view
  4. .html Guide Resources Overview 02/26/2025
Numbered Guide Forms
  1. .pdf Acknowledgement of Property Improvement Alterations (Form 1126)
  2. .pdf Authorization for Automatic Transfer of Funds from a Principal and Interest Custodial Account Through the ACH (Form 1064) 06/15/2023
  3. .zip Borrower and Key Borrower Principal Blanket Certification (Form 1112) 12/12/2024
  4. .zip Borrower and Key Borrower Principal Certificate (Form 1115) - 07/01/2025 07/01/2025
  5. .pdf Borrower Application for Partial Release or Easement (Form 1125)
  6. .pdf Certificate of Incumbency and Authority To Draft Against Custodial Accounts (Form 1061)
  7. .pdf Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts (Form 1061A)
  8. .pdf Certificate of Limited Liability Company Secretary/Authorized Representative (Form 990M) 04/18/2024
  9. .pdf Certification - Organizational Chart (Form 1114) 06/13/2024
  10. .pdf Employer Enabled Permanent Supportive Housing Borrower Certification (Form 1134) 08/15/2024
  11. .zip Environmental Site Assessment (Form 1103) 05/22/2025
  12. .xls Forward Commitment Monitoring Report (Form 5150)
  13. .zip Green Report (Form 1106) 12/14/2023
  14. .zip Green Retrofits Certification (Form 1209)
  15. .pdf Hazard Loss Disbursement Request (Form 1140-DR) 09/14/2023
  16. .pdf Hazard Loss Notification and Plan (Form 1140) 09/14/2023
  17. .pdf Legal Referral Form (Form 1101)
  18. .pdf Letter Agreement for Reserve Custodial Account (Form 1060) 10/20/2022
  19. .pdf Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions (Form 1057A) 10/20/2022
  20. .pdf Letter Agreement for Servicer's Reserve Custodial Account (Form 1058) 10/20/2022
  21. .pdf Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account (Form 1059) 06/15/2023
  22. .pdf Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account (Form 1057) 06/15/2023
  23. .pdf Letter of Credit - SBL Certification (Form 921)
  24. .pdf Loan and Real Estate Owned (REO) Expenses and Income (Form 104)
  25. .html Multifamily Annual Certification Report (Form 16M) 05/21/2022 tool tip icon 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. login required
  26. .html Multifamily Annual Certification Report - Servicer Only (Form 1110M) 05/16/2022 tool tip icon 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. login required
  27. .html Multifamily Annual Certification Report - Structured Transaction & Tax-Exempt Bond Seller/Servicers (Form 17M) 05/13/2022 tool tip icon 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. login required
  28. .pdf Multifamily Certificate of Authorized Representative (Form 988M) 04/18/2024
  29. .pdf Multifamily Certificate of Corporate Secretary (Form 989M) 04/18/2024
  30. .xls Multifamily Principal & Interest Custodial Account Reconciliation Worksheet (Form 1143)
  31. .zip Multifamily Seller/Servicer Change Notification (Form 1107M) 06/13/2024 tool tip icon To view this form, download and open the form in Adobe Reader
  32. .pdf Notice Letter - Alternative CE Bond Billing Procedure (Form 1063)
  33. .zip Potential Fraud Tip Reporting (Form 1129) 02/27/2025
  34. .xls Property Condition Assessment (Form 1105) 08/26/2025
  35. .xls Physical Risk Report (Form 1108) 08/26/2025 tool tip icon Use this physical risk report for Conventional and Targeted Affordable Housing Loans
  36. .xls Real Estate Schedule (Form 1116) 08/26/2025
  37. .pdf Report of IRS Form 1099-A and 1099-C Filings (Form 1065M)
  38. .xls Reserves Held in Custodial Accounts (Form 1056) 06/15/2023
  39. .xls SBL Physical Risk Report (Form 1104) 08/26/2025
  40. .zip Seismic Risk Assessment Summary (Form 1102)
  41. .html Seller/Servicer Certification of Insurance Coverage (Form 1133) tool tip icon 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. .pdf Sight Draft (Form 1062)
  43. .xls Student Housing Questionnaire (Form 1120)
  44. .pdf System Administrator Add/Update/Remove Request (Form 1146) 08/26/2025 tool tip icon To view this form, download and open the form in Adobe Reader login required
  45. .pdf System Administrator Verification and Certification (Form 1149) 08/26/2025
  46. .pdf System User Verification and Certification (Form 1148) 08/26/2025
  47. .pdf Transfer of Securitized Servicing Agreement (Form 983M) 08/15/2024
  48. .pdf Transfer of Servicing Agreement (Form 981M) 02/22/2024
  49. .zip Value-Add Monitoring (Form 1028)
  50. .pdf Verification of Collections (Form 1144)
  51. .pdf Waiver of 50-page Limit for SBL Appraisal (Form 6011)
  52. .pdf Warehouse Lender Release of Security Interest (Form 996M)
  53. .pdf Wire Transfer Authorization (Form 483M) 04/18/2024
  54. .pdf Wire Transfer Authorization - Cash Warehouse Delivery (Form 987M)
  55. .pdf Wire Transfer Authorization - Non-Warehoused Mortgage (Form 1150)
Checklists and Guide Exhibits
  1. .xls Interactive Conventional and TAH Cash UW Checklist 08/26/2025
  2. .xls SBL UW Checklist 08/26/2025 login required
  3. .pdf Exhibit 1.1 - Conventional UW Checklist 02/27/2025
  4. .pdf Exhibit 1.25 - TAH Prescreen Package Checklist 04/13/2023 tool tip icon Prescreen Package for Cash Mortgages and Bond Credit Enhancement Mortgages
  5. .pdf Exhibit 1.26 - TAH Cash Mortgage Full UW & Early Rate-Lock Checklist 02/27/2025
  6. .pdf Exhibit 1.29 - TAH Bond CE Mortgage - Full UW Checklist 02/27/2025
  7. .pdf Exhibit 1.30 - TAH Cash Forward Commitment - Full UW Checklist 02/27/2025
  8. .pdf Exhibit 1.31 - TAH Cash Conversion UW Checklist 02/27/2025
  9. .pdf Exhibit 1.32 - TAH Bond CE Forward Commitment - UW Checklist 02/27/2025
  10. .pdf Exhibit 1.33 - TAH Bond CE Conversion UW Checklist 02/27/2025
  11. .pdf Exhibit 2 - Origination Guidelines for TAH Mortgages
  12. .pdf Exhibit 5 - Draft Letter of Authorization
  13. .pdf Exhibit 6 - Interest Calculation Amortization Method - Single Payments
  14. .pdf Exhibit 7 - Interest Calculation Amortization Method - Multiple Payments
  15. .pdf Exhibit 8 - Confirmation Request
  16. .pdf Exhibit 9 - Interest Reimbursement
  17. .pdf Exhibit 10 - Lender Review, Processing and Consent Fee Schedule 02/27/2025
  18. .pdf Exhibit 11 - Radon Testing and Mitigation Standards 05/22/2025
  19. .pdf 501(c)(3) Due Diligence Checklist - TAH
Forms for Originate and Underwrite
  1. .pdf Certification Regarding Payment of Fees and Expenses of Freddie Mac's Outside Legal Counsel - TAH
  2. .zip Exception Request - TAH login required
  3. .pdf Geographical Waiver Request
  4. .zip LIHTC Syndicator Approval Request login required
  5. .xls SBL - Prescreen and Exception Request Form 06/30/2025
Forms for Asset Management
  1. .xls Bond ADS Supplemental Form login required
  2. .pdf Borrower Certification - Completion 09/14/2023 tool tip icon Submit when all property repairs have been completed.
  3. .pdf Borrower Certification - Completion of Restoration 09/14/2023
  4. .pdf Borrower Certification - Partial Completion 09/14/2023 tool tip icon Submit when some of the property repair items have been completed, but there are still a few items outstanding.
  5. .pdf Business Guidance Request - Securitized Loan tool tip icon Complete and upload to DMS when you want to ask for advice on how to implement the Freddie Mac Multifamily Servicing Standard.
  6. .xls Co-op Assessment Supplemental Form login required
  7. .pdf Counterparty Approval Request
  8. .doc COVID-19 DSR Release Request Form 06/04/2021 login required
  9. .pdf CSO Certification (Freddie Mac-Owned Loan)
  10. .pdf CSO Certification (MHC Tenant Protections) 06/15/2023 tool tip icon For use with MHC Tenant Protection deals with riders dated on or after March 24, 2021
  11. .pdf CSO Certification (Securitized Loan)
  12. .zip Easement Request login required
  13. .zip General Servicing Request login required
  14. .zip Kensington Cap Escrow Adjustment Request login required
  15. .pdf Property Management Change Certification
  16. .zip Property Management Change Request login required
  17. .zip Property Partial Release Request login required
  18. .zip Release/Extension of Monetary Collateral Request login required
  19. .zip Repair/Rehab Agreement Extension/Modification Request login required
  20. .xls Servicer's Proforma login required
  21. .zip Transfer of Ownership/Assumption Request login required
  22. .pdf Uniform Supplemental Financing Checklist
  23. .xls Unstabilized Property Monitoring Form login required
  24. .doc Return to Master Servicer Memo 05/30/2025
  25. .doc Special Servicer - Officer’s Certificate 05/30/2025
  26. .doc Sub-Servicer - Officer’s Certificate 05/30/2025
Forms for Purchase and Deliver
  1. .pdf MF Document Transmittal Form
Access Request Forms
  1. .zip DMS New User Setup, Reactivation, Modification and Deactivation Form
  2. .zip ICT User Access Request tool tip icon Use to add/delete user access for the ICT.