Guide and Forms

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.

Terms of Use and Printing Instructions

The electronic versions of our Guide forms are available here in Adobe Acrobat Reader format and cannot be altered. A free Acrobat Reader "plug-in" is required to view and/or print the forms. If a form does not appear after clicking a link on the Multifamily Guide Forms page, then you need to download Acrobat Reader. Please note that you'll be downloading Acrobat Reader from the Adobe website to your computer.

Printing Instructions

To print a form, click on the form you need. The form will be displayed in Acrobat Reader. At the top of the Acrobat Reader window, click on the printer icon (not the "Print" button on your browser's task bar. A "Print" dialog box will appear where you can set print options, if necessary.

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Seller/Servicer Guide

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Multifamily Eligibility System

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Guide Chapters
1. .pdfChapter 1 - Introduction
2. .pdfChapter 2 - General Freddie Mac Policies
3. .pdfChapter 3 - Seller/Servicer Eligibility Requirements
4. .pdfChapter 4 - Suspension or Termination of a Seller/Servicer
5. .pdfChapter 5 - Seller/Servicer Representations and Warranties
6. .pdfChapter 6 - Legal Services for Mortgage Origination and Servicing
7. .pdfChapter 6SBL - SBL Legal Services for Mortgage Origination and Servicing
8. .pdfChapter 7 - Fraud Prevention, Detection and Reporting; Reporting Fraud and Suspicious Activity
9. .pdfChapter 8 - Property Fundamentals
10. .pdfChapter 8SBL - SBL Property Fundamentals
11. .pdfChapter 9 - Borrower/Sponsor Fundamentals
12. .pdfChapter 9SBL - SBL Borrower/Borrower Principal Fundamentals
13. .pdfChapter 10 - Fundamentals of Mortgages, Mortgage Origination and Credit Underwriting
14. .pdfChapter 11 - Miscellaneous Fundamentals
15. .htmChapters 12 - 16SBL: Reserved These chapters are reserved.
16. .pdfChapter 17 - Originating a Mortgage under the MF Conventional Cash Mortgage Purchase Program
17. .htmChapter 18: Reserved This chapter is reserved.
18. .pdfChapter 18SBL - Originating an SBL Mortgage
19. .pdfChapter 19 - Originating a Targeted Affordable Housing Cash Mortgage
20. .pdfChapter 19A - Originating a TAH Cash Mortgage under a Forward Commitment
21. .pdfChapter 20 - Originating a Mortgage under the Multifamily Supplemental Mortgage Product
22. .pdfChapter 21 - Originating a Mortgage under the Multifamily Seniors Housing Project
23. .pdfChapter 22 - Originating a Mortgage under the MF Manufactured Housing Community Project
24. .pdfChapter 23 - TAH Underwriting Analysis for Affordability Components
25. .pdfChapter 24 - Freddie Mac Multifamily Green Advantage
26. .pdfChapter 25 - Originating a TAH Tax-Exempt Loan
27. .pdfChapter 25A - Originating a TAH Tax-Exempt Loan under a Forward Commitment
28. .htmChapter 26: Reserved This chapter is reserved.
29. .pdfChapter 27 - Commitment or Early-Rate Lock Application
30. .pdfChapter 28 - Originating a TAH Bond Credit Enhancement Mortgage
31. .pdfChapter 28A - Originating a TAH BCE Mortgage under a Forward Contract
32. .pdfChapter 29 - Title, Description, Survey and UCC Search
33. .pdfChapter 29SBL - SBL Title, Description, Survey and UCC Search
34. .pdfChapter 30 - Ground Lease Mortgages
35. .pdfChapter 31 - Insurance Requirements
36. .pdfChapter 32 - Final Delivery Requirements
37. .pdfChapter 33 - Warehousing, Secured Advances and Other Secured Lending Arrangements
38. .pdfChapter 34 - Retention of Mortgage File
39. .htmChapter 35: Reserved This chapter is reserved.
40. .pdfChapter 36 - General Servicing Policies
41. .htmChapter 37: Reserved This chapter is reserved.
42. .pdfChapter 38 - Servicing Compensation
43. .pdfChapter 39 - Administration of Reserves; Monitoring Repairs
44. .pdfChapter 40 - Assessments and Other Post-purchase Reporting
45. .pdfChapter 41 - Transfers of Ownership
46. .pdfChapter 41SBL - SBL Transfers of Ownership
47. .pdfChapter 42 - Transfers of Servicing
48. .pdfChapter 43 - Specific Servicing Responsibilities
49. .pdfChapter 44 - Delinquency, Default and Loss Mitigation Strategies
50. .pdfChapter 45 - Real Estate Owned
51. .htmChapter 46: Reserved This chapter is reserved.
52. .pdfChapter 46SBL - SBL Collateral, Repurchase, Loss and Securitization
53. .pdfChapter 47 - Repurchases; Indemnification
54. .pdfChapter 48 - Termination of Servicing
55. .htmChapter 49: Reserved This chapter is reserved.
56. .pdfChapter 50 - General Accounting and Reporting Requirements
57. .pdfChapter 51 - Prepayments
58. .pdfChapter 52 - Custodial Accounts
59. .pdfChapter 53 - Determining and Remitting Payments
60. .pdfChapter 54 - Accounting and Reporting
61. .pdfChapter 55 - Documentation and Deliveries
62. .pdfChapter 55SBL - SBL Documentation and Deliveries
63. .htmChapters 56-59: Reserved These chapters are reserved.
64. .pdfChapter 60 - Appraiser and Appraisal Requirements
65. .pdfChapter 61 - Environmental Requirements
66. .pdfChapter 62 - Property Condition Report Requirements
67. .pdfChapter 62SBL - SBL Physical Risk Report Requirements
68. .pdfChapter 63 - Construction Reports
69. .pdfChapter 64 - SBL Seismic Risk Assessment Requirements
70. .pdfChapter 64SBL - SBL Seismic Risk Assessment Requirements
71. .pdfChapter 65 - Green Report Requirements
72. .pdfChapter 66 - Conventional/TAH Physical Risk Report Requirements
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
12. .zipForm 1028: Value-Add Monitoring 9/30/2020
13. .xlsForm 1056: Reserves Held in Custodial Accounts 6/27/2019
14. .pdfForm 1057A: Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 6/25/2020
15. .pdfForm 1057: Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 6/25/2020
16. .pdfForm 1058: Letter Agreement for Servicer's Reserve Custodial Account 6/25/2020
17. .pdfForm 1059: Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 6/25/2020
18. .pdfForm 1060: Letter Agreement for Reserve Custodial Account 6/25/2020
19. .pdfForm 1061A: Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts 5/17/2017
20. .pdfForm 1061: Certificate of Incumbency and Authority To Draft Against Custodial Accounts 5/17/2017
21. .pdfForm 1062: Sight Draft 5/17/2017
22. .pdfForm 1063: Notice Letter – Alternative CE Bond Billing Procedure 11/16/2017
23. .pdfForm 1065M: Report of IRS Form 1099-A and 1099-C Filings 6/17/2017
24. .pdfForm 1101: Legal Referral Form 5/17/2017
25. .zipForm 1102: Seismic Risk Assessment Summary 9/30/2020
26. .zipForm 1103: Environmental Site Assessment 9/26/2019
27. .zipForm 1104: SBL Physical Risk Report 10/9/2020
28. .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.
29. .zipForm 1106: Green Report 9/30/2020
30. .pdfForm 1107M: Multifamily Seller/Servicer Change Notification 6/27/2019
31. .zipForm 1108: Physical Risk Report 8/28/2019 Use this physical risk report for Conventional and Targeted Affordable Housing Loans
32. .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.
33. .pdfForm 1114: Certification - Organizational Chart 9/28/2018
34. .pdfForm 1115: Borrower and Borrower Principal Certificate 9/30/2020
35. .pdfForm 1115 SBL: SBL-Borrower and Borrower Principal Certificate 9/30/2020
36. .xlsForm 1116: Real Estate Schedule 9/30/2020
37. .xlsForm 1120: Student Housing Questionnaire 9/15/2017
38. .pdfForm 1125: Borrower Application for Partial Release or Easement 5/17/2017
39. .pdfForm 1126: Acknowledgement of Property Improvement Alterations 5/17/2017
40. .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.
41. .pdfForm 1140: Hazard Loss Notification and Plan 10/17/2017
42. .pdfForm 1140-DR: Hazard Loss Disbursement Request 5/17/2017
43. .xlsForm 1143: Multifamily Principal & Interest Custodial Account Reconciliation Worksheet 6/15/2017
44. .pdfForm 1144: Verification of Collections 5/17/2017
45. .pdfForm 1146: System Administrator Add/Update/Remove Request 9/30/2020
46. .pdfForm 1148: System User Verification and Certification 5/17/2017
47. .pdfForm 1149: System Administrator Verification and Certification 5/17/2017
48. .pdfForm 1150: Wire Transfer Authorization – Non-Warehoused Mortgage 5/17/2017
49. .pdfForm 6011: Waiver of 50-page Limit for SBL Appraisal 6/27/2019
50. .xlsForm 5150 - Forward Commitment Monitoring Report 9/30/2020
Checklists and Guide Exhibits for Underwriting
1. .xlsInteractive Conventional and TAH Cash UW Checklist 9/30/2020
2. .pdfExhibit 1.1 Conventional UW Checklist 6/25/2020
3. .xlsExhibit 1.2 SBL UW Checklist
4. .pdfExhibit 1.25 TAH - Prescreen Package Checklist Prescreen Package for Cash Mortgages and Bond Credit Enhancement Mortgages
5. .pdfExhibit 1.26 TAH - Cash Mortgage Full UW & Early Rate-Lock Checklist
6. .pdfExhibit 1.29 TAH - Bond CE Mortgage - Full UW Checklist
7. .pdfExhibit 1.30 TAH - Cash Forward Commitment - Full UW Checklist
8. .pdfExhibit 1.31 TAH - Cash Conversion UW Checklist
9. .pdfExhibit 1.32 TAH - Bond CE Forward Commitment - UW Checklist
10. .pdfExhibit 1.33 TAH - Bond CE Conversion UW Checklist
11. .pdfExhibit 2 Origination Guidelines for TAH Mortgages
Forms for Originate and Underwrite
1. .xlsSBL - Prescreen and Exception Request Form 11/17/2020
2. .pdfGeographical Waiver Request 11/15/2016
3. .pdfCertification Regarding Payment of Fees and Expenses of Freddie Mac's Outside Legal Counsel - TAH 11/15/2016
4. .pdfException Request - TAH 11/15/2016
5. .pdfLIHTC Syndicator Approval Request 11/15/2016
6. .xlsProperty Inspection and Lease Audit - SBL 5/19/2016
7. .xlsBond Credit Enhancement Mortgage Transaction Parties and Details - TAH 9/18/2014
8. .pdf501(c)(3) Compliance Checklist Mortgage Purchase Eligibility - TAH
Forms for Asset Management
1. .xlsBond ADS Supplemental Form 3/2/2020
2. .xlsUnstabilized Property Monitoring Form 11/8/2019
3. .pdfCSO Certification (MHC Tenant Protections) 7/11/2019
4. .pdfKensington Cap Escrow Adjustment Request 2/28/2018
5. .pdfBorrower Certification - Completion of Restoration 11/3/2017
6. .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.
7. .pdfCSO Certification (Freddie Mac-Owned Loan) 9/27/2017
8. .pdfCSO Certification (Securitized Loan) 9/27/2017
9. .pdfEasement Request 9/27/2017
10. .pdfGeneral Servicing Request 9/27/2017
11. .pdfProperty Management Change Certification 9/27/2017
12. .pdfProperty Management Change Request 9/27/2017
13. .pdfProperty Partial Release Request 9/27/2017
14. .pdfRelease/Extension of Monetary Collateral Request 9/27/2017
15. .pdfRepair/Rehab Agreement Extension/Modification Request 9/27/2017
16. .pdfTransfer of Ownership/Assumption Request 9/27/2017
17. .pdfUniform Supplemental Financing Checklist 9/27/2017
18. .pdfBorrower Certification - Completion 5/3/2017 Submit when all property repairs have been completed.
19. .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.
20. .xlsCo-op Assessment Supplemental Form 3/20/2017
21. .pdfCounterparty Approval Request 11/15/2016
22. .xlsServicer's Proforma 11/22/2013
Forms for Purchase and Deliver
1. .pdfMF Document Transmittal Form 3/27/2017
Access Request Forms
1. .pdfICT User Access Request 10/5/2020 Use to add/delete user access for the ICT.
2. .pdfDMS New User Setup, Reactivation and Deactivation Form 1/30/2020

Guide and Forms

Guide Bulletins
Guide FAQs
Mortgage Fraud and Fraud Reporting

Form 1105 Requirement

Effective with inspection dates on or after October 17, 2020, Form 1105 must be delivered in JSON format in addition to being attached as a PDF to the PCA, but we encourage the immediate delivery of both PCA formats.

For more information about the Form 1105 JSON Data Supplement, visit the transformation page.

Learn more about Form 1105 Requirement

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