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