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Document Management System
Seller/Servicer Guide
Resources
- Document Management System (DMS)
- .xlsDMS Loan Level Document List Mapping 9/15/2021
Use for all Multifamily transactions. Contains DMS cross references for Underwriting, Final Delivery, and Post Closing.
- .xlsDMS Master Servicer Document List Mapping 7/20/2021 DMS mapping list for the Master Servicer Cabinet
- .xlsDMS Post-Closing Transactions Type Guide 5/19/2021 DMS mapping list for post-closing transactions.
- .pdfDMS FAQs 8/5/2016
- .pdfDMS Login Instructions 8/5/2014 The DMS authentication page requires a specific login procedure.
- .pdfDMS - Managing Your Access At-A-Glance 5/13/2013 Provides instructions for managing your password and user profile for Freddie Mac's Document Management System (DMS).
- .pdfDMS - How To Get Started 2/12/2012 Instructions for gaining DMS access and maintaining user profile and password.
- .pdfDMS User Manual 11/1/2011 Walkthrough of key DMS features and functionalities
- .xlsDMS Loan Level Document List Mapping 9/15/2021
- Final Delivery Instructions, Delivery Package TOCs, Document Transmittal Form, Bailee Acknowledgment
- .xlsFinal Delivery Package Table of Contents - Immediate Cash Loan and TAH Unfunded Forward (Cash) at Conversion 10/1/2020
- .xlsFinal Delivery Package Table of Contents - SBL 10/1/2020
- .docFinal Delivery Package Table of Contents - TEL (Conversion) 10/1/2020
- .docFinal Delivery Package Table of Contents - TEL (Forward) 10/1/2020
- .docFinal Delivery Package Table of Contents - TEL (Immediate) 10/1/2020
- .docSeller's Title Insurance Certification 10/1/2020
- .docReplacement Page Authorization - Non-Recorded Documents 4/15/2020
- .docBailee Acknowledgment Form for Optigo Lenders and Closing Counsel 4/8/2020
- .docFinal Delivery Instructions - Immediate Cash Loan and TAH Unfunded Forward (Cash) at Conversion 7/8/2019
- .docFinal Delivery Instructions - SBL 7/8/2019
- .pdfMF Document Transmittal Form 3/27/2017
- .docCommitment / Seller Correction - SBL 3/3/2016
- Numbered Guide Forms
- .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.
- .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.
- .pdfForm 104: Loan and Real Estate Owned (REO) Expenses and Income 5/17/2017
- .pdfForm 483M: Wire Transfer Authorization 4/30/2019
- .pdfForm 921: Letter of Credit – SBL Certification 5/17/2017
- .pdfForm 981M: Transfer of Servicing Agreement 7/17/2020
- .pdfForm 987M: Wire Transfer Authorization – Cash Warehouse Delivery 5/17/2017
- .pdfForm 988M: Multifamily Certificate of Authorized Representative 4/30/2019
- .pdfForm 989M: Multifamily Certificate of Corporate Secretary 6/27/2019
- .pdfForm 990M: Certificate of Limited Liability Company Secretary/Authorized Representative 4/30/2019
- .pdfForm 996M: Warehouse Lender Release of Security Interest 5/17/2017 To view this form, download and open the form in Adobe Reader
- .zipForm 1028: Value-Add Monitoring 9/30/2020
- .xlsForm 1056: Reserves Held in Custodial Accounts 6/27/2019
- .pdfForm 1057A: Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 7/28/2021
- .pdfForm 1057: Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 7/28/2021
- .pdfForm 1058: Letter Agreement for Servicer's Reserve Custodial Account 7/28/2021
- .pdfForm 1059: Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 7/28/2021
- .pdfForm 1060: Letter Agreement for Reserve Custodial Account 7/28/2021
- .pdfForm 1061A: Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts 5/17/2017
- .pdfForm 1061: Certificate of Incumbency and Authority To Draft Against Custodial Accounts 5/17/2017
- .pdfForm 1062: Sight Draft 5/17/2017
- .pdfForm 1063: Notice Letter – Alternative CE Bond Billing Procedure 11/16/2017
- .pdfForm 1065M: Report of IRS Form 1099-A and 1099-C Filings 6/17/2017 To view this form, download and open the form in Adobe Reader
- .pdfForm 1101: Legal Referral Form 5/17/2017
- .zipForm 1102: Seismic Risk Assessment Summary 9/30/2020
- .zipForm 1103: Environmental Site Assessment 9/26/2019
- .zipForm 1104: SBL Physical Risk Report 8/26/2021
- .zipForm 1105: Property Condition Assessment 6/17/2021 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.
- .zipForm 1106: Green Report 9/30/2020
- .pdfForm 1107M: Multifamily Seller/Servicer Change Notification 8/26/2021 To view this form, download and open the form in Adobe Reader
- .zipForm 1108: Physical Risk Report 8/28/2019 Use this physical risk report for Conventional and Targeted Affordable Housing Loans
- .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.
- .pdfForm 1114: Certification - Organizational Chart 9/28/2018 To view this form, download and open the form in Adobe Reader
- .pdfForm 1115: Borrower and Borrower Principal Certificate 9/30/2020 To view this form, download and open the form in Adobe Reader
- .pdfForm 1115 SBL: SBL-Borrower and Borrower Principal Certificate 9/30/2020 To view this form, download and open the form in Adobe Reader
- .xlsForm 1116: Real Estate Schedule 9/30/2020
- .xlsForm 1120: Student Housing Questionnaire 9/15/2017
- .pdfForm 1125: Borrower Application for Partial Release or Easement 5/17/2017 To view this form, download and open the form in Adobe Reader
- .pdfForm 1126: Acknowledgement of Property Improvement Alterations 4/15/2021
- .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.
- .pdfForm 1140: Hazard Loss Notification and Plan 10/17/2017
- .pdfForm 1140-DR: Hazard Loss Disbursement Request 5/17/2017
- .xlsForm 1143: Multifamily Principal & Interest Custodial Account Reconciliation Worksheet 6/15/2017
- .pdfForm 1144: Verification of Collections 5/17/2017
- .pdfForm 1146: System Administrator Add/Update/Remove Request 9/30/2020 To view this form, download and open the form in Adobe Reader
- .pdfForm 1148: System User Verification and Certification 4/15/2021
- .pdfForm 1149: System Administrator Verification and Certification 5/17/2017
- .pdfForm 1150: Wire Transfer Authorization – Non-Warehoused Mortgage 5/17/2017
- .zipForm 1209: Green Retrofits Certification 6/17/2021
- .pdfForm 6011: Waiver of 50-page Limit for SBL Appraisal 6/27/2019 To view this form, download and open the form in Adobe Reader
- .xlsForm 5150 - Forward Commitment Monitoring Report 9/30/2020
- .htmForm 16M: Multifamily Annual Certification Report
- Training
- .htmUpdates to Final Delivery Process - Webinar Audio 7/22/2019
- .pdfUpdates to Final Delivery Process - Webinar Deck 7/22/2019