Asset Management

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CRT

Consent Request Tracker

CRT Learning Modules

DMS

Document Management System

ICT

Insurance Compliance Tool

PRS

Property Reporting System

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Seller/Servicer Guide

Resources

AMO Organization Charts
1. .pdf AMO Leadership 04/02/2024
2. .pdf Counterparty Risk & Compliance 04/03/2024
3. .pdf Loan Administration 04/03/2024
4. .pdf Loan Servicing 04/03/2024
5. .pdf Special Servicing 04/03/2024
6. .pdf Surveillance 04/03/2024
Asset Management References
1. .xls Property Management Company List 03/31/2024
2. .pdf Kensington Cap Escrow Process 03/29/2022 Overview document of the Kensington Cap Escrow process
3. .pdf Green Advantage® Benchmarking Data Collection Guide 01/19/2023
4. .pdf Green Advantage® Benchmarking Metrics Submission Guide 01/19/2023
5. .pdf Loan Riders Tracking Guidance 03/27/2023
6. .pdf Servicing Best Practices for Securitized Deals 05/24/2023
7. .pdf Watchlist Management 07/15/2019
8. .pdf Green Improvements, Completion Monitoring and Modifications 06/20/2023
9. .pdf Green Advantage® Benchmarking Data Consultant Requirements 01/19/2023
10. .pdf PRS Watchlist Process 12/10/2018
11. .pdf Transfer of Ownership Underwriting Requirements by Party 06/27/2016
12. .pdf Moisture Management Plan Handbook 09/20/2022 Freddie Mac requirements for mold and moisture management and mitigation.
13. .xls Cap Escrow Adjustment Worksheet 02/12/2012
14. .pdf Customer Due Diligence Search Tips 07/25/2023
15. .doc Disaster Forbearance Agreement 10/12/2022
16. .pdf Information Security Best Practices 06/15/2023
17. .pdf Material Vendor Update 10/12/2022
18. .pdf Multifamily Market Ratings for Markets Predicted to Perform Significantly Below Average 04/08/2024
19. .pdf New PRS Compliance LIT: WL/Assessment Inquiry 01/26/2023
20. .doc Notice of Default and Reservation of Rights (Conventional) 11/07/2023
21. .doc Notice of Default and Reservation of Rights (SBL) 11/07/2023
22. .html Organizational Chart - Interactive Guidance 04/13/2023
23. .pdf Servicing Standard - Hurricane Ian - Guidance for Primary Servicers 10/12/2022
24. .pdf Servicing Standard - Securitization Loan Advancing Guidance for Sub-Servicers 08/17/2023
25. .pdf NYC Local Law 97 Servicer Guidance 01/30/2024 local law 97, decarbonization
Borrower Consents/Assumptions
1. .pdf Common Misses on Loan Assumption Submissions 03/30/2023
2. .pdf Freddie Mac's Approach to Loan Assumption Requests 05/28/2021
3. .pdf Providing a Better Loan Assumption Process for Borrowers 05/20/2021
COVID-19 Forbearance - Additional Relief
1. .doc Extension of Forbearance Period - Amendment to COVID-19 Forbearance Agreement for All Loans 09/30/2021
2. .doc Extension of Repayment Period - Amendment to COVID-19 Forbearance Agreement for All Loans 09/30/2021
3. .doc Reallocation of Repayments - Amendment to COVID-19 Forbearance Agreement for All Loans 09/30/2021
4. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Additional Relief (September) 09/10/2020
5. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Additional Relief (June) 06/28/2020
COVID-19 Forbearance - Program Extension
1. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Extension - No End Date 09/30/2021
2. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Extension to September 2021 06/09/2021
3. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Extension to June 2021 03/16/2021
4. .pdf COVID-19 Multifamily Servicing Standard - Forbearance - Extension to March 2021 12/23/2020
COVID-19 Servicing Resources
1. .pdf COVID-19 DSR Release FAQs 12/13/2021
2. .pdf COVID-19 DSR Release Overview - Conventional and Specialty 08/01/2022
3. .pdf COVID-19 DSR Release Overview - SBL 12/13/2021
4. .doc COVID-19 Forbearance Agreement for All Loans 09/30/2021 To be used with porfolio and securitized loans
5. .doc COVID-19 30-Day Eviction Notice Reminder (Servicing) 08/03/2021
6. .pdf COVID-19 Multifamily Servicing Standard – Notice to Vacate Requirements 08/03/2021
7. .pdf COVID-19 Forbearance Program FAQs 07/01/2020
8. .pdf COVID-19 Multifamily Servicing Standard – Forbearance 06/30/2020
9. .doc COVID-19 Servicing - Bailee Acknowledgment 03/31/2020
10. .pdf COVID-19 Forbearance Procedure 03/30/2020
11. .pdf COVID-19 Multifamily Servicing Standard – Notice to Vacate Requirements - Additional Guidance 07/11/2023
Numbered Guide Forms
1. .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.
2. .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.
3. .pdf Form 104 - Loan and Real Estate Owned (REO) Expenses and Income
4. .pdf Form 921 - Letter of Credit - SBL Certification
5. .pdf Form 981M - Transfer of Servicing Agreement 02/22/2024
6. .pdf Form 987M - Wire Transfer Authorization - Cash Warehouse Delivery
7. .pdf Form 988M - Multifamily Certificate of Authorized Representative 04/18/2024
8. .pdf Form 989M - Multifamily Certificate of Corporate Secretary 04/18/2024
9. .pdf Form 990M - Certificate of Limited Liability Company Secretary/Authorized Representative 04/18/2024
10. .pdf Form 996M - Warehouse Lender Release of Security Interest
11. .zip Form 1028 - Value-Add Monitoring
12. .xls Form 1056 - Reserves Held in Custodial Accounts 06/15/2023
13. .pdf Form 1057A - Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 10/20/2022
14. .pdf Form 1057 - Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 06/15/2023
15. .pdf Form 1058 - Letter Agreement for Servicer's Reserve Custodial Account 10/20/2022
16. .pdf Form 1059 - Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 06/15/2023
17. .pdf Form 1060 - Letter Agreement for Reserve Custodial Account 10/20/2022
18. .pdf Form 1061 - Certificate of Incumbency and Authority To Draft Against Custodial Accounts
19. .pdf Form 1061A - Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts
20. .pdf Form 1062 - Sight Draft
21. .pdf Form 1063 - Notice Letter - Alternative CE Bond Billing Procedure
22. .pdf Form 1064 - Authorization for Automatic Transfer of Funds from a Principal and Interest Custodial Account Through the ACH 06/15/2023
23. .pdf Form 1065M - Report of IRS Form 1099-A and 1099-C Filings
24. .pdf Form 1101 - Legal Referral Form
25. .zip Form 1102 - Seismic Risk Assessment Summary
26. .zip Form 1103 - Environmental Site Assessment 09/14/2023
27. .xls Form 1104 - SBL Physical Risk Report 08/17/2023
28. .zip Form 1105 - Property Condition Assessment 12/14/2023
29. .zip Form 1106 - Green Report 12/14/2023
30. .zip Form 1107M - Multifamily Seller/Servicer Change Notification 12/14/2023 To view this form, download and open the form in Adobe Reader
31. .zip Form 1108 - Physical Risk Report 09/14/2023 Use this physical risk report for Conventional and Targeted Affordable Housing Loans
32. .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.
33. .pdf Form 1114 - Certification - Organizational Chart 06/15/2023
34. .pdf Form 1115 - Borrower Certificate 08/17/2023
35. .pdf Form 1115 - Key Borrower Principal Certificate 08/17/2023
36. .pdf Form 1115SBL - Borrower Certificate – SBL 08/17/2023
37. .pdf Form 1115SBL - Key Borrower Principal Certificate – SBL 08/17/2023
38. .xls Form 1116 - Real Estate Schedule 06/15/2023
39. .xls Form 1120 - Student Housing Questionnaire
40. .pdf Form 1125 - Borrower Application for Partial Release or Easement
41. .pdf Form 1126 - Acknowledgement of Property Improvement Alterations
42. .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.
43. .pdf Form 1140 - Hazard Loss Notification and Plan 09/14/2023
44. .pdf Form 1140-DR - Hazard Loss Disbursement Request 09/14/2023
45. .xls Form 1143 - Multifamily Principal & Interest Custodial Account Reconciliation Worksheet
46. .pdf Form 1144 - Verification of Collections
47. .pdf Form 1146 - System Administrator Add/Update/Remove Request To view this form, download and open the form in Adobe Reader
48. .pdf Form 1148 - System User Verification and Certification
49. .pdf Form 1149 - System Administrator Verification and Certification
50. .pdf Form 1150 - Wire Transfer Authorization - Non-Warehoused Mortgage
51. .zip Form 1209 - Green Retrofits Certification
52. .xls Form 5150 - Forward Commitment Monitoring Report
53. .pdf Form 6011 - Waiver of 50-page Limit for SBL Appraisal
54. .pdf Form 483M - Wire Transfer Authorization 04/18/2024
PRS Assessment
1. .pdf PRS Frequently Asked Questions 01/31/2022 This frequently asked document summarized key information needed to use the PRS application.
2. .pdf PRS Quick Start Manual 01/31/2022 A manual to assist you with logging in, uploading files, downloading files and maintaining your PRS account.
3. .pdf Float-to-Fixed Loan — Loan Conversion Desk Reference 02/08/2024
4. .pdf How to Filter Data in PRS 02/08/2024
5. .pdf PRS Excel Setting User Guide 02/08/2024
6. .pdf Assessments Completion Best Practices 01/18/2024 This document is a supplement for the PRS Template desk references. It provides general reminders and highlights common data discrepancies in submissions.
7. .xls Assessment — File Naming Conventions 02/08/2024
8. .pdf Financial Statement and Rent Roll Submission Protocol 02/08/2024
9. .pdf PRS Late Assessment Guide 01/26/2023
PRS Assessment: AIF & LMF
1. .xls PRS AIF Data Validation Chart 02/08/2024 Provides descriptions for all required data fields in the submission of an AIF.
2. .pdf Inspection Update FAQs 04/03/2024
3. .pdf PRS Loan Management Form (LMF) Desk Reference 12/05/2023
4. .pdf Loan Management Form (LMF) FAQs 02/29/2024
5. .pdf PRS Annual Inspection Form (AIF) Desk Reference 03/20/2024
PRS Assessment: CREFC
1. .xls PRS CREFC Validation - NOIWS and OSAR 01/24/2022
2. .xls Coding Matrix Guidelines 02/08/2024
3. .xls Bond ADS Supplemental Form
4. .xls Unstabilized Property Monitoring Form
5. .pdf Checklist Reference 07/14/2017
6. .xls Co-op Assessment Supplemental Form
7. .pdf PRS CREFC Desk Reference for Individual and Bulk Templates 01/24/2023
8. .xls PRS CREFC Individual and Bulk Template Data Dictionary 02/14/2024 Individual and Bulk templates have the same data points
9. .pdf PRS CREFC Servicer Underwriting Report Job Aid 02/14/2024
PRS Loan Compliance
1. .xls Loan Compliance — Document Naming Conventions 01/31/2022
2. .pdf Float-to-Fixed Loan — Loan Conversion Desk Reference 02/08/2024
3. .pdf Hazard Loss Quick Guide 09/14/2023
4. .pdf PRS Loan Compliance Monitoring & Reporting (Seller/Servicer User Guide) 10/03/2022
5. .pdf Borrower Certification - Completion 09/14/2023 Submit when all property repairs have been completed.
6. .pdf Borrower Certification - Completion of Restoration 09/14/2023
7. .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.
8. .pdf Loan Compliance Desk Reference 02/14/2024
PRS Reserve Reporting
1. .pdf Reserve Reporting: Seller/Servicer User Guide 04/30/2015
Servicer Special Request Forms
1. .pdf CSO Certification (MHC Tenant Protections) 04/14/2022
2. .doc Assignment of Management Agreement — New Property Manager 03/15/2022
3. .doc COVID-19 DSR Release Request Form 06/04/2021
4. .zip Kensington Cap Escrow Adjustment Request
5. .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.
6. .pdf CSO Certification (Freddie Mac-Owned Loan)
7. .pdf CSO Certification (Securitized Loan)
8. .zip Easement Request
9. .zip General Servicing Request
10. .pdf Property Management Change Certification
11. .zip Property Management Change Request
12. .zip Property Partial Release Request
13. .zip Release/Extension of Monetary Collateral Request
14. .zip Repair/Rehab Agreement Extension/Modification Request
15. .zip Transfer of Ownership/Assumption Request
16. .pdf Uniform Supplemental Financing Checklist
17. .pdf Counterparty Approval Request
18. .xls Servicer's Proforma
19. .pdf CSO Certification (Rent Restrictions) 04/06/2023

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Search for Career Opportunities

Asset Management

Applications

CRT

Consent Request Tracker

DMS

Document Management System

ICT

Insurance Compliance Tool

PRS

Property Reporting System

AllRegs^®

Seller/Servicer Guide

Resources

Quick Find

Connect with Us

Optigo Academy

myOptigo®

Multifamily Maturity Risk

2024 Multifamily Outlook

Credit Building

Increasing Opportunities for Borrowers and Lenders

Supporting Renters at Walden Lake

Highlighting our Impact on Equitable Housing

The State of Rental Housing with Whitney Airgood- Obrycki

2024 Multifamily Outlook

LIBOR - SOFR Transition

Making of the Deal

All Stars

Highlighting our Impact on Equitable Housing

Here, passion meets purpose. Talent meets opportunity. Ambition meets success.

Search for Career Opportunities

Asset Management

Applications

CRT

Consent Request Tracker

DMS

Document Management System

ICT

Insurance Compliance Tool

PRS

Property Reporting System

AllRegs®

Seller/Servicer Guide

Resources

Quick Find

Connect with Us

myOptigo^®

AllRegs^®