Applications
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Origination and Underwriting System
Document Management System
Insurance Compliance Tool
Seller/Servicer Guide
Resources
- Archived
- .pdfOrigination Allowance - SBL 4/2/2016
- .pdfMarket Tiers and Credit Aligment Webinar - SBL 8/14/2015
- .pdfOffering Update 7/7/15 - SBL 7/7/2015
- .docLetter of Credit - SBL 6/3/2015
- .pdfOffering Update 4/30/2015 - SBL 4/30/2015
- .pdfOffering Update 2/19/2015 - SBL 2/19/2015
- Checklists
- .pdfConventional Underwriting Checklist 2/28/2018
- .xlsUnderwriting Checklist - SBL 2/28/2018
- .xlsConventional and TAH Cash Underwriting Checklist 12/11/2017
- .pdfBond Credit Enhancement Mortgage - Full Underwriting Checklist - TAH 10/12/2017
- .pdfBond Credit Enhancement Mortgage Forward Commitment - Conversion Underwriting Checklist - TAH 10/12/2017
- .pdfBond Credit Enhancement Mortgage Forward Commitment - Underwriting Checklist - TAH 10/12/2017
- .pdfCash Mortgage Forward Commitment - Full Underwriting Checklist - TAH 10/12/2017
- .pdfTAH Cash Mortgage Forward Commitment - Conversion Underwriting Checklist 10/12/2017
- .xlsScattered Site Requirements - SBL 3/20/2017
- .pdf501(c)(3) Compliance Checklist Mortgage Purchase Eligibility - TAH 11/15/2016
- .pdfSeniors Housing Liability Assessment Checklist (Guide Exhibit 15) 2/27/2015
- .pdfTAH Prescreen Package Checklist 9/18/2014
- .pdf501(c)(3) Due Diligence Checklist - TAH 2/17/2012
- Contacts
- .pdfFreddie Mac SBL Regional Map 3/18/2018
- .pdfSBL Inspection Contacts 3/12/2018
- .pdfProduction Contact List - SBL 10/5/2017
- .pdfUnderwriting Contact List - SBL 10/5/2017
- .pdfSingle Counsel Contact List - SBL 1/23/2017
- Document Management System (DMS)
- .pdfDMS FAQs 3/28/2018
- .xlsDMS Master Document List Mapping 5/9/2017
- .pdfDMS Bulk Upload Generating Coversheets 8/5/2016
- .xlsDMS Seller/Servicers Counterparties Master Document List Mapping 3/22/2016
- .pdfDMS Login Instructions 8/5/2014
- .pdfDMS Document Type Retirement List 6/12/2014
- .htmDMS Training Webinar 3/5/2014
- .pdfDMS Using the Batch Upload Feature 5/7/2013
- .xlsDMS Consolidated Underwriting Checklist Mapping 2/16/2012
- .pdfDMS User Manual 11/1/2011
- Guide Forms
- .htmForm 16M: Multifamily Annual Certification Report
- .htmForm 17M: Multifamily Annual Certification Report – Structured Transaction & Tax-Exempt Bond Seller/Servicers
- .pdfForm 71A: Appraisal Report Residential Income Property 4/4/2017
- .pdfForm 104: Loan and Real Estate Owned (REO) Expenses and Income 5/17/2017
- .pdfForm 483M: Wire Transfer Authorization 5/17/2017
- .pdfForm 921: Letter of Credit – SBL Certification 5/17/2017
- .pdfForm 981M: Transfer of Servicing Agreement 5/17/2017
- .pdfForm 987M: Wire Transfer Authorization – Cash Warehouse Delivery 5/17/2017
- .pdfForm 988M: Multifamily Certificate of Authorized Representative 5/17/2017
- .pdfForm 989M: Multifamily Certificate of Corporate Secretary 5/17/2017
- .pdfForm 990M: Certificate of Limited Liability Company Secretary/Authorized Representative 5/17/2017
- .pdfForm 996M: Warehouse Lender Release of Security Interest 5/17/2017
- .xlsForm 1056: Reserves Held in Custodial Accounts 11/14/2014
- .pdfForm 1057A: Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 5/17/2017
- .pdfForm 1057: Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 5/17/2017
- .pdfForm 1058: Letter Agreement for Servicer's Reserve Custodial Account 5/17/2017
- .pdfForm 1059: Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 5/17/2017
- .pdfForm 1060: Letter Agreement for Reserve Custodial Account 5/17/2017
- .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
- .pdfForm 1101: Legal Referral Form 5/17/2017
- .zipForm 1102: Seismic Risk Assessment Summary 3/17/2017
- .zipForm 1103: Environmental Site Assessment 12/16/2017
- .zipForm 1104: SBL Physical Risk Report 2/28/2018
- .zipForm 1105: Property Condition Assessment 12/16/2016
- .zipForm 1106: Green Report 2/28/2018
- .pdfForm 1107M: Multifamily Seller/Servicer Change Notification 5/17/2017
- .zipForm 1108: Physical Risk Report 2/28/2018
- .htmForm 1110M: Multifamily Annual Certification Report – Servicer Only
- .pdfForm 1115: Borrower and Borrower Principal Certificate 10/17/2017
- .pdfForm 1115SBL: SBL-Borrower and Borrower Principal Certificate 10/17/2017
- .xlsForm 1116: Real Estate Schedule 2/28/2018
- .xlsForm 1120: Student Housing Questionnaire 9/15/2017
- .pdfForm 1125: Borrower Application for Partial Release or Easement 5/17/2017
- .pdfForm 1126: Acknowledgement of Property Improvement Alterations 5/17/2017
- .htmForm 1133: Seller/Servicer Certification of Insurance Coverage
- .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 Request/Deactivation Form 5/17/2017
- .pdfForm 1148: System User Verification and Certification 5/17/2017
- .pdfForm 1149: System Administrator Verification and Certification 5/17/2017
- .pdfForm 1150: Wire Transfer Authorization – Non-Warehoused Mortgage 5/17/2017
- .htmForm 16M: Multifamily Annual Certification Report
- Insurance
- .pdfInsurance Compliance Tool (ICT) January 2014 Enhancement Training 1/30/2014
- .pdfInsurance Compliance Tool (ICT) 1.1 Enhancement Training 7/19/2013
- .pdfInsurance Self-Study Workbook 7/1/2011
- .pdfInsurance Compliance Tool (ICT) January 2014 Enhancement Training 1/30/2014
- Loan, Locks & Products
- .pdfMod Rehab vs Value-Add Chart 4/17/2017
- .pdfModerate Rehab Best Practices: Appraisals 2/16/2017
- .pdfModerate Rehab Best Practices: Property Condition Due Diligence 2/16/2017
- .pdfModerate Rehab Best Practices: Seller Sizing and Submission 2/16/2017
- .pdfModerate Rehab Best Practices: Servicing, Renovation Monitoring and Draws 2/16/2017
- .pdfOrigination Guidelines for TAH 9/1/2016
- .pdfLock Options Comparison Chart 7/1/2016
- .pdfInterest Rate Cap Options for Floating-Rate Cash Loans 2/19/2016
- .pdfSupplemental Loans: Top 10 Tips 2/9/2016
- .pdfIndex Lock Overview 6/15/2015
- .pdfDefeasance: An Attractive Alternative to Yield Maintenance 5/20/2015
- .pdfIndex Lock Frequently Asked Questions 2/15/2015
- .pdfBorrower Structure: Legal Entity Requirements 7/24/2014
- .pdfComparison of Fixed-Rate Note (Defeasance) to Floating-Rate Note 5/8/2014
- .pdfComparing our Securitization and Portfolio Executions - TAH 3/19/2014
- .pdfLoan Agreement - Benefits for Borrowers - At-A-Glance 5/31/2013
- .pdfLoan Agreement - Naming a Designated Entity for Transfers - An Overview 5/14/2012
- Narrative
- .docMortgage Transaction Narrative Analysis - Best Practices 4/16/2018
- .docSeniors Housing Narrative for Quote 1/30/2015
- .docMortgage Transaction Narrative Analysis - Best Practices 4/16/2018
- OUS
- .htmLST Tips for Successful Uploads 7/28/2017
- .htmLST Upload Instructions 7/28/2017
- .htmLST Validation Errors and Remedies 7/28/2017
- Pricing
- .xlsPricing Calculator - SBL 4/17/2018
- .pdfPricing Grid - SBL 4/17/2018
- .pdfGrid Explanation - SBL 8/30/2017
- .pdfB Piece Investor Bond Pricing - SBL 8/7/2017
- .pdfEnhanced Loan Processing - SBL 8/7/2017
- .pdfOrigination Fees/Premium Buy-ups & Interest Rate Holds, Floats and Locks - SBL 8/7/2017
- References & Tools
- .pdfLoans Above $6mm - at or Below $7.5mm in SBL 4/13/2018
- .xlsMarket Tiering for SBL 4/9/2018
- .pdfApproved State and Local Tax Abatement Programs 4/2/2018
- .pdfPortfolio Flyer - SBL 3/27/2018
- .pdfStudent Housing Value Add Presentation 3/14/2018
- .pdfEconomic Underwritten Vacancy Guidance in Identified Submarkets - SBL 3/9/2018
- .pdfFRED Talking Points 2/27/2018
- .pdfMultifamily Market Ratings for Markets Predicted to Perform Significantly Below Average 12/18/2017
- .docPortfolio Form - SBL 11/10/2017
- .xlsPortfolio Rollup Template - SBL 11/10/2017
- .pdfSBL Acquisition Underwriting 10/27/2017
- .pdfSBL - Property Inspection Changes 9/7/2017
- .pdfExtended Delivery Path - SBL 8/7/2017
- .pdfBuilding Code Violations Guidance - SBL 7/14/2017
- .docPublic Record Search Policy Job Aid - SBL 6/30/2017
- .htmPublic Record Search Policy Tutorial - SBL 6/30/2017
- .pdfBest Practices - SBL 5/18/2017
- .pdfExceptions & Credit Risks - SBL 5/9/2017
- .pdfDetermining a PGA Using the New USGS Tool 5/2/2017
- .docRegulatory Agreement Questionnaire - SBL 4/7/2017
- .xlsIncome and Expense Comparables - SBL 3/8/2017
- .pdfProduct Update - SBL 3/2/2017
- .pdfCredit Limit Adjustment - SBL 2/6/2017
- .pdf2017 Customer Update - SBL 1/19/2017
- .pdfLending Exclusions Summary (2017) - SBL 1/17/2017
- .xlsProperty Inspection and Lease Audit - SBL 5/19/2016
- .pdfAsset Summary Report Sample - SBL 4/22/2016
- .pdfElevated Seismic Hazard Region Map 12/16/2015
- .xlsTenant Improvements/Leasing Commissions (TI/LC) Calculator - SBL 11/30/2015
- .xlsCommercial Lease Analysis and Estoppel - SBL 9/25/2015
- .pdfQualifications of Seniors Housing Liability Assessment Professional 8/18/2015
- .pdfProviding a Better Loan Assumption Process for Borrowers 4/30/2015
- .pdfRecommended Loan Assumption Provisions for the Purchase and Sale Contract 4/30/2015
- .htmPipeline Manager - SBL 1/27/2015
- .pdfPipeline Manager User Guide - SBL 1/27/2015
- .xlsProperty Inspection and Lease Audit 11/19/2014
- .xlsProperty Inspection and Lease Audit - MHC 11/19/2014
- .pdfRestricted Vendor List 11/12/2014
- .pdfUnderstanding Tax Abatements 7/1/2014
- .pdfMoisture Management Plan Handbook 2/20/2012
- Requests & Approvals
- .docException Request Form - SBL 5/26/2017
- .pdfCounterparty Approval Request 11/15/2016
- .pdfGeographical Waiver Request 11/15/2016
- .pdfCertification Regarding Payment of Fees and Expenses of Freddie Mac's Outside Legal Counsel - TAH 11/15/2016
- .pdfException Request - TAH 11/15/2016
- .pdfLIHTC Syndicator Approval Request 11/15/2016
- .xlsBond Credit Enhancement Mortgage Transaction Parties and Details - TAH 9/18/2014
- .docPrescreen Executive Summary -TAH 7/15/2014
- .xlsRequest for Initial Bond Quote - TAH 5/22/2014
- .xlsForward Commitment Quarterly Report - TAH 5/7/2014
- .xlsRequest for Initial Cash Quote - TAH 4/16/2014
- .pdfConstruction Monitoring - TAH 5/21/2013
- .pdfPrior Approval: Criteria for Monitoring Construction of Forward Commitments - TAH 10/1/2009
- SBL Weekly
- .pdfWeekly Update 7/14/2017 - SBL 7/14/2017
- .pdfWeekly Update 7/7/2017 - SBL 7/7/2017
- .pdfWeekly Update 6/23/2017 - SBL 6/23/2017
- .pdfWeekly Update 6/16/2017 - SBL 6/16/2017
- .pdfWeekly Update 6/9/2017 - SBL 6/9/2017
- .pdfWeekly Update 5/19/2017 - SBL 5/19/2017
- .pdfWeekly Updates 5/15/2017 - SBL 5/15/2017
- .pdfWeekly Update 4/28/2017 - SBL 4/28/2017
- .pdfWeekly Update 4/21/2017 - SBL 4/21/2017
- .pdfWeekly Update 4/14/2017 - SBL 4/14/2017
- .pdfWeekly Updates 4/7/2017 - SBL 4/7/2017
- Third Party Reporting
- .xlsEquivalent Experience and Expertise Certificate 3/2/2018
- .zipReport Review Aid for Environmental Reports 4/1/2016
- .zipReport Review Aid for Property Condition Reports 4/1/2016
- .pdfProperty Condition and Environmental Reports Best Practices 3/31/2016
- .pdfRevised Seller/Servicer Guide Chapter 12 - Multifamily Appraisals Training 6/26/2014
- .pdfReal Estate Appraisals Best Practices 2/16/2012
- .xlsEquivalent Experience and Expertise Certificate 3/2/2018
- Workshops
- .pdf9% LIHTC Financing - TAH Workshop 6/13/2017
- .pdfBridge to Resyndication - TAH Workshop 6/13/2017
- .pdfCash Executions for Preservation Loans - TAH Workshop 6/13/2017
- .pdfGreen Advantage - TAH Workshop 6/13/2017
- .pdfPortfolio Pricing and Capital Markets - TAH Workshop 6/13/2017
- .pdfPreservation Rehab TEL - TAH Workshop 6/13/2017
- .pdfSection 8 Housing - TAH Workshop 6/13/2017
- .pdfSPE Equity Requirements - TAH Workshop 6/13/2017
- .pdfTax-Exempt Loans (TEL) Including Flex TEL - TAH Workshop 6/13/2017
- .pdfUnderwriting to a 1.20x DCR - TAH Workshop 6/13/2017
- .pdfUnfunded Forwards and Conversions - TAH Workshop 6/13/2017
- .pdfDeal Submission Essentials Workshop - Conv Workshop 5/2/2017
- .pdfGreen Advantage - Conv Workshop 5/2/2017
- .pdfLoan Submission Essentials - Conv Workshop 5/2/2017
- .pdfModerate Rehab vs. Value-Add - Conv Workshop 5/2/2017
- .pdfPresent and Future - Seniors Workshop
- .pdfProduct Updates for Seniors Housing - Seniors Workshop
- .pdfSmarter, Faster Submissions for Quotes and Commitments - Seniors Workshop
- .pdfSpeed to Execution: Managing Your Seniors Housing Deals - Seniors Workshop
- .pdfWorkshop Appendices - Seniors Workshop