Originate & Underwrite

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Origination and Underwriting System

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Seller/Servicer Guide

Resources

Archived
1. .pdfOrigination Allowance - SBL 4/2/2016
2. .pdfMarket Tiers and Credit Aligment Webinar - SBL 8/14/2015
3. .pdfOffering Update 7/7/15 - SBL 7/7/2015
4. .docLetter of Credit - SBL 6/3/2015
5. .pdfOffering Update 4/30/2015 - SBL 4/30/2015
6. .pdfOffering Update 2/19/2015 - SBL 2/19/2015
Checklists
1. .xlsSBL � Underwriting Checklist 9/28/2018
2. .pdfTAH - Bond Credit Enhancement Mortgage - Full Underwriting Checklist 9/28/2018
3. .pdfTAH - Bond Credit Enhancement Mortgage Forward Commitment - Conversion Underwriting Checklist 9/28/2018
4. .pdfTAH - Bond Credit Enhancement Mortgage Forward Commitment - Underwriting Checklist 9/28/2018
5. .pdfTAH - Cash Mortgage Forward Commitment - Conversion Underwriting Checklist 9/28/2018
6. .pdfTAH - Cash Mortgage Forward Commitment - Full Underwriting Checklist 9/28/2018
7. .pdf501(c)(3) Compliance Checklist Mortgage Purchase Eligibility - TAH 11/15/2016
8. .pdfSeniors Housing Liability Assessment Checklist (Guide Exhibit 15) 2/27/2015
9. .pdfTAH Prescreen Package Checklist 9/18/2014
10. .pdf501(c)(3) Due Diligence Checklist - TAH 2/17/2012
Contacts
1. .pdfSingle Counsel Contact List - SBL 3/22/2019
2. .pdfSBL Inspection Contacts 2/8/2019
3. .pdfProduction Contact List - SBL 1/15/2019
4. .pdfUnderwriting Contact List - SBL 9/20/2018
5. .pdfFreddie Mac SBL Regional Map 3/18/2018
Document Management System (DMS)
1. .pdfDMS FAQs 3/28/2018
2. .xlsDMS Master Document List Mapping 5/9/2017
3. .pdfDMS Bulk Upload Generating Coversheets 8/5/2016
4. .xlsDMS Seller/Servicers Counterparties Master Document List Mapping 3/22/2016
5. .pdfDMS Login Instructions 8/5/2014
6. .pdfDMS Document Type Retirement List 6/12/2014
7. .htmDMS Training Webinar 3/5/2014
8. .pdfDMS Using the Batch Upload Feature 5/7/2013
9. .xlsDMS Consolidated Underwriting Checklist Mapping 2/16/2012
10. .pdfDMS User Manual 11/1/2011
Numbered Guide Forms
1. .htmForm 16M: Multifamily Annual Certification Report
2. .htmForm 17M: Multifamily Annual Certification Report – Structured Transaction & Tax-Exempt Bond Seller/Servicers
3. .pdfForm 71A: Appraisal Report Residential Income Property 4/4/2017
4. .pdfForm 104: Loan and Real Estate Owned (REO) Expenses and Income 5/17/2017
5. .pdfForm 483M: Wire Transfer Authorization 5/17/2017
6. .pdfForm 921: Letter of Credit – SBL Certification 5/17/2017
7. .pdfForm 981M: Transfer of Servicing Agreement 5/17/2017
8. .pdfForm 987M: Wire Transfer Authorization – Cash Warehouse Delivery 5/17/2017
9. .pdfForm 988M: Multifamily Certificate of Authorized Representative 5/17/2017
10. .pdfForm 989M: Multifamily Certificate of Corporate Secretary 5/17/2017
11. .pdfForm 990M: Certificate of Limited Liability Company Secretary/Authorized Representative 5/17/2017
12. .pdfForm 996M: Warehouse Lender Release of Security Interest 5/17/2017
13. .xlsForm 1056: Reserves Held in Custodial Accounts 11/14/2014
14. .pdfForm 1057A: Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 5/17/2017
15. .pdfForm 1057: Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 5/17/2017
16. .pdfForm 1058: Letter Agreement for Servicer's Reserve Custodial Account 5/17/2017
17. .pdfForm 1059: Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 5/17/2017
18. .pdfForm 1060: Letter Agreement for Reserve Custodial Account 5/17/2017
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 3/17/2017
26. .zipForm 1103: Environmental Site Assessment 12/16/2017
27. .zipForm 1104: SBL Physical Risk Report 6/29/2018
28. .zipForm 1105: Property Condition Assessment 2/28/2019
29. .zipForm 1106: Green Report 5/23/2018
30. .pdfForm 1107M: Multifamily Seller/Servicer Change Notification 12/14/2018
31. .zipForm 1108: Physical Risk Report 5/11/2018
32. .htmForm 1110M: Multifamily Annual Certification Report – Servicer Only
33. .pdfForm 1114: Certification - Organizational Chart 9/28/2018
34. .pdfForm 1115: Borrower and Borrower Principal Certificate 9/28/2018
35. .pdfForm 1115SBL: SBL-Borrower and Borrower Principal Certificate 9/28/2018
36. .xlsForm 1116: Real Estate Schedule 2/28/2018
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
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 4/27/2018
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 2/28/2019
Insurance
1. .pdfInsurance Compliance Tool (ICT) January 2014 Enhancement Training 1/30/2014
2. .pdfInsurance Compliance Tool (ICT) 1.1 Enhancement Training 7/19/2013
3. .pdfInsurance Self-Study Workbook 7/1/2011
Loan, Locks & Products
1. .pdfModerate Rehab Best Practices: Appraisals 3/13/2019
2. .pdfModerate Rehab Best Practices: Conversion 3/13/2019
3. .pdfModerate Rehab Best Practices: Property Condition Due Diligence 3/13/2019
4. .pdfModerate Rehab Best Practices: Seller Sizing and Submission 3/13/2019
5. .pdfModerate Rehab Best Practices: Servicing, Renovation Monitoring and Draws 3/13/2019
6. .pdfMod Rehab vs Value-Add Chart 4/17/2017
7. .pdfOrigination Guidelines for TAH 9/1/2016
8. .pdfLock Options Comparison Chart 7/1/2016
9. .pdfInterest Rate Cap Options for Floating-Rate Cash Loans 2/19/2016
10. .pdfSupplemental Loans: Top 10 Tips 2/9/2016
11. .pdfIndex Lock Overview 6/15/2015
12. .pdfDefeasance: An Attractive Alternative to Yield Maintenance 5/20/2015
13. .pdfIndex Lock Frequently Asked Questions 2/15/2015
14. .pdfBorrower Structure: Legal Entity Requirements 7/24/2014
15. .pdfComparison of Fixed-Rate Note (Defeasance) to Floating-Rate Note 5/8/2014
16. .pdfComparing our Securitization and Portfolio Executions - TAH 3/19/2014
17. .pdfLoan Agreement - Benefits for Borrowers - At-A-Glance 5/31/2013
Narrative
1. .docMortgage Transaction Narrative Analysis - Best Practices 2/25/2019
2. .xlsNarrative Template – Conventional Loans 12/31/2018
3. .docSeniors Housing Narrative for Quote 1/30/2015
OUS
1. .pdfSBL Commitment Summary 2/22/2019
2. .htmLST Tips for Successful Uploads 7/28/2017
3. .htmLST Upload Instructions 7/28/2017
4. .htmLST Validation Errors and Remedies 7/28/2017
Pricing
1. .pdfPricing Grid - SBL 4/8/2019
2. .pdfGrid Explanation - SBL 9/7/2018
3. .pdfEnhanced Loan Processing - SBL 8/7/2017
4. .pdfOrigination Fees/Premium Buy-ups & Interest Rate Holds, Floats and Locks - SBL 8/7/2017
References & Tools
1. .docGuide Ammendment 3-29-19 3/29/2019
2. .pdfApproved State and Local Tax Abatement Programs 3/18/2019
3. .pdfExceptions & Credit Risks - SBL 3/14/2019
4. .pdfLinked Buildings Illustration (Phase 1) 3/1/2019
5. .xlsMezzanine Loan DCR Calculation Tool 2/19/2019
6. .docFull Package Submission Template 2/8/2019
7. .xlsSBL - Seller Fee Certification 2/8/2019
8. .xlsIncome and Expense Comparables - SBL (Excel 2013 and earlier) 2/1/2019
9. .xlsIncome and Expense Comparables - SBL (Excel 2016) 2/1/2019
10. .xlsMezzanine - PARC Compliance Tracker 12/18/2018
11. .htmOrganizational Chart and Form 1114 Tutorial 12/4/2018
12. .pdfTenant In Common Borrowers - Minimum Requirements SBL 10/25/2018
13. .xlsMezzanine Eligibility Data: 2018 AMI Rents by Counties 10/16/2018
14. .zipWeb Based Negative News Search Tool 10/3/2018
15. .pdfMezzanine Loan Conventional Webinar Deck 10/1/2018
16. .pdfMezzanine Loan TAH Webinar Deck 10/1/2018
17. .htmKnow Your Customer Webinar - Accompanying Audio 9/28/2018
18. .pdfKnow Your Customer Webinar Deck 9/28/2018
19. .htmOrganizational Chart - Interactive Guidance 9/17/2018
20. .pdfHurricane Guidance 9/12/2018
21. .xlsInvestment Brief 9/6/2018
22. .pdfEconomic Underwritten Vacancy Guidance in Identified Submarkets - SBL 8/14/2018
23. .pdfSBL OnSite Inspection Application Job Aid 8/8/2018
24. .pdfMultifamily Market Ratings for Markets Predicted to Perform Significantly Below Average 7/25/2018
25. .xlsProperty Inspection and Lease Audit 6/29/2018
26. .xlsProperty Inspection and Lease Audit - MHC 6/29/2018
27. .pdfServicing Fee Changes 5/30/2018
28. .xlsLease Audit 5/4/2018
29. .pdfSBL Litigation Analysis Guidance 5/4/2018
30. .pdfLoans Above $6mm - at or Below $7.5mm in SBL 4/13/2018
31. .xlsMarket Tiering for SBL 4/9/2018
32. .pdfPortfolio Flyer - SBL 3/27/2018
33. .pdfStudent Housing Value Add Presentation 3/14/2018
34. .pdfFRED Talking Points 2/27/2018
35. .docPortfolio Form - SBL 11/10/2017
36. .xlsPortfolio Rollup Template - SBL 11/10/2017
37. .pdfSBL Acquisition Underwriting 10/27/2017
38. .pdfSBL - Property Inspection Changes 9/7/2017
39. .pdfExtended Delivery Path - SBL 8/7/2017
40. .pdfBuilding Code Violations Guidance - SBL 7/14/2017
41. .docPublic Record Search Policy Job Aid - SBL 6/30/2017
42. .htmPublic Record Search Policy Tutorial - SBL 6/30/2017
43. .pdfBest Practices - SBL 5/18/2017
44. .pdfDetermining a PGA Using the New USGS Tool 5/2/2017
45. .docRegulatory Agreement Questionnaire - SBL 4/7/2017
46. .pdfProduct Update - SBL 3/2/2017
47. .pdfCredit Limit Adjustment - SBL 2/6/2017
48. .pdf2017 Customer Update - SBL 1/19/2017
49. .pdfLending Exclusions Summary (2017) - SBL 1/17/2017
50. .xlsProperty Inspection and Lease Audit - SBL 5/19/2016
51. .pdfAsset Summary Report Sample - SBL 4/22/2016
52. .pdfElevated Seismic Hazard Region Map 12/16/2015
53. .xlsTenant Improvements/Leasing Commissions (TI/LC) Calculator - SBL 11/30/2015
54. .xlsCommercial Lease Analysis and Estoppel - SBL 9/25/2015
55. .pdfQualifications of Seniors Housing Liability Assessment Professional 8/18/2015
56. .pdfProviding a Better Loan Assumption Process for Borrowers 4/30/2015
57. .pdfRecommended Loan Assumption Provisions for the Purchase and Sale Contract 4/30/2015
58. .htmPipeline Manager - SBL 1/27/2015
59. .pdfPipeline Manager User Guide - SBL 1/27/2015
60. .pdfRestricted Vendor List 11/12/2014
61. .pdfUnderstanding Tax Abatements 7/1/2014
62. .pdfMoisture Management Plan Handbook 2/20/2012
Requests & Approvals
1. .xlsInteractive Conventional and TAH Cash Underwriting Checklist 9/28/2018
2. .pdfSection 1.1 Conventional Checklist 9/28/2018
3. .xlsRequest for Initial Mezzanine Loan Quote - TAH 8/7/2018
4. .pdfException Form Directions 6/12/2018
5. .docSBL � Exception Request Form 6/12/2018
6. .pdfCounterparty Approval Request 11/15/2016
7. .pdfGeographical Waiver Request 11/15/2016
8. .pdfCertification Regarding Payment of Fees and Expenses of Freddie Mac's Outside Legal Counsel - TAH 11/15/2016
9. .pdfException Request - TAH 11/15/2016
10. .pdfLIHTC Syndicator Approval Request 11/15/2016
11. .xlsBond Credit Enhancement Mortgage Transaction Parties and Details - TAH 9/18/2014
12. .docPrescreen Executive Summary -TAH 7/15/2014
13. .xlsRequest for Initial Bond Quote - TAH 5/22/2014
14. .xlsForward Commitment Quarterly Report - TAH 5/7/2014
15. .xlsRequest for Initial Cash Quote - TAH 4/16/2014
16. .pdfConstruction Monitoring - TAH 5/21/2013
17. .pdfPrior Approval: Criteria for Monitoring Construction of Forward Commitments - TAH 10/1/2009
SBL Weekly
1. .pdf2018/01/05 SBL Update
2. .pdf2018/01/19 SBL Update
3. .pdf2018/02/09 SBL Update
4. .pdf2018/02/16 SBL Update
5. .pdf2018/03/02 SBL Update
6. .pdf2018/03/09 SBL Update
7. .pdf2018/03/16 SBL Update
8. .pdf2018/04/27 SBL Update
9. .pdf2018/05/04 SBL Update
10. .pdf2018/05/11 SBL Update
11. .pdf2018/05/25 SBL Update
12. .pdf2018/06/01 SBL Update
13. .pdf2018/06/08 SBL Update
14. .pdf2018/06/22 SBL Update
15. .pdf2018/06/29 SBL Update
16. .pdf2018/07/20 SBL Update
17. .pdf2018/08/03 SBL Update
18. .pdf2018/08/17 SBL Update
19. .pdf2018/08/24 SBL Update
20. .pdf2018/08/31 SBL Update
21. .pdf2018/09/07 SBL Update
22. .pdf2018/09/12 SBL Update
23. .pdf2018/09/21 SBL Update
24. .pdf2018/10/12 SBL Update
25. .pdf2018/10/19 SBL Update
26. .pdf2018/10/25 SBL Update
27. .pdf2018/11/02 SBL Update
28. .pdf2018/11/09 SBL Update
29. .pdf2018/11/16 SBL Update
30. .pdf2018/12/07 SBL Update
31. .pdf2018/12/14 SBL Update
32. .pdf2018/12/21 SBL Update
33. .pdf2019/01/04 SBL Update
34. .pdf2019/01/11 SBL Update
35. .pdf2019/01/18 SBL Update
36. .pdf2019/02/01 SBL Update
37. .pdf2019/02/08 SBL Update
38. .pdf2019/02/15 SBL Update
39. .pdf2019/02/22 SBL Update
40. .pdf2019/03/01 SBL Update
41. .pdf2019/03/08 SBL Update
42. .pdf2019/03/15 SBL Update
Third Party Reporting
1. .xlsEquivalent Experience and Expertise Certificate 3/2/2018
2. .zipReport Review Aid for Environmental Reports 4/1/2016
3. .zipReport Review Aid for Property Condition Reports 4/1/2016
4. .pdfProperty Condition and Environmental Reports Best Practices 3/31/2016
5. .pdfReal Estate Appraisals Best Practices 2/16/2012
Workshops
1. .pdfSeniors Housing - Smarter and Faster Quoting and Closing 7/17/2018
2. .pdfSeniors Housing - Staying Ahead in Seniors Housing 7/17/2018
3. .pdfTAH Workshop - Best Practices 6/8/2018
4. .pdfTAH Workshop - Credit Policy Updates 6/8/2018
5. .pdfTAH Workshop - Dual Underwriting 6/8/2018
6. .pdfTAH Workshop - Forwards and Conversions 6/8/2018
7. .pdfTAH Workshop - Innovation Context and Duty to Serve 6/8/2018
8. .pdfTAH Workshop - Non-LIHTC Forwards 6/8/2018
9. .pdfTAH Workshop - Preservation Rehabilitation 6/8/2018
10. .pdfTAH Workshop - TAH Express 6/8/2018
11. .pdfTAH Workshop - You Ask and We Answer 6/8/2018
12. .pdfAnalyst Academy - Green Advantage and Student Housing 6/5/2018
13. .pdfAnalyst Academy - Lease-Up 6/5/2018
14. .pdfAnalyst Academy - Life Cycle of a Loan 6/5/2018
15. .pdfAnalyst Academy - Loan Submission Template (LST) 6/5/2018
16. .pdfAnalyst Academy - Moderate Rehab 6/5/2018
17. .pdfAnalyst Academy - Narratives 6/5/2018
18. .pdfAnalyst Academy - Programmatic Updates 6/5/2018
19. .pdfAnalyst Academy - Supplemental Loans 6/5/2018
20. .pdfAnalyst Academy - The Regional Overview 6/5/2018
21. .pdfAnalyst Academy - Value-Add 6/5/2018

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