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Originate & Underwrite Resources

CME

Resource NameLast Modified
CME Comparison of Fixed Rate Note 2/15/2012
CME Fixed & Adjustable Rate Note Comparison 2/15/2012
CME Legal Documents Summary 2/15/2012
CME and Retained Portfolio Legal Document Comparison 2/15/2012
CME and Retained Portfolio Seniors Housing Mortgage Comparison 2/15/2012
Defeasance - An Attractive Alternative to Yield Maintenance 5/7/2013
Sources of Loan Agreement Provisions Overview6/3/2011

Document Management System

Resource NameLast Modified
DMS - Getting Started At-A-Glance7/17/2012
DMS - Managing Your Access At-A-Glance5/8/2012
DMS - Using the Batch Upload Feature 5/7/2013
DMS Consolidated Underwriting Checklist Mapping 2/16/2012
DMS Master Document Listing Mapping 5/2/2013
DMS Seller/Servicers Counterparties Master Document List Mapping 2/16/2012
DMS Training Webinar 6/6/2010
DMS User Manual 11/1/2011

Loan Submission Templates (LSTs)

Resource NameLast Modified
Loan Submission Templates (LSTs) and Job Aids3/15/2013

Third Party Reporting

Resource NameLast Modified
Certificate of Equivalent Experience and Expertise 4/1/2013
Environmental Reports Review Aid 3/15/2013
Property Condition Reports Review Aid 3/15/2013
Property Condition and Environmental Reports Best Practices 2/16/2012
Real Estate Appraisals Best Practices 2/16/2012

Training

Resource NameLast Modified
Customer Package Training (Aug 2012) 2.0 Tutorial: Borrower, Property and Market; Pro Forma, Valuation and Parameters; Challenges to Efficiency8/28/2012
Customer Package Training (July 2011) - Seniors Housing Tutorial8/28/2012
Customer Package Training (July 2011) 1.0 Tutorial8/28/2012
Insurance Compliance Tool (ICT) Tutorial 2/12/2012
Insurance Compliance Tool (ICT) Webinar 2/12/2012
Insurance Self-Study Workbook 7/1/2011
Loan Agreement - Benefits for Borrowers - At-A-Glance5/14/2012
Loan Agreement - Naming a Designated Entity for Transfers - An Overview 5/14/2012
Loan Agreement - Sample Letter of Commitment 5/14/2012
Property Condition Report Repair Categories - Questions and Answers 1/30/2013
Property Repair Seller/Servicer Webinar 1/8/2013
Property Repair Tutorial 12/20/2012
Refinance Test Tutorial 7/13/2011
Revolving Credit Facility Seller/Servicer Tutorial 1/8/2012
Seismic Reports Guide Update Tutorial 4/24/2013
Seismic Reports Guide Update Webinar 4/24/2013
Seller Training (April 2013): Achieving Faster Quotes and Rate-Locks 4/25/2013
Seller Training (April 2013): Selling the Freddie Mac Execution 4/25/2013
Seller Training (April 2013): The Fundamentals of a Good Package 4/25/2013

Underwriting References

Resource NameLast Modified
Breakage Fee Formula and Adjustment Factor Chart 2/9/2012
Exhibit 1 Section 1.1 Conventional Cash Underwriting Checklist 4/30/2013
Freddie Mac Regional Contact List 2/18/2013
Market Ratings Report - Below Average Economic Strength and Resiliency3/18/2013
Moisture Management Plan Handbook 2/20/2012
Mortgage Transaction Narrative Best Practices 7/26/2012
Multifamily Property Inspection and Lease Audit Form2/29/2012
Schedule 1 Breakage Provisions 12/1/2011

Checklist

Resource NameLast Modified
Exhibit 1 Section 1.25 Prescreen Package Checklist 4/30/2013
Exhibit 1 Section 1.26 TAH Cash Underwriting Checklist 4/30/2013
Exhibit 1 Section 1.29 Full Underwriting Prior Approval Bond Checklist 4/30/2013
Exhibit 1 Section 1.30 Cash Mortgage Forward Commitment - Full Underwriting Checklist 4/30/2013
Exhibit 1 Section 1.31 Cash Mortgage Forward Commitment - Conversion Checklist 4/30/2013
Exhibit 1 Section 1.32 Bond Credit Enhancement Forward Commitment - Full Underwriting Checklist 4/30/2013
Exhibit 1 Section 1.33 Bond Credit Enhancement Forward Commitment - Conversion Checklist 4/30/2013

Delegated

Resource NameLast Modified
TAH Delegated Underwriting - 501(c)(3) Due Diligence Checklist 2/17/2012
TAH Delegated Underwriting - Certification Regarding Payment of Fees and Expenses of Freddie Mac's Outside Legal Counsel1/30/2012
TAH Delegated Underwriting - Compliance Checklist Mortgage Purchase Eligibility2/28/2012
TAH Delegated Underwriting - Conflicts Check Form5/24/2001
TAH Delegated Underwriting - Construction Guidelines4/1/2009
TAH Delegated Underwriting - Exception Request Form - Legal Documents2/20/2012
TAH Delegated Underwriting - Exception Request Form - Project2/15/2012
TAH Delegated Underwriting - Finite Bifurcated Tax Abatement Worksheet2/20/2012
TAH Delegated Underwriting - Hard Quote Request Form2/20/2012
TAH Delegated Underwriting - IRP/Cash Flow Sizing Template2/20/2012
TAH Delegated Underwriting - Investment Brief Template2/20/2012
TAH Delegated Underwriting - Soft Quote Request Form2/20/2012
TAH Delegated Underwriting - Syndicator Form9/9/2012
TAH Delegated Underwriting - Tax Abatement Program Checklist, Program-Level Approval2/22/2012

Document Management System

Resource NameLast Modified
DMS Consolidated Underwriting Checklist Mapping 2/16/2012

Loan Submission Templates (LSTs)

Resource NameLast Modified
Loan Submission Templates (LSTs) and Job Aids3/15/2013

Prior Approval

Resource NameLast Modified
CME and Retained Portfolio Target Affordable Housing Comparison2/15/2012
DMS - Using the Batch Upload Feature 5/7/2013
DMS Master Document Listing Mapping 5/2/2013
DMS Training Webinar 2/16/2012
DMS User Manual 11/1/2011
TAH & Bond Option Loan Submission Template 1.3 Tutorial 1/14/2011
TAH Construction Monitoring2/15/2012
TAH Exception Request Form5/1/2010
TAH Initial Quote Form2/20/2012
TAH Origination Guidelines2/15/2012
TAH Prescreen Executive Summary7/1/2010

Third Party Reporting

Resource NameLast Modified
Certificate of Equivalent Experience and Expertise 4/1/2013
Environmental Reports Review Aid 3/15/2013
Property Condition Reports Review Aid 3/15/2013

Training

Resource NameLast Modified
Insurance Compliance Tool (ICT) Tutorial 2/12/2012
Insurance Compliance Tool (ICT) Webinar 2/12/2012
Insurance Self-Study Workbook 7/1/2011
Property Condition Report Repair Categories - Questions and Answers 1/30/2013
Refinance Test Tutorial 7/13/2011

Underwriting Materials

Resource NameLast Modified
Moisture Management Plan Handbook 2/20/2012
TAH Approved State and Local Tax Abatement Programs 2/7/2013
TAH Forward Commitment Quarterly Reporting Format2/15/2012
TAH Watchlist Criteria for Monitoring Construction of Forward Commitments10/1/2009

© 2013 Freddie Mac

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