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Originate & Underwrite Resources

Document Management System

Resource NameLast Modified
DMS - Using the Batch Upload Feature 5/7/2013
DMS Consolidated Underwriting Checklist Mapping 2/16/2012
DMS Master Document List Mapping - March 2014 3/3/2014
DMS Seller/Servicers Counterparties Master Document List Mapping 2/16/2012
DMS Training Webinar 3/5/2014
DMS User Manual 11/1/2011

Insurance

Resource NameLast Modified
Insurance Compliance Tool (ICT) Enhancement Tutorial 1/30/2014
Insurance Compliance Tool (ICT) Tutorial 7/19/2013
Insurance Self-Study Workbook 7/1/2011

Loan Documents

Resource NameLast Modified
Comparison of Fixed & Adjustable Rate Note: Capital Markets Execution 2/15/2012
Comparison of Fixed Rate Note: CME and Retained Portfolio Loans 2/15/2012
Comparison of Other Legal Documents: CME and Retained Portfolio Loans 2/15/2012
Loan Agreement - Benefits for Borrowers - At-A-Glance5/31/2013
Loan Agreement - Naming a Designated Entity for Transfers - An Overview 5/14/2012

Loan Submission Templates (LSTs)

Resource NameLast Modified
Loan Submission Templates (LSTs) and Job Aids1/13/2014

Lock Options

Resource NameLast Modified
Fast Track ERL Term Sheet4/2/2014
Fast Track ERL Borrower Principal Certification10/3/2013
Fast Track ERL Frequently Asked Questions (FAQs)4/2/2014
Fast Track ERL Process Flow Chart10/3/2013
Index Lock Frequently Asked Questions (FAQs)4/2/2014
Index Lock Term Sheet4/2/2014
Lock Options Comparison Chart4/2/2014

Package/Seller 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
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

Products and Options

Resource NameLast Modified
Defeasance: An Attractive Alternative to Yield Maintenance 5/7/2013
Floating-Rate Product Updates 3/3/2014
Interest Rate Cap Options for Floating-Rate Cash Mortgages with a 7-Year Term3/31/2014
Revolving Credit Facility Seller/Servicer Tutorial 1/8/2012

Tax Abatements

Resource NameLast Modified
Approved State and Local Tax Abatement Programs 5/22/2013
Tax Abatement Program Checklist: Program-Level Approval2/22/2012
Understanding Tax Abatements3/18/2014

Third Party Reporting

Resource NameLast Modified
Environmental Reports Review Aid 2/26/2014
Equivalent Experience and Expertise Certificate 1/30/2014
Property Condition & Environmental Report Training 6/13/2013
Property Condition & Environmental Reports Best Practices 2/16/2012
Property Condition Report Repair Categories - Questions and Answers 1/30/2013
Property Condition Reports Review Aid 2/26/2014
Property Repair Tutorial and Webinar 12/20/2012
Real Estate Appraisals Best Practices 2/16/2012
Seismic Reports Guide Update Tutorial and Webinar 4/24/2013

Underwriting References

Resource NameLast Modified
Approved Counterparties List3/3/2014
Entering Supplemental Loans into Refinance Test Tutorial12/2/2013
Exhibit 1 Section 1.1 Conventional Cash Underwriting Checklist 3/3/2014
Market Ratings Report - Below Average Economic Strength and Resiliency10/29/2013
Moisture Management Plan Handbook 2/20/2012
Mortgage Transaction Narrative Best Practices 11/25/2013
Multifamily Property Inspection and Lease Audit Form4/14/2014
Multifamily Refinance Test11/25/2013
Refinance Test Tutorial 7/13/2011

Checklists

Resource NameLast Modified
501(c)(3) Due Diligence Checklist 2/17/2012
Compliance Checklist Mortgage Purchase Eligibility2/28/2012
Exhibit 1 Section 1.25 TAH Prescreen Package Checklist 4/30/2013
Exhibit 1 Section 1.26 TAH Cash Mortgage Standard Delivery Full Underwriting & Early Rate-Lock Checklist3/3/2014
Exhibit 1 Section 1.29 TAH Bond Credit Enhancement Mortgage - Full Underwriting Checklist3/3/2014
Exhibit 1 Section 1.30 TAH Cash Mortgage Forward Commitment - Full Underwriting Checklist3/3/2014
Exhibit 1 Section 1.31 TAH Cash Mortgage Forward Commitment - Conversion Underwriting Checklist3/3/2014
Exhibit 1 Section 1.32 TAH Bond Credit Enhancement Mortgage Forward Commitment - Underwriting Checklist3/3/2014
Exhibit 1 Section 1.33 TAH Bond Credit Enhancement Mortgage Forward Commitment - Conversion Underwriting Checklist3/3/2014

Delegated Underwriting

Resource NameLast Modified
TAH Exception Request Form - Legal Documents2/20/2012
TAH Exception Request Form - Project2/15/2012
TAH Syndicator Form9/9/2012

Document Management System (DMS)

Resource NameLast Modified
DMS - Using the Batch Upload Feature 5/7/2013
DMS Consolidated Underwriting Checklist Mapping 2/16/2012
DMS Master Document List Mapping - March 2014 3/3/2014
DMS Seller/Servicers Counterparties Master Document List Mapping 2/16/2012
DMS Training Webinar 3/5/2014
DMS User Manual 11/1/2011

Insurance

Resource NameLast Modified
Insurance Compliance Tool (ICT) Enhancement Tutorial 1/30/2014
Insurance Compliance Tool (ICT) Tutorial 7/19/2013
Insurance Self-Study Workbook 7/1/2011

Loan Documents

Resource NameLast Modified
Comparison of Fixed & Adjustable Rate Note: Capital Markets Execution 2/15/2012
Comparison of Fixed Rate Note: CME and Retained Portfolio Loans 2/15/2012
Comparison of Other Legal Documents: CME and Retained Portfolio Loans 2/15/2012
Loan Agreement - Benefits for Borrowers - At-A-Glance5/31/2013
Loan Agreement - Naming a Designated Entity for Transfers - An Overview 5/14/2012

Loan Submission Templates (LSTs)

Resource NameLast Modified
Loan Submission Templates (LSTs) and Job Aids1/13/2014

Lock Options

Resource NameLast Modified
Index Lock FAQ9/3/2013
Index Lock Term Sheet11/4/2013

Prior Approval

Resource NameLast Modified
TAH Certification Regarding Payment of Fees and Expenses of Freddie Mac's Outside Legal Counsel5/13/2013
TAH Conflicts Check Form5/24/2001
TAH Construction Monitoring 5/21/2013
TAH Exception Request Form - Legal Documents2/20/2012
TAH Exception Request Form - Project2/15/2012
TAH Forward Commitment Quarterly Reporting Format2/15/2012
TAH Initial Quote Form - Bonds4/17/2014
TAH Initial Quote Form - Cash4/17/2014
TAH Prescreen Executive Summary7/1/2010
TAH Prior Approval: Criteria for Monitoring Construction of Forward Commitments10/1/2009
TAH Syndicator Form9/9/2012

Products and Options

Resource NameLast Modified
Defeasance: An Attractive Alternative to Yield Maintenance 5/7/2013
Floating-Rate Product Updates 3/3/2014
TAH: Comparing our Securitization and Portfolio Executions3/19/2014

Tax Abatements

Resource NameLast Modified
Approved State and Local Tax Abatement Programs 5/22/2013
Tax Abatement Program Checklist: Program-Level Approval2/22/2012
Understanding Tax Abatements3/18/2014

Third Party Reporting

Resource NameLast Modified
Environmental Reports Review Aid 2/26/2014
Equivalent Experience and Expertise Certificate 1/30/2014
Property Condition & Environmental Report Training 6/13/2013
Property Condition & Environmental Reports Best Practices 2/16/2012
Property Condition Report Repair Categories - Questions and Answers 1/30/2013
Property Condition Reports Review Aid 2/26/2014
Property Repair Tutorial and Webinar 12/20/2012
Real Estate Appraisals Best Practices 2/16/2012
Seismic Reports Guide Update Tutorial and Webinar 4/24/2013

Underwriting References

Resource NameLast Modified
Entering Supplemental Loans into Refinance Test Tutorial12/2/2013
Market Ratings Report - Below Average Economic Strength and Resiliency10/29/2013
Moisture Management Plan Handbook 2/20/2012
Mortgage Transaction Narrative Best Practices 11/25/2013
Multifamily Property Inspection and Lease Audit Form4/14/2014
Multifamily Refinance Test11/25/2013
Refinance Test Tutorial 7/13/2011

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