Freddie Mac Manual Underwritingeagleecho

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A high-level overview of Freddie Mac's requirements for reviewing condominium projects and general project eligibility. Construction Conversion and Renovation Mortgages. Information on how to structure the transaction, how to calculate the value ratio's and the requirements involved when delivering the permanent mortgage that replaces. 9.5.3 Fannie Mae/Freddie Mac Form 2055: Exterior-Only Inspection Report. 81 9.5.4 Fannie Mae 1073/Freddie Mac Form 465: Individual Condominium Report81 Sample.

  • Document Management System (DMS)
    1. .xlsDMS Master Document List Mapping 10/8/2020 Use for all Multifamily transactions. Contains DMS cross references for Underwriting, Final Delivery, and Post Closing.
    2. .pdfDMS for Multifamily Loan Servicing Site Tutorial and Webinar 8/25/2014 Explains how to use DMS for Multifamily Loan Servicing to submit servicing reports and retrieve statements and fee notifications.
    3. .pdfDMS Login Instructions 8/5/2014 The DMS authentication page requires a specific login procedure.
    4. .pdfDMS Document Type Retirement List 6/12/2014 Historical documents remain viewable in DMS. Use list to check if a document type has been officially retired.
    5. .pdfDMS - Using the Batch Upload Feature 5/7/2013 Document preparation tips for using the DMS Batch Upload feature.
    6. .pdfDMS User Manual 11/1/2011 Walkthrough of key DMS features and functionalities.
  • Investor Reporting References
    1. .pdfmyOptigo Investor Reporting - Best Practices 1/15/2021
    2. .pdfmyOptigo Investor Reporting - User Guide 11/9/2020
    3. .zipExtension Expense Calculator 9/14/2020
    4. .pdfmyOptigo Reporting Checklists and Reminders 8/28/2020
    5. .pdfCOVID-19 - Forbearance Reporting Guidance 6/2/2020
    6. .pdfCOVID-19 - Forbearance Remitting Example 4/2/2020
    7. .pdfFreddie Mac Loan Accounting — Payoff Contact List 1/12/2018
    8. .pdfSeller/Servicer GPI Web Access Guide 3/14/2016
    9. .pdfReserve Reporting: Seller/Servicer User Guide 4/30/2015
    10. .xlsLoan Payoff Notice 3/24/2015
    11. .xlsReserves Reporting Template 2/26/2015 Use to report monthly reserve deposit information and aggregate reserve deposit information on a quarterly basis for all Portfolio Mortgages.
    12. .xlsSales Data Update Template 2/26/2015
  • myOptigo Training Videos
    1. .htmBond Delinquency Reporting 8/28/2020
    2. .htmDispute Freddie Mac Expected Interest 8/28/2020
    3. .htmMonthly Reporting on a Single Loan 8/28/2020
    4. .htmMonthly Reporting on Bonds through Bulk 8/28/2020
    5. .htmMonthly Reporting on Loans through Bulk 8/28/2020
    6. .htmReport a Cash Payoff (Code 61) 8/28/2020
    7. .htmReport a CME Payoff (Code 66) 8/28/2020
  • Numbered Guide Forms
    1. .htmForm 16M: Multifamily Annual Certification ReportTo 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. .htmForm 17M: Multifamily Annual Certification Report – Structured Transaction & Tax-Exempt Bond Seller/ServicersTo 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. .pdfForm 104: Loan and Real Estate Owned (REO) Expenses and Income 5/17/2017
    4. .pdfForm 483M: Wire Transfer Authorization 4/30/2019
    5. .pdfForm 921: Letter of Credit – SBL Certification 5/17/2017
    6. .pdfForm 981M: Transfer of Servicing Agreement 7/17/2020
    7. .pdfForm 987M: Wire Transfer Authorization – Cash Warehouse Delivery 5/17/2017
    8. .pdfForm 988M: Multifamily Certificate of Authorized Representative 4/30/2019
    9. .pdfForm 989M: Multifamily Certificate of Corporate Secretary 6/27/2019
    10. .pdfForm 990M: Certificate of Limited Liability Company Secretary/Authorized Representative 4/30/2019
    11. .pdfForm 996M: Warehouse Lender Release of Security Interest 5/17/2017 To view this form, download and open the form in Adobe Reader
    12. .zipForm 1028: Value-Add Monitoring 9/30/2020
    13. .zipForm 1209: Green Retrofits Certification 1/19/2021
    14. .xlsForm 1056: Reserves Held in Custodial Accounts 6/27/2019
    15. .pdfForm 1057A: Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 6/25/2020
    16. .pdfForm 1057: Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 6/25/2020
    17. .pdfForm 1058: Letter Agreement for Servicer's Reserve Custodial Account 6/25/2020
    18. .pdfForm 1059: Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 6/25/2020
    19. .pdfForm 1060: Letter Agreement for Reserve Custodial Account 6/25/2020
    20. .pdfForm 1061A: Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts 5/17/2017
    21. .pdfForm 1061: Certificate of Incumbency and Authority To Draft Against Custodial Accounts 5/17/2017
    22. .pdfForm 1062: Sight Draft 5/17/2017
    23. .pdfForm 1063: Notice Letter – Alternative CE Bond Billing Procedure 11/16/2017
    24. .pdfForm 1065M: Report of IRS Form 1099-A and 1099-C Filings 6/17/2017 To view this form, download and open the form in Adobe Reader
    25. .pdfForm 1101: Legal Referral Form 5/17/2017
    26. .zipForm 1102: Seismic Risk Assessment Summary 9/30/2020
    27. .zipForm 1103: Environmental Site Assessment 9/26/2019
    28. .zipForm 1104: SBL Physical Risk Report 10/9/2020
    29. .zipForm 1105: Property Condition Assessment 9/30/2020 A new Export JSON button has been added to this form. For more information about the Form 1105 JSON Data Supplement, view the orange box in the right-hand column.
    30. .zipForm 1106: Green Report 9/30/2020
    31. .pdfForm 1107M: Multifamily Seller/Servicer Change Notification 6/27/2019 To view this form, download and open the form in Adobe Reader
    32. .zipForm 1108: Physical Risk Report 8/28/2019 Use this physical risk report for Conventional and Targeted Affordable Housing Loans
    33. .htmForm 1110M: Multifamily Annual Certification Report – Servicer OnlyTo 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.
    34. .pdfForm 1114: Certification - Organizational Chart 9/28/2018 To view this form, download and open the form in Adobe Reader
    35. .pdfForm 1115: Borrower and Borrower Principal Certificate 9/30/2020 To view this form, download and open the form in Adobe Reader
    36. .pdfForm 1115 SBL: SBL-Borrower and Borrower Principal Certificate 9/30/2020 To view this form, download and open the form in Adobe Reader
    37. .xlsForm 1116: Real Estate Schedule 9/30/2020
    38. .xlsForm 1120: Student Housing Questionnaire 9/15/2017
    39. .pdfForm 1125: Borrower Application for Partial Release or Easement 5/17/2017 To view this form, download and open the form in Adobe Reader
    40. .pdfForm 1126: Acknowledgement of Property Improvement Alterations 5/17/2017
    41. .htmForm 1133: Seller/Servicer Certification of Insurance CoverageTo 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.
    42. .pdfForm 1140: Hazard Loss Notification and Plan 10/17/2017
    43. .pdfForm 1140-DR: Hazard Loss Disbursement Request 5/17/2017
    44. .xlsForm 1143: Multifamily Principal & Interest Custodial Account Reconciliation Worksheet 6/15/2017
    45. .pdfForm 1144: Verification of Collections 5/17/2017
    46. .pdfForm 1146: System Administrator Add/Update/Remove Request 9/30/2020 To view this form, download and open the form in Adobe Reader
    47. .pdfForm 1148: System User Verification and Certification 5/17/2017
    48. .pdfForm 1149: System Administrator Verification and Certification 5/17/2017
    49. .pdfForm 1150: Wire Transfer Authorization – Non-Warehoused Mortgage 5/17/2017
    50. .pdfForm 6011: Waiver of 50-page Limit for SBL Appraisal 6/27/2019 To view this form, download and open the form in Adobe Reader
    51. .xlsForm 5150 - Forward Commitment Monitoring Report 9/30/2020
  • Training
    1. .pdfPRS - Reserve Reporting Customer Education 2/25/2015
    2. .pdfFixed-Rate Bonds Tutorial 2/12/2012 Explains the Multifamily NIBP and Fixed Rate Bonds Programs.
    3. .pdfModule 1 - Bond Basics Tutorial 7/1/2009 Explains the basics of Multifamily Bond Transactions, including related documents and cash flows and how these are handled by Freddie Mac and our Seller/Servicers.
    4. .pdfModule 2 - Servicing Credit Enhanced Bonds Tutorial 7/1/2009 Describes the servicing requirements for bond credit enhancements, with a focus on servicing transactions and assessments.

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Freddie Mac Manual Underwriting Eagle Echo Dot

Freddie Mac Document Custody Procedures Handbook October 2020 iii Preface This Handbook update includes a new Chapter 6 with information on Mortgages originated in whole or in part electronically-eMortgages. Acting as Document Custodian (Freddie Mac-approved third-party eCustodian) for Freddie Mac’s eNotes requires. If the lender is a direct seller to Freddie Mac, open the. Loan Closing Advisor System-to-System Access Form provided by Freddie Mac and fill in the information on the online form. You will receive your credentials from Freddie Mac via email in approximately two business days. If the lender is not a direct seller to Freddie Mac, follow these. The new, user friendly Seller/Servicer Guide will make it significantly easier for you and your team to find, understand and share critical information.