Skip to main content

FM Platform Nav

Menu Multifamily Business

FM Site Nav

Financing Options
Doing Business With Us
Apps & Tech
- Technology Support
- Technology Manager
News & Insights
Learning Center
- Training Resources
- Learning Library
Multifamily Capital Markets
About

Login

Skip to main content

Home
Learning Center
Learning Library
Origination and Underwriting

Origination and Underwriting

Get answers from FAQs, access Job Aids & Guides, and find Additional Resources relating to loan Origination and Underwriting.

Frequently Asked Questions

Affordable Financing

FAQs: Multifamily Affordable Housing - Special Public Purpose
Multifamily Affordability Estimator FAQs

Conventional Financial Products

FAQs Exercising the Fixed Rate Conversion Option for ARM Loans and SARM Loans

DUS Gateway

DUS Gateway Credit Facility Initial Advance Commitments FAQs
DUS Gateway 2.0 FAQs
Rent Growth Data - FAQs
DUS Gateway FAQs

DUS Insights

DUS Insights FAQs

DUS Inspect

DUS Inspect FAQs

Specialty Financing

Expanded Housing Choice FAQs
Sponsor-Initiated Affordability FAQs

Job Aids & Guides

Affordable Financing

Guide to Estimating Affordability and Cap Exclusions
M.TEB Lender Job Aid Register, Price, Commit, Close and Deliver an M.TEB Mortgage Loan

DUS Gateway

DUS Gateway Credit Facility Initial Advance Commitments Job Aid
DUS Gateway Credit Facility Initial Advance Commitments – Change Requests Job Aid
MAH Exits Job Aid – May 2023
DUS Gateway Data File Tool
Upload and Manage Loan Options
DUS Gateway 2.0 Lender Job Aid
Lender Job Aid for DUS Gateway Enhancements Multifamily Affordable Housing Deals
Lender Self-Service Reporting Job Aid
DUS Gateway^® Lender Waiver Reporting Job Aid
DUS Gateway^® API Analytics Dashboard Job Aid
Credit Facilities Submission Guidance and Job Aid
DUS Gateway Training – Credit Facility Initial Advance UW Functionalities
DUS Gateway Lender Job Aid: Data File Tool

DUS Insights

DUS Insights Enhancements Job Aid August 2020

DUS Inspect

DUS Inspect Corporate Admin Overview
DUS Inspect Mobile App Setup Guide
DUS Inspect User Navigation Guide

DUS Navigate

Fannie Mae DUS Navigate How-To
DUS Navigate August 2020 Updates Job Aid

Specialty Financing

How To Review a High Performance Building (HPB) Report
How to use utility energy efficiency programs with Green Rewards
Streamlined Rate Lock - Green Mortgage Loans Job Aid
Manufactured Housing Communities Competitive Advantage
MAH Exits Job Aid – May 2023
Green Loan Borrower Guide
Borrower Guide to Green Loan Verification
Servicer’s Guide to Green Mortgage Loan Verification

Technology Support

Call Center Quick Reference Guide

Additional Resources

Payoff Quotes - Guidance and Best Practices
Bond Prepayments – Guidance and Best Practices

Additional Resources

Affordable Financing

Unfunded forward commitment eligibility
Flexible Choice Bridge Marketing Sheet
Moderate Rehabilitation Supplemental Loan
MBS as Tax-Exempt Bond Collateral (M.TEB) Competitive Advantage
Rural Rental Housing (Section 515) Preservation
Affordable Housing Preservation Term Sheet

Conventional Financial Products

Hybrid Adjustable-Rate Mortgage (ARM) Competitive Advantage
Structured ARM Competitive Advantage
Bulk Delivery Term Sheet
Choice Refinance Term Sheet
Conventional Properties Term Sheet
Declining Prepayment Premium Term Sheet
DUS Mortgage Loans Term Sheet
Fixed-Rate Mortgage Loans Term Sheet
Hybrid ARM Loans Term Sheet

DUS Gateway

Adding and Removing Deals in and out of Portfolios in DUS Gateway
DUS Gateway Loan Option Template
Access Indicative Pricing
Understand MAH Special Public Purpose Definition
DUS Gateway Loan Option Data XML Schema
DUS Gateway Loan Option Data Sample for Lenders (CSV)
DUS Gateway Loan Option Data Sample for Lenders (XML)
DUS Gateway Upload Template: Property Financials
Access Pipeline Management, Reports and Dashboards
Add Originator Contacts
Register a Deal
Register and Submit Structured Transactions
Register for Payoff Calculator
Resubmit a Deal
Review and Respond to Deal
Submit a Deal
Understand Lender Pipeline Report Requirements
DUS Gateway Product Tagging

DUS Insights

DUS Insights Glossary

Specialty Financing

Green Measurement and Verification Service
Review and Approve a Green Building Certification
Register, Quote, Close, and Deliver a Healthy Housing Rewards Mortgage Loan
Sponsor-Initiated Affordability Competitive Advantage
Green Building Certifications At A Glance
Small Loans Competitive Advantage
Housing Choice Vouchers: Expanded Housing Choice (EHC) Job Aid
Benefits of HCV Adoption for Borrowers
HCV Lender Best Practices
HCV Borrower Best Practices
HCV Initiative Eligibility Flowchart
Selecting Energy and Water Efficiency Measures for Borrowers
Green Building Certification
Inspection Manual for Green Rewards Mortgage Loans
SIA Rent and Income Overview
Sponsor-Initiated Affordability Agreement
Healthy Housing Rewards Flow Chart
Green Rewards Utility Incentive Programs
Green Rewards Legal Review for a Solar PV System
Seniors Housing Brochure
Small Loans
Cooperative Properties Term Sheet
Credit Facility Term Sheet
Green Building Certifications Term Sheet
Green Rewards Term Sheet
Healthy Housing Rewards Healthy Design Term Sheet
Healthy Housing Rewards Enhanced Resident Services Term Sheet
Manufactured Housing Communities Term Sheet

Technology Support

Technology Requirements
Use Chatter

Additional Resources

Multifamily Selling and Servicing Guide Organization Chart
Inclusionary Housing DTS Executive Summary
Multifamily Modular Construction Toolkit
Multifamily MBS Roadmap
DUS MBS

Valuation & Appraisals

Valuation and Appraisal Training
Appraisal Guide Update Frequently Asked Questions

Social media

LinkedIn
Facebook
Instagram
X (formerly twitter)

Footer

Suppliers
Careers
Contact Us
Legal
Privacy
Cookie Preferences

© 2025 Fannie Mae