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Financial Product Training

Training Resources

Financial Product Training

Explore Financial Product Training for Affordable, Conventional, and Specialty Financing products and processes.

Affordable

Unfunded Forward Commitment

Unfunded Forward Commitment Executions

MBS as Tax-Exempt Bond Collateral (MTEB)

Fannie Mae MBS as Tax-Exempt Bond Collateral (MTEB) Training Session: Immediate Executions
Fannie Mae MBS as Collateral for Tax-Exempt Bonds (MTEBs) Training Session: Forward Executions

Conventional

Structured Adjustable Rate Mortgage Loans (SARM Loans)

Structured Adjustable Rate Mortgage Loans (SARM Loans) Training
Training Video – Structured Adjustable Rate Mortgage Loan Product Update October 2024

Learning Resources

Fannie Mae Product Refresh Training – Choice Refinance, Supplemental, and Variable Rate Conversions

Multifamily Explainer

Learning Resources

Multifamily Explainer: Credit Risk Transfer Program
Multifamily Explainer: The DUS® Model

Processes

Learning Resources

Broken Rate Lock Training
Fair Lending Training
Fannie Mae Property Condition and PCA Training
Property Condition and PCA Training for Engineers
Streamlined Rate Lock Presentation - 2019
Streamlined Rate Lock Presentation - February 2018
Variable Rate Conversion Training 2023

Specialty

Credit Facility

Expanded Housing Choice Initiative

EHC Product Update Training October 2024

Green Financing

Green 101 Video
Green Rewards and Solar PV Training
Multifamily Decarbonization: What it Means and What to Know
Fannie Mae Green Rewards
Green Building Certification Program Updates and Changes Training October 2024

Green Measurement and Verification Service

Module 1 - Introduction to Multifamily Green Verification Inspector Training
Module 2 - Workflow + Pre-Inspection Verification Inspector Training
Module 3 - Inspections Process Verification Inspector Training
Module 4 - Post Inspection Verification Inspector Training
Module 5 - Inspecting EWEMs Verification Inspector Training
Module 6 - Complex EWEMs Verification Inspection Training

Healthy Housing Rewards

Healthy Housing Rewards Expansion Training

High Performance Building Report

How to Review an HPB Report
High Performance Building Report Training

Sponsor-Initiated Affordability

Sponsor-Initiated Affordability eLearning

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