CC_S_203.4 Commercial/Multifamily Portfolio Servicing Agreements

MBA Member Price: $49.00

Nonmember Price: $79.00


This is a commercial/multifamily course.

Compared to agency and CMBS servicing requirements and agreements, which tend to be more standardized across the industries, portfolio lender servicing requirements and agreements may be as unique as the individual lenders. Typically, a portfolio lender determines the amount of servicer involvement it requires for the handling of its portfolio and the servicer's responsibilities. Additionally, each portfolio lender may document the relationships it establishes between itself and its servicers differently, depending on the organization. As a result, portfolio servicing agreements may be any length and may go into any amount of detail, depending on what that lender determines is necessary.

CMF Portfolio Servicing Agreements explores basic concepts of portfolio servicing agreements, including the relationships and procedures defined by these agreements. First, it will look at how portfolio servicing agreements identify the basic responsibilities of the servicer, as well as the different formats in which these responsibilities may be communicated to the servicer. Next, it will discuss the common provisions of a portfolio servicing agreement and the responsibilities of the servicer specific to the servicing activities identified in the provisions. It will then talk more about servicing agreements in terms of how these documents are used to administer specific servicing responsibilities, such as lease reviews and borrower requests. Finally, it will cover the role of the servicing agreement in outlining correspondent duties that may or may not be overseen by the servicer.


  • Basics of Commercial/Multifamily Portfolio Servicing Agreements
  • Outining Servicer Responsibilities
  • Additional Servicer Responsibilities
  • Correspondent Requirements

    Seat time: 60 minutes

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