Request For Proposal

Request for Proposal - Master Servicer

The Montana Board of Housing, an agency of the State of Montana ("Board," “MBOH” or “State”) issues this Request for Proposal (“RFP”) seeking a contractor to serve as Master Servicer for the Board’s Single-Family Residential Mortgage Loan program. A more complete description of the services to be provided is set forth in the attachments linked below.

Offerors shall carefully review the entire RFP and must comply with all RFP provisions. Proposal submission requirements and instructions for this RFP process, including the evaluation process and criteria, are described in detail in the Master Servicer: Request for Proposals document linked below. References herein to the “Master Servicer” refer to the Offeror and/or any Offeror awarded the contract that ultimately executes a Master Servicer Agreement (“Agreement” or “Contract”) with MBOH, as indicated by the context. References herein to the “Board” shall mean MBOH staff, except where otherwise noted or indicated by the context.

Event Date
RFP Issued 9/6/2023
Deadline for Receipt of Written Questions 9/20/2023
Deadline for Posting Written Responses to the State's Website 9/27/2023
RFP Response Due Date 10/4/2023
RFP Offeror Interviews 12/1/2023
Public Notice of Intent to Award Contract 12/3/2023
MBOH Board Meeting for Master Servicer Selection 12/11/2023
Due Diligence selected Master Servicer complete 2/28/2024
Intended date for contract award* 3/15/2024

*The dates above identified by an asterisk are included for planning purposes. These dates are subject to change.

All questions and requests for additional information must be submitted to the Board on or before September 20, 2023, at 11:59 p.m. Mountain Daylight Time (MDT). Questions and requests for additional information submitted after this date and time will not be answered. Potential Offerors may submit questions or inquiries via telephone or email to:

Joe DeFilippis
Operations Manager
Montana Housing
Telephone: (406) 841-2826
Email: (Subject: Master Servicer RFP)

All proposals must be submitted electronically to and received by the Board through the Montana File Transfer Service (MTFS) by 11:59 p.m. MDT on October 4, 2023. Instructions for how to set up an account in MTFS is required before submission can take place and is located here - File Transfer Service - Instructions. Once you have viewed the instructions, you can register for an account by clicking ‘Register Now!’ on this link - File Transfer Service - Register. When you email in MTFS, please email and use the subject: Master Servicer RFP. Be sure to include the following in the body of the email:

  • Company Name
  • Company Address
  • Employee Name and Title
  • Email address

Request for Proposal: Master Servicer (Exhibit D is included)
Exhibit A Locked Pipeline
Exhibit B 2022 Loan Production
Exhibit C 2023 Loan Production
Exhibit E Trade Secret Affidavit

Questions and Answers - Master Servicer RFP