Loan Documents
These new loan documents improve transactional and operational efficiency both internally and externally, reduce redundancies, and provide greater consistency and uniformity in the mortgage loan documents going forward.
- Multifamily Legal Guidelines: Review the legal guidelines before downloading Loan Documents and Guide Forms & Exhibits files.
- Loan Documentation Requirements: Use Form 6000 to identify which documents you need. (Published 4-3-24)
- Mortgage Loan Package Delivery Requirements: Use Form 6502 (Folders I and III) (published 4-3-24) and Form 6502 (Folder II) (Published 2-14-24) to comply with all applicable delivery requirements.
| Doc ID Sort ascending | Title | Status |
|---|---|---|
Amendment to Multifamily Loan and Security Agreement (Medicaid Transition Reserve) |
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Assumption and Release Agreement (Key Principal Transfer) (4000 Series Loan Documents) [Replaces 6462] |
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Assumption and Release Agreement (Full Property and Loan Assumption) (4000 Series Loan Documents [Replaces 6461] |
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Assumption and Release Agreement (Guarantor Transfer) [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] [Replaces 6407] |
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Assumption and Release Agreement [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] [Replaces 6406] |
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Supplemental Annual Loan Agreement Certification (Sponsor-Dedicated Workforce Housing) |
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Supplemental Annual Loan Agreement Certification (Expanded Housing Choice) |
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Annual Loan Agreement Certification (Guarantor) [Replaces 6458.Guarantor] |
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Annual Loan Agreement Certification (Borrower) |
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Opinion of Borrower's Counsel on Defeasance of Mortgage Loan with Enforceability Opinion [Replaces 6425] |