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 6-30-25).
- Mortgage Loan Package Delivery Requirements: Use Form 6502 (Folders I and III) (published 6-30-25) and Form 6502 (Folder II) (published 6-30-25) to comply with all applicable delivery requirements.
| Form 6230.SRS.SN | Modifications To Multifamily Loan and Security Agreement (Seniors Housing – Skilled Nursing) | Updated |
| Form 6232 | Modifications to Multifamily Loan and Security Agreement (Co-Tenants) | Updated |
| Form 6232.SingleCapPurchaser | Modifications to Multifamily Loan and Security Agreement (Co-Tenants – Single Cap Purchaser) |
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| Form 6233 | Modifications to Multifamily Loan and Security Agreement (Restabilization Reserve) |
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| Form 6234 | Modifications to Multifamily Loan and Security Agreement (New York Gap Note Modifications) |
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| Form 6235 | Modifications to Multifamily Loan and Security Agreement (Employee Benefit Plan - ERISA or Governmental Plan) |
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| Form 6237.SRS | Modifications to Multifamily Loan and Security Agreement (Medicaid Transition Reserve) |
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| Form 6237.SRS.SN | Modifications To Multifamily Loan and Security Agreement (Seniors Housing - Government Receivables Transition Reserve) |
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| Form 6238 | Modifications to Multifamily Loan and Security Agreement (Bond Redemption and Bond Regulatory Agreement) |
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| Form 6239.SRS | Modifications to Multifamily Loan and Security Agreement (Post-Closing License Transfer) |
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| Form 6240 T2 | Modifications to Multifamily Loan and Security Agreement (Transfers of Ownership Interests; No Change of Control) | Updated |
| Form 6240 T3 | Modifications to Multifamily Loan and Security Agreement (Transfers of Ownership Interests; Change of Control; Same Key Principal) | Updated |
| Form 6240 T4 | Modifications to Multifamily Loan and Security Agreement (Transfers of Ownership Interests; Change of Control -- Replacement or Divestment of Key Principal) | Updated |
| Form 6241 | Modifications to Multifamily Loan and Security Agreement (Green Mortgage Loans) |
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| Form 6242.PR | Modifications To Multifamily Loan And Security Agreement (Puerto Rico Modifications) |
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| Form 6244 | Modifications to Multifamily Loan and Security Agreement (1031 Exchange) | Updated |
| Form 6247 | Modifications to Multifamily Loan and Security Agreement (Phased Properties -- Future Cross) |
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| Form 6248 | Modifications to Multifamily Loan and Security Agreement (Phased Properties -- Full Cross) |
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| Form 6249 | Modifications to Multifamily Loan and Security Agreement (Phased Properties -- One Way Cross) |
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| Form 6250 | Modifications to Multifamily Loan and Security Agreement (Phased Properties -- First and Last Right) |
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| Form 6251 | Modifications to Multifamily Loan and Security Agreement (Tax Abatement) |
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| Form 6251.TIF | Modifications to Multifamily Loan and Security Agreement (Tax Increment Financing) | |
| Form 6253 | Modifications to Multifamily Loan and Security Agreement (Rent Restriction Agreement - Scorecard Exclusions for Affordable Housing) |
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| Form 6253.M.TEB | Modifications to Multifamily Loan and Security Agreement (Agreement Restricting Rent, Income, or Both – M.TEB) |
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| Form 6254 | Modifications to Multifamily Loan and Security Agreement (SPE Recourse) | Updated |