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 11-14-24)
- Mortgage Loan Package Delivery Requirements: Use Form 6502 (Folders I and III) (published 11-14-24) and Form 6502 (Folder II) (published 8-27-24) to comply with all applicable delivery requirements.
| Form 6306 | Modifications to Security Instrument (Cross-Collateralization - Single Note) |
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| Form 6307 | Modifications to Security Instrument (Manufactured Housing Community) |
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| Form 6308 | Modifications to Multifamily Security Instrument (Ground Lease Provisions) |
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| Form 6308.ALT | Modifications to Security Instrument (Joinder and Consent of Ground Lessor – Unaffiliated Ground Lessor) |
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| Form 6310.SRS | Modifications to Multifamily Security Instrument (Seniors Housing) |
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| Form 6310.SRS.AFF | Modifications to Multifamily Security Instrument (Seniors Housing - Affiliated Property Operator) |
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| Form 6310.SRS.SN | Modifications to Multifamily Security Instrument (Seniors Housing - Skilled Nursing) |
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| Form 6310.SRS.SN.AFF | Modifications to Multifamily Security Instrument (Seniors Housing - Skilled Nursing - Affiliated Property Operator) |
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| Form 6312 | Modifications to Security Instrument (Cooperative Property) |
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| Form 6313 | Modifications to Security Instrument (Supplemental Lien - Senior Loan Terms) |
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| Form 6314 | Modifications to Security Instrument (First Lien - Permitted Subordinate Debt with Cross-Default) |
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| Form 6315 | Modifications to Security Instrument (Tax Credit Properties) |
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| Form 6316 | Modifications to Security Instrument (FHA Risk Sharing Mortgage Loans) |
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| Form 6317.DST | Modifications to Security Instrument (Delaware Statutory Trust Master Lease Transactions) |
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| Form 6317.ML | Modifications to Multifamily Security Instrument (Master Lease) |
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| Form 6318 | Modifications to Multifamily Security Instrument (Bond Regulatory Agreement) |
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| Form 6319 | Modifications to Security Instrument (Phased Properties -- Full Cross) |
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| Form 6321 | Modifications To Security Instrument (Unfunded Forwards) |
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| Form 6322 | Modifications To Security Instrument (Co-Borrowers) |
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| Form 6324 | Modifications to Security Instrument (Joinder and Consent (Affiliate-Owned Common Elements)) |
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| Form 6325 | Modifications to Security Instrument (Sponsor-Dedicated Workforce Housing) |
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| Form 6401 | Opinion of Borrower's Counsel on Origination of Mortgage Loan [with Enforceability Opinion] |
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| Form 6401.DST | Opinion of Borrower's Counsel on Origination of Delaware Statutory Trust Mortgage Loan With Enforceability Opinion |
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| Form 6401.MHC [formerly 6435] | Opinion Of Borrower’s Counsel On Origination Of Manufactured Housing Community Mortgage Loan |
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| Form 6401.PR | Opinion Of Borrower’s Counsel On Origination Of Mortgage Loan - [With Enforceability Opinion] |