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 5-21-24)
- Mortgage Loan Package Delivery Requirements: Use Form 6502 (Folders I and III) (published 5-21-24) and Form 6502 (Folder II) (Published 2-14-24) to comply with all applicable delivery requirements.
| Doc ID | Title | Status |
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Lead Paint Agreement |
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Lead Paint Agreement |
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For all trusts, the Lender must consider the issues outlined in Form XXXX when determining whether a trust is an eligible Borrower |
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Publicly traded REITs are acceptable Borrowers in accordance with the criteria provided in Form XXXX |
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Examples of the various types of Borrower entities and suggested Key Principals is provided |
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CERTIFIED OWNERSHIP AND LOAN HISTORY STATEMENT |
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Multifamily Ownership and Loan History Statement, 3MaxExpress. 3 pages. |
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Signed financial statements (if available) should conform to the following requirements |
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B&W Draft |
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B&W Draft |