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 10-16-24)
- Mortgage Loan Package Delivery Requirements: Use Form 6502 (Folders I and III) (published 10-16-24) and Form 6502 (Folder II) (published 8-27-24) to comply with all applicable delivery requirements.
| Form 6000 | Loan Documentation Requirements |
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| Form 6001.BDA | Bulk Delivery Agreement |
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| Form 6001.NR | Multifamily Loan and Security Agreement (Non-Recourse) (Standard Form) |
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| Form 6001.NR.DST | Multifamily Loan and Security Agreement (Non-Recourse) (Delaware Statutory Trust) |
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| Form 6001.NR.ML | Multifamily Loan and Security Agreement (Non-Recourse) (Master Lease) |
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| Form 6001.NR.SRS | Multifamily Loan and Security Agreement (Non-Recourse) (Seniors Housing) |
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| Form 6001.R | Multifamily Loan and Security Agreement (Recourse) (Standard Form) |
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| Form 6010 | Multifamily Note |
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| Form 6010.AR.MD | Amended and Restated Multifamily Note (Maryland) |
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| Form 6010.AR.VA | Amended And Restated Multifamily Note (Virginia) |
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| Form 6010.CAR.FL | Consolidated, Amended and Restated Multifamily Note (Florida) |
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| Form 6010.PR | Mortgage Note (Puerto Rico – Fixed Rate) |
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| Form 6015 | Guaranty of Non-Recourse Obligations |
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| Form 6015.PE | Guaranty of Non-Recourse Obligations (Preferred Equity Transactions) |
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| Form 6015.PEG | Guaranty of Non-Recourse Obligations (Preferred Equity Guarantor) |
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| Form 6018 | Completion Guaranty |
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| Form 6020 | Guaranty (Payment) |
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| Form 6020.LPG | Limited Payment Guaranty |
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| Form 6020.PIR | Payment Guaranty (Pricing Incentive Recapture) |
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| Form 6085 | Environmental Indemnity Agreement |
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| Form 6025.AK | Multifamily Security Instrument (Alaska Deed of Trust) |
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| Form 6025.AL | Multifamily Security Instrument (Alabama Mortgage) |
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| Form 6025.AR | Multifamily Security Instrument (Arkansas Mortgage) |
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| Form 6025.AZ | Multifamily Security Instrument (Arizona Deed of Trust) |
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| Form 6025.CA | Multifamily Security Instrument (California Deed of Trust) |