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 8-25-26).
- Mortgage Loan Package Delivery Requirements: Use Form 6502 (Folders I and III) (published 8-25-26) and Form 6502 (Folder II) (published 8-25-26) to comply with all applicable delivery requirements.
| Form 6420.Asbestos | Compliance Agreement For Asbestos Operations And Maintenance Plan |
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| Form 6420.Lead-Based.Paint | Compliance Agreement For Lead-Based Paint Operations And Maintenance Plan |
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| Form 6420.Mold | Compliance Agreement for Mold Operations and Maintenance Plan |
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| Form 6420.Radon | Compliance Agreement For Radon - Operations And Maintenance Plan |
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| Form 6421 | Schedule A to UCC Financing Statement (Borrower) |
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| Form 6421.PR | Schedule A To UCC Financing Statement (Borrower) (Puerto Rico) |
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| Form 6422 | Section 8 Housing Assistance Payments (HAP) Contract Reivew Sheet and Certification |
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| Form 6426 | Ground Lease Recognition and Attornment Agreement | |
| Form 6430 | Streamlined Rate Lock Agreement |
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| Form 6430.STLA | Streamlined Treasury Lock Agreement |
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| Form 6431 | Tax Increment Financing (TIF) Checklist |
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| Form 6432 | Tax Abatement Analysis Checklist |
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| Form 6433 | Seasonal Working Capital Reserve Fund and Security Agreement (Manufactured Housing Community) |
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| Form 6434 | Schedule A to UCC Financing Statement (Manufactured Housing Community) |
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| Form 6436 | Third-Party Financing Checklist |
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| Form 6437 | Completion Guaranty (Mezz) |
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| Form 6438 | CI Mezz Acknowledgement & Waiver (Mezzanine Financing) |
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| Form 6439 | Mezzanine Lender Certification |
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| Form 6441 | Equity Checklist |
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| Form 6442.BCE | Interest Rate Cap Reserve and Security Agreement (Bond Credit Enhancement) |
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| Form 6442.CER | Interest Rate Cap Reserve and Security Agreement (Cap Escrow Required) | |
| Form 6442.CER.TIC | Interest Rate Cap Reserve And Security Agreement (Cap Escrow Required) (Co-Tenants – Single Cap Purchaser) | |
| Form 6442.FTC | Interest Rate Cap Reserve and Security Agreement (Full Term Cap) |
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| Form 6442.FTC.TIC | Interest Rate Cap Reserve and Security Agreement (Full Term Cap) (Co-Tenants – Single Cap Purchaser) |
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| Form 6443 | Schedule A to UCC Financing Statement (Rate Cap) (SARM) |