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 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 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 6442.CER | Interest Rate Cap Reserve and Security Agreement (Cap Escrow Required) |
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| Form 6442.CER.TIC | Interest Rate Cap Reserve And Security Agreement (Cap Escrow Required) (Co-Tenants – Single Cap Purchaser) |
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| 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) |
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| Form 6444 | Form of Opinion of Counsel to Issuer of Rate Cap Agreement |
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| Form 6446.ML | Subordination, Assignment and Security Agreement (Master Lease) |
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| Form 6446.SRS | Subordination, Assignment and Security Agreement (Seniors Housing) |
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| Form 6447.SRS | Depositary Agreement (Seniors Housing) |
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| Form 6447.SRS.SN | Depositary Agreement (Seniors Housing - Skilled Nursing) |
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| Form 6449.DST.Borrower | Schedule A to UCC Financing Statement (Borrower) (Delaware Statutory Trust) |
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| Form 6449.DST.Master Tenant | Schedule A to UCC Financing Statement (Master Tenant) (Delaware Statutory Trust) |
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| Form 6449.Ground Lessor | Schedule A to UCC Financing Statement (Ground Lessor) |
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| Form 6449.ML.Borrower | Schedule A to UCC Financing Statement (Borrower) (Master Lease) |
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| Form 6449.ML.Master Tenant | Schedule A to UCC Financing Statement (Master Tenant) (Master Lease) |
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| Form 6449.SRS Borrower | Schedule A to UCC Financing Statement (Borrower) (Seniors Housing) |
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| Form 6449.SRS.Property Operator | Schedule A to UCC Financing Statement (Property Operator) (Seniors Housing) |
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| Form 6450.SRS | Opinion of Borrower's Counsel on Origination of Mortgage Loan (Seniors Housing Licensing) |
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| Form 6455 | Achievement Agreement |
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| Form 6456 | Subordination Agreement (Affordable) |