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 6458.KP | Annual Loan Agreement Certification (Key Principal) |
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| Form 6460.Borrower | Multifamily Underwriting Certificate (Borrower) |
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| Form 6460.Guarantor | Multifamily Underwriting Certificate (Guarantor) |
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| Form 6460.Key Principal | Multifamily Underwriting Certificate (Key Principal) |
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| Form 6468.ML | Tenant/Landlord Subordination and Assignment Agreement (Master Lease) |
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| Form 6469.DST | Master Lessee Estoppel Certificate (Delaware Statutory Trust) |
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| Form 6469.ML | Master Lessee Estoppel Certificate |
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| Form 6470.SRS | Property Operator Estoppel Certificate (Seniors Housing) |
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| Form 6471.SRS | Government Receivables Collection Account Agreement (Seniors Housing) |
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| Form 6471.SRS.SN | Government Receivables Collection Account Agreement (Seniors Housing - Skilled Nursing) |
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| Form 6472 | Omnibus Assignment of Contracts, Plans, Permits, and Approvals |
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| Form 6473 | Agreement and Assignment Regarding General Contractor's Contract |
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| Form 6476 | Agreement to Submit to United States Jurisdiction |
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| Form 6479 | Ground Lease Review Checklist |
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| Form 6480 | Master Lease Review Checklist [Replaces 4201] |
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| Form 6480.DST | Delaware Statutory Trust Master Lease Review Checklist |
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| Form 6483.SRS | Subordination, Non-Disturbance and Attornment Agreement and Assignment of Leases and Rents (Operating Lease) |
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| Form 6484.SRS | Assignment of Management Agreement (Seniors Housing) |
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| Form 6485.SRS | Collateral Assignment of Contracts (Seniors Housing) |
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| Form 6486.SRS | Collateral Assignment of Licenses (Seniors Housing) |
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| Form 6487.SRS | Seniors Checklist |
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| Form 6488 | Delivery Assurance Agreement (Unfunded Forwards) |
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| Form 6490 | Sponsor-Initiated Affordability Agreement |
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| Form 6493.DST | Subordination Agreement (Delaware Statutory Trust Master Lease) |
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| Form 6494.DST | Property Level Assignment Of Leases And Rents (Delaware Statutory Trust) |