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 6495 | Ground Lessor Estoppel Certificate |
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| Form 6498 | Condominium Document Review Checklist |
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| Form 6499 | Waiver Of Sovereign Immunity |
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| Form 6502.Folder.I.and.Folder.III | Multifamily Mortgage Loan Delivery Package Table of Contents Folder I and Folder III |
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| Form 6502.Folder.II | Multifamily Mortgage Loan Delivery Package Table of Contents Folder II |
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| Form 6505 | Mortgage Loan Certificate |
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| Form 6506 | Acceptable State Super Lien Statutes [Replaces 6463] |
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| Form 6601 | Amendment to Multifamily Loan and Security Agreement (Multipurpose) [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] |
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| Form 6605 | Amendment to CompletionRepair and Security Agreement (Form 4505) [FOR USE WITH 4000 SERIES LOAN DOCUMENTS] |
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| Form 6606 | Amendment to Replacement Reserve and Security Agreement (Form 4506) [FOR USE WITH 4000 SERIES LOAN DOCUMENTS] |
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| Form 6607 | Amendment to Replacement Reserve and Security Agreement (Form 4506A or 4506B) [FOR USE WITH 4000 SERIES LOAN DOCUMENTS] |
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| Form 6608 | Amendment to Rehabilitation Reserve and Security Agreement (Form 4523) [FOR USE WITH 4000 SERIES LOAN DOCUMENTS] |
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| Form 6609 | Amendment to Multifamily Loan and Security Agreement (Replacement Reserve) [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] |
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| Form 6610 | Amendment to Multifamily Loan and Security Agreement (Replacement Reserve -- Modification to Alternate Funding) [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] |
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| Form 6611 | Amendment to Multifamily Loan and Security Agreement (Rehabilitations) [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] |
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| Form 6612 | Amendment to Multifamily Loan and Security Agreement (Repairs) [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] |
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| Form 6613 | Amendment to Mortgage Loan and Security Agreement (Replacement Reserve Alternate Funding) [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] [Replaces 6454] |
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| Form 6614 | Amendment to Mortgage Loan and Security Agreement (Conversion to Fixed Rate) [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] [Replaces 6453] |
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| Form 6615 | Amendment to Multifamily Loan and Security Agreement (Restoration Reserve) |
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| Form 6616 | Defeasance Assignment and Assumption Agreement |
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| Form 6617 | Defeasance Pledge Agreement [Replaces 6424] |
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| Form 6618 | Opinion of Borrower's Counsel on Defeasance of Mortgage Loan with Enforceability Opinion [Replaces 6425] |
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| Form 6620.Borrower | Annual Loan Agreement Certification (Borrower) |
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| Form 6620.Borrower.TSLP | Annual Loan Agreement Certification (Borrower – Tenant Site Lease Protections) |
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| Form 6620.Guarantor | Annual Loan Agreement Certification (Guarantor) [Replaces 6458.Guarantor] |