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 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] |
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| Form 6620.Supplemental.EHC | Supplemental Annual Loan Agreement Certification(Expanded Housing Choice) |
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| Form 6620.Supplemental.SDW | Supplemental Annual Loan Agreement Certification (Sponsor-Dedicated Workforce Housing) |
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| Form 6625 | Assumption and Release Agreement [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] [Replaces 6406] | |
| Form 6626 | Assumption and Release Agreement (Guarantor Transfer) [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] [Replaces 6407] | |
| Form 6627 | Assumption and Release Agreement (Full Property and Loan Assumption) (4000 Series Loan Documents [Replaces 6461] |
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| Form 6628 | Assumption and Release Agreement (Key Principal Transfer) (4000 Series Loan Documents) [Replaces 6462] |
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| Form 6630.SRS | Amendment to Multifamily Loan and Security Agreement (Medicaid Transition Reserve) |
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| Form 6630.SRS.SN | Amendment to Multifamily Loan and Security Agreement (Government Receivables Transition Reserve) |
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| Form 6631.SRS | Amendment to Multifamily Loan and Security Agreement (Post-Closing License Transfer) |