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 6-2-26).
- Mortgage Loan Package Delivery Requirements: Use Form 6502 (Folders I and III) (published 6-2-26) and Form 6502 (Folder II) (published 6-2-26) to comply with all applicable delivery requirements.
| 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) |
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| Form 6632 | Completion Guaranty [4000 Series Post-Closing] | Updated |
| Form 6633 | Completion Guaranty [6000 Series Post-Closing] | Updated |
| Form 6634 | Consent to Transfer and Ratification of Loan Obligations (1031 Reverse Exchange) |
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| Form 6636 | Assignment of Management Agreement |
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| Form 6639 | Insurance Loss Proceeds Collateral Agreement |
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| Form 6640 | Amendment To Multifamily Loan And Security Agreement (Additional P&I Escrow) |
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| Form 6641 | Additional P&I Escrow Agreement |
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| Form 6642 | Amendment To Multifamily Loan And Security Agreement (Paycheck Protection Program Loan) |
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| Form 6643 | Subordination, Non-Disturbance and Attornment Agreement |
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| Form 6643.Affiliate | Subordination and Attornment Agreement (Commercial Lease – Affiliated Tenant) |