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 6632 | Completion Guaranty [4000 Series Post-Closing] | |
| Form 6633 | Completion Guaranty [6000 Series Post-Closing] | |
| 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) |
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| Form 4526 | Schedule of Real Estate Owned |
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| Form 4527 | ________________________ |
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| Form 4528 | Defeasance Assignment and Assumption Agreement | |
| Form 4529 | Defeasance Pledge Agreement | |
| Form 4543 | Pre-Construction Monitoring Package |
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| Form 4615 | New Construction Product Line for Market Rate Housing, Pre-Preview Worksheet |
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| Form 4630 | Defeasance Authorization for ACH Remittance |
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| Form 4631 | Defeasance Transmittal Form |
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| Form 4673 | Addendum to Amended and Restated Multifamily Risk Sharing Agreement |