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 6025.WV | Multifamily Security Instrument (West Virginia Deed of Trust) |
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| Form 6025.WY | Multifamily Security Instrument (Wyoming Mortgage) |
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| Form 6101.ARM 5/5 (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- ARM 5/5 (SOFR)) |
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| Form 6101.ARM 7/6 (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- ARM 7/6 (SOFR)) |
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| Form 6101.ARM.DST 5/5 (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- ARM 5/5 (SOFR)) |
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| Form 6101.ARM.DST 7/6 (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- ARM 7/6 (SOFR)) (Delaware Statutory Trust) |
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| Form 6101.ARM.ML 5/5 (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- ARM 5/5 (SOFR)) (Master Lease) |
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| Form 6101.ARM.ML 7/6 (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- ARM 7/6 (SOFR)) (Master Lease) |
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| Form 6101.ARM.SRS 5/5 (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- ARM 5/5 (SOFR)) (Seniors Housing) |
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| Form 6101.ARM.SRS 7/6 (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement - Definitions Schedule (Interest Rate Type - ARM 7/6 (SOFR)) (Seniors Housing) |
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| Form 6101.FR | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Fixed Rate) |
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| Form 6101.FR.DST | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Fixed Rate) (Delaware Statutory Trust) |
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| Form 6101.FR.ML | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type Fixed Rate) (Master Lease) |
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| Form 6101.FR.SRS | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Fixed Rate) (Seniors Housing) |
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| Form 6101.HYARM (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Hybrid ARM (SOFR)) |
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| Form 6101.SARM (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Structured ARM (SOFR)) |
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| Form 6101.SARM.DST (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Structured ARM (SOFR)) (Delaware Statutory Trust) |
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| Form 6101.SARM.ML (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Structured ARM (SOFR)) (Master Lease) |
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| Form 6101.SARM.SRS (SOFR) | Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Structured ARM (SOFR)) (Seniors Housing) |
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| Form 6102.01 | Modifications to Multifamily Loan and Security Agreement - Schedule 2 Addenda - Summary of Loan Terms (Manufactured Housing Community) |
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| Form 6102.01.NT | Modifications To Multifamily Loan And Security Agreement - Addenda To Schedule 2 – Summary Of Loan Terms (Manufactured Housing Community – Non-Traditional Ownership) |
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| Form 6102.02 | Modifications to Multifamily Loan and Security Agreement - Schedule 2 Addenda - Summary of Loan Terms (Section 8 HAP Contract) |
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| Form 6102.03 | Modifications to Multifamily Loan and Security Agreement - Addenda to Schedule 2 - Summary of Loan Terms (Tax Credit Properties) |
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| Form 6102.03.ALT | Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (Tax Credit Properties No Equity Investor) |
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| Form 6102.04 | Modifications to Multifamily Loan and Security Agreement - Schedule 2 Addenda - Summary of Loan Terms (Replacement Reserve - Deposits Partially or Fully Waived) |