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 4327 | Physical Needs Assessment |
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| Form 4328 | General Requirements for Developing Expense Estimates |
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| Form 4330 | 4330 |
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| Form 4335 | 4335 |
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| Form 4336 | 4336 |
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| Form 4338 | 4338 |
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| Form 4340 | ASTM Transaction Screen Questionnaire |
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| Form 4341 | Lead Paint Agreement |
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| Form 4342 | Lead Paint Agreement |
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| Form 4345 | For all trusts, the Lender must consider the issues outlined in Form XXXX when determining whether a trust is an eligible Borrower |
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| Form 4346 | Publicly traded REITs are acceptable Borrowers in accordance with the criteria provided in Form XXXX |
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| Form 4347 | Examples of the various types of Borrower entities and suggested Key Principals is provided |
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| Form 4348 | CERTIFIED OWNERSHIP AND LOAN HISTORY STATEMENT |
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| Form 43480 | Multifamily Ownership and Loan History Statement, 3MaxExpress. 3 pages. |
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| Form 4349 | Signed financial statements (if available) should conform to the following requirements |
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| Form 4350 | B&W Draft |
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| Form 43500 | B&W Draft |
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| Form 4351 | SCHEDULE OF LOAN INFORMATION |
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| Form 4352 | COMPARISON OF SAME MONTH POOLING DELIVERY |
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| Form 4360 | 4360 |
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| Form 4361 | 4361 |
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| Form 4362 | At a minimum, the LenderServicer must address following points in its servicing files |
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| Form 4363 | Fannie Mae |
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| Form 4364 | V(9) |
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| Form 4366 | 4366 |