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 6102.05 | Modifications to Multifamily Loan and Security Agreement - Schedule 2 Addenda - Summary of Loan Terms (Replacement Reserve - Alternate Funding) |
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| Form 6102.09 | Modifications to Multifamily Loan and Security Agreement - Schedule 2 Addenda - Summary of Loan Terms (Supplemental Lien - Senior Loan Terms) |
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| Form 6102.10 | Modifications to Multifamily Loan and Security Agreement - Schedule 2 Addenda - Summary of Loan Terms (Mezzanine Financing) |
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| Form 6102.13 | Modifications to Multifamily Loan and Security Agreement Addenda to Schedule 2 Summary of Loan Terms (Rehabilitation Reserve) |
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| Form 6102.14 | Addenda to Schedule 2 - Summary of Loan Terms (FHA Risk Sharing Loans) |
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| Form 6102.15.SRS | Modifications To Multifamily Loan And Security Agreement -- Addenda To Schedule 2 -- Summary Of Loan Terms (Seniors Housing - Entrance Fees) |
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| Form 6102.16.SRS.SN | Modifications To Multifamily Loan And Security Agreement -- Addenda To Schedule 2 – Summary Of Loan Terms (Seniors Housing – Skilled Nursing) |
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| Form 6102.17 | Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (Co-Tenants) |
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| Form 6102.18 | Modifications to Multifamily Loan and Security Agreement - Schedule 2 Addenda - Summary of Loan Terms (Restabilization Reserve) |
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| Form 6102.19.ARM (SOFR) | Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (New York Gap Note Modifications) (Interest Rate Type -- ARM (SOFR)) |
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| Form 6102.19.FR | Modifications to Multifamily Loan and Security Agreement - Schedule 2 Addenda - Summary of Loan Terms (New York Gap Note Modifications) (Interest Rate Type - Fixed Rate) |
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| Form 6102.19.HYARM (SOFR) | Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (New York Gap Note Modifications) (Interest Rate Type -- Hybrid ARM (SOFR)) |
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| Form 6102.19.SARM (SOFR) | Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (New York Gap Note Modifications) (Interest Rate Type -- Structured ARM (SOFR)) |
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| Form 6102.20 | Modification to Multifamily Loan and Security Agreement - Addenda to Schedule 2 – Summary of Loan Terms (Preferred Equity Transactions) |
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| Form 6102.21.SRS | Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (Medicaid Transition Reserve) |
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| Form 6102.21.SRS.SN | Summary of Loan Terms Addenda (Government Receivables Transition Reserve) |
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| Form 6102.22 | Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (Bond Regulatory Agreement) |
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| Form 6102.23 | Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (Rent Restriction Agreement - Scorecard Exclusions for Affordable Housing) |
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| Form 6102.25 | Modifications To Multifamily Loan And Security Agreement -- Addenda To Schedule 2 – Summary Of Loan Terms -- (Additional Reserve Escrows) |
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| Form 6102.27 | Modifications To Multifamily Loan And Security Agreement - Addenda To Schedule 2 – Summary Of Loan Terms (Radon Testing and Remediation) |
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| Form 6102.ARM 5/5 (SOFR) | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (ARM 5/5 (SOFR)) |
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| Form 6102.ARM 7/6 (SOFR) | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (ARM 7/6 (SOFR)) |
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| Form 6102.ARM.ML 5/5 (SOFR) | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (ARM 5/5 (SOFR)) (Master Lease) |
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| Form 6102.ARM.ML 7/6 (SOFR) | Schedule 2 to Multifamily Loan and Security Agreement --Summary of Loan Terms (ARM 7/6 (SOFR)) (Master Lease) |
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| Form 6102.ARM.SRS 5/5 (SOFR) | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (ARM 5/5 (SOFR)) (Seniors Housing) |