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 4566funded | Borrower Certificate - Cash and Rate Lock Loan Financing Methods |
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| Form 4566unfunded | Unfunded Forward Rate Lock Financing Method |
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| Form 4568 | Modification of MF Mortgage, Assignment of Rents and Security Agreement and Spreader Agreement |
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| Form 4568-RP | Spreader Agreement (Refi Plus) |
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| Form 4568s | Modification to MF Mortgage Assignment of Rents and Security Agreement and Spreader Agreement |
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| Form 4569 | Intercreditor Agreement |
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| Form 4569 | Intercreditor Agreement |
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| Form 4571 | Cash Early Rate Lock Borrower Certification (Refi Plus) |
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| Form 4574 | Pledge, Interest Rate Cap Reserve and Security Agreement |
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| Form 4578 | Seniors Housing |
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| Form 4579 | Seniors Housing |
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| Form 4580 DUS Cash Early Rate Lock Borrower Certification | DUS Cash Early Rate Lock Borrower Certification (Preliminary Underwriting Prior to Rate Lock) |
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| Form 4580-A DUS Cash Early Rate Lock Borrower Certification | DUS Cash Early Rate Lock Borrower Certification (Full Underwriting Prior to Rate Lock) |
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| Form 45800 | Dus Cash Early Rate Lock Borrower Certification
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| Form 4581 | 4581 |
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| Form 4584 | Multifamily form for preliminary underwriting prior to rate lock |
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| Form 4584a | Multifamily form for full underwriting prior to rate lock |
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| Form 4585mezz | Completion Guaranty for Mezzanine Loans |
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| Form 4586 | Form 4586 - CI Mezz Acknowledgement and Waiver |
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| Form 4587 | Multifamily Gap Collateral Agreement |
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| Form 4588 | Form 4588 - Mezzanine Lender Certification |
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| Form 4600 | Instructions for Preparing the Mortgage Loan Delivery Package |
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| Form 4600_fcal | INSTRUCTIONS FOR PREPARING |
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| Form 4614 | New Construction Forward Product Line |
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| Form 46140 | 46140 |