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.ARM.SRS 7/6 (SOFR) | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (ARM 7/6 (SOFR)) (Seniors Housing) |
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| Form 6102.FR | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Fixed Rate) |
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| Form 6102.FR.ML | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Fixed Rate) (Master Lease) |
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| Form 6102.FR.SRS | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Fixed Rate) (Seniors Housing) |
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| Form 6102.HYARM (SOFR) | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Hybrid ARM (SOFR)) |
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| Form 6102.SARM (SOFR) | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Structured ARM (SOFR)) |
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| Form 6102.SARM.ML (SOFR) | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Structured ARM (SOFR)) (Master Lease) |
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| Form 6102.SARM.SRS (SOFR) | Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Structured ARM (SOFR)) (Seniors Housing) |
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| Form 6103.ARM 5/5 (SOFR) | Schedule 3 to Multifamily Loan and Security Agreement - Schedule of Interest Rate Type Provisions (ARM 5/5 (SOFR)), Fixed Rate Conversion Option, and Renewal Option |
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| Form 6103.ARM 7/6 (SOFR) | Schedule 3 to Multifamily Loan and Security Agreement - Schedule of Interest Rate Type Provisions (ARM 7/6 (SOFR)) and Fixed Rate Conversion Option |
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| Form 6103.FR | Schedule 3 to Multifamily Loan and Security Agreement - Interest Rate Type Provisions (Fixed Rate) |
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| Form 6103.HYARM (SOFR) | Schedule 3 to Multifamily Loan and Security Agreement -- Schedule of Interest Rate Type Provisions (Hybrid ARM (SOFR)) |
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| Form 6103.SARM (SOFR) | Schedule 3 to Multifamily Loan and Security Agreement -- Schedule of Interest Rate Type Provisions (Structured ARM (SOFR)) and Fixed Rate Conversion Option |
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| Form 6104.01 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule - Standard Yield Maintenance - Fixed Rate) |
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| Form 6104.02 | SCHEDULE 4 - TO MULTIFAMILY LOAN AND SECURITY AGREEMENT - Prepayment Premium Schedule - (Standard Yield Maintenance HYARM) |
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| Form 6104.05 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule -- Graduated Prepayment Premium -- 5 Year Fixed Rate Period) |
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| Form 6104.06 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule -- Graduated Prepayment Premium -- 7 Year Fixed Rate Period) |
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| Form 6104.07 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule -- Graduated Prepayment Premium -- 10 Year Fixed Rate Period) |
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| Form 6104.10 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule - Graduated Prepayment Premium - SARM) |
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| Form 6104.11 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule - 1 Prepayment Premium - ARM, SARM) |
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| Form 6104.12 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule - Original Defeasance) |
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| Form 6104.13 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule - Alternative Defeasance) |
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| Form 6104.15 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule -- Graduated Prepayment Premium -- 12 Year Fixed Rate Period) |
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| Form 6104.16 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule -- Graduated Prepayment Premium -- 15 Year Fixed Rate Period) |
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| Form 6104.17 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule -- Graduated Prepayment Premium -- 18 Year Fixed Rate Period) |