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 6104.18 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule -- Graduated Prepayment Premium -- 30 Year Fixed Rate Period) |
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| Form 6104.19 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule -- HYARM Graduated Prepayment Premium -- 5 Year Fixed Rate Period) |
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| Form 6104.20 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule -- HYARM Graduated Prepayment Premium -- 7 Year Fixed Rate Period) |
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| Form 6104.21 | Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium Schedule -- HYARM Graduated Prepayment Premium -- 10 Year Fixed Rate Period) |
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| Form 6202 | Modifications to Multifamily Loan and Security Agreement (Condominium Provisions) |
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| Form 6203 | Modifications to Multifamily Loan and Security Agreement (Cross-Default and Cross-Collateralization Multi-Note) |
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| Form 6204 | Modifications to Loan and Security Agreement (Cross-Collateralization - Single Note) |
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| Form 6205 | Modifications to Multifamily Loan and Security Agreement (FHA Risk Sharing Loans) |
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| Form 6206 | Modifications to Multifamily Loan and Security Agreement (Ground Lease Defaults) [The checklist attached replaces Form 4665] |
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| Form 6207 | Modificatons to Multifamily Loan and Security Agreement (Defeasance) |
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| Form 6208 | Modifications to Multifamily Loan and Security Agreement (Manufactured Housing Community) |
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| Form 6208.NT | Modifications To Multifamily Loan And Security Agreement (Manufactured Housing Community – Non-Traditional Ownership) |
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| Form 6209 | Modifications to Multifamily Loan and Security Agreement (Mezzanine Financing) |
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| Form 6210 | Modifications to Multifamily Loan and Security Agreement (Cooperative Properties) |
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| Form 6211 | Modifications to Multifamily Loan and Security Agreement (Supplemental Lien - Senior Loan Terms) |
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| Form 6212 | Modifications to Multifamily Loan and Security Agreement (First Lien - Permitted Subordinate Debt with Cross-Default) |
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| Form 6214 | Modifications to Multifamily Loan and Security Agreement (Quarterly Income and Expense Statements and Rent Roll - Exemption) |
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| Form 6216 | Modifications to Multifamily Loan and Security Agreement (Section 8 HAP Contract) |
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| Form 6217 | Modifications to Multifamily Loan and Security Agreement (Single Asset Entity Waiver -- Additional Assets Permitted) |
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| Form 6218 | Modifications to Multifamily Loan and Security Agreement (Single Asset Entity Waiver) |
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| Form 6219 | Modifications to Multifamily Loan and Security Agreement (Tax Credit Properties) |
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| Form 6219.ALT | Modifications to Multifamily Loan and Security Agreement (Tax Credit Properties -- No Equity Investor) |
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| Form 6220 | Modifications to Multifamily Loan and Security Agreement (Replacement Reserve Deposits - Deposits Partially or Fully Waived) |
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| Form 6221 | Modifications to Multifamily Loan and Security Agreement (Replacement Reserve - Alternate Funding) |
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| Form 6222 | Modifications to Multifamily Loan and Security Agreement (Rehabilitation Reserve) |