Purchase & Deliver
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DMS
AllRegs®
Seller/Servicer Guide
Resources
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Final Delivery Instructions, Delivery Package TOCs, Document Transmittal Form, Bailee Acknowledgment
- .pdf Final Delivery Instructions and Final Delivery Package Table of Contents (for all Mortgages other than SBL and TEL) 07/30/2024
- .pdf Final Delivery Instructions and Final Delivery Package Table of Contents - TEL (Conversion) 03/26/2024
- .pdf Final Delivery Instructions and Final Delivery Package Table of Contents – TEL (Forward) 08/17/2023
- .pdf Final Delivery Instructions and Final Delivery Package Table of Contents – TEL (Immediate) 03/26/2024
- .pdf Final Delivery Instructions and Final Delivery Package Table of Contents – SBL 03/26/2024
- .doc Title Insurance Policy Amendment Certification 08/17/2023
- .doc Replacement Page Authorization - Non-Recorded Documents 04/15/2020
- .doc Bailee Acknowledgment Form for Optigo Lenders and Closing Counsel 04/08/2020
- .pdf MF Document Transmittal Form
- .doc Commitment / Seller Correction - SBL 03/03/2016
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Numbered Guide Forms
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Multifamily Annual Certification Report (Form 16M)
05/21/2022
To access these forms, you will need a valid User ID and password for the Multifamily Eligibility System (MES). Contact your system administrator for access to the MES.
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Multifamily Annual Certification Report - Structured Transaction & Tax-Exempt Bond Seller/Servicers (Form 17M)
05/13/2022
To access these forms, you will need a valid User ID and password for the Multifamily Eligibility System (MES). Contact your system administrator for access to the MES.
- .pdf Loan and Real Estate Owned (REO) Expenses and Income (Form 104)
- .pdf Letter of Credit - SBL Certification (Form 921)
- .pdf Transfer of Servicing Agreement (Form 981M) 02/22/2024
- .pdf Wire Transfer Authorization - Cash Warehouse Delivery (Form 987M)
- .pdf Multifamily Certificate of Authorized Representative (Form 988M) 04/18/2024
- .pdf Multifamily Certificate of Corporate Secretary (Form 989M) 04/18/2024
- .pdf Certificate of Limited Liability Company Secretary/Authorized Representative (Form 990M) 04/18/2024
- .pdf Warehouse Lender Release of Security Interest (Form 996M)
- .zip Value-Add Monitoring (Form 1028)
- .xls Reserves Held in Custodial Accounts (Form 1056) 06/15/2023
- .pdf Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions (Form 1057A) 10/20/2022
- .pdf Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account (Form 1057) 06/15/2023
- .pdf Letter Agreement for Servicer's Reserve Custodial Account (Form 1058) 10/20/2022
- .pdf Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account (Form 1059) 06/15/2023
- .pdf Letter Agreement for Reserve Custodial Account (Form 1060) 10/20/2022
- .pdf Certificate of Incumbency and Authority To Draft Against Custodial Accounts (Form 1061)
- .pdf Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts (Form 1061A)
- .pdf Sight Draft (Form 1062)
- .pdf Notice Letter - Alternative CE Bond Billing Procedure (Form 1063)
- .pdf Authorization for Automatic Transfer of Funds from a Principal and Interest Custodial Account Through the ACH (Form 1064) 06/15/2023
- .pdf Report of IRS Form 1099-A and 1099-C Filings (Form 1065M)
- .pdf Legal Referral Form (Form 1101)
- .zip Seismic Risk Assessment Summary (Form 1102)
- .zip Environmental Site Assessment (Form 1103) 05/22/2025
- .zip Green Report (Form 1106) 12/14/2023
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Multifamily Seller/Servicer Change Notification (Form 1107M)
06/13/2024
To view this form, download and open the form in Adobe Reader
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Physical Risk Report (Form 1108)
05/22/2025
Use this physical risk report for Conventional and Targeted Affordable Housing Loans
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Multifamily Annual Certification Report - Servicer Only (Form 1110M)
05/16/2022
To access these forms, you will need a valid User ID and password for the Multifamily Eligibility System (MES). Contact your system administrator for access to the MES.
- .pdf Certification - Organizational Chart (Form 1114) 06/13/2024
- .zip Borrower and Key Borrower Principal Certificate (Form 1115) - 06/13/2024 06/13/2024
- .xls Real Estate Schedule (Form 1116) 02/27/2025
- .xls Student Housing Questionnaire (Form 1120)
- .pdf Borrower Application for Partial Release or Easement (Form 1125)
- .pdf Acknowledgement of Property Improvement Alterations (Form 1126)
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Seller/Servicer Certification of Insurance Coverage (Form 1133)
To access this form you will need a valid User ID and password for the Insurance Compliance Tool (ICT). Contact your system administrator for access to the ICT.
- .pdf Hazard Loss Notification and Plan (Form 1140) 09/14/2023
- .pdf Hazard Loss Disbursement Request (Form 1140-DR) 09/14/2023
- .xls Multifamily Principal & Interest Custodial Account Reconciliation Worksheet (Form 1143)
- .pdf Verification of Collections (Form 1144)
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System Administrator Add/Update/Remove Request (Form 1146)
To view this form, download and open the form in Adobe Reader
- .pdf System User Verification and Certification (Form 1148)
- .pdf System Administrator Verification and Certification (Form 1149)
- .pdf Wire Transfer Authorization - Non-Warehoused Mortgage (Form 1150)
- .zip Green Retrofits Certification (Form 1209)
- .xls Forward Commitment Monitoring Report (Form 5150)
- .pdf Waiver of 50-page Limit for SBL Appraisal (Form 6011)
- .zip Borrower and Key Borrower Principal Blanket Certification (Form 1112) 12/12/2024
- .zip Borrower and Key Borrower Principal Certificate (Form 1115) - 07/01/2025 07/01/2025
- .pdf Employer Enabled Permanent Supportive Housing Borrower Certification (Form 1134) 08/15/2024
- .zip Potential Fraud Tip Reporting (Form 1129) 02/27/2025
- .xls Property Condition Assessment (Form 1105) 12/12/2024
- .xls SBL Physical Risk Report (Form 1104) 12/12/2024
- .pdf Transfer of Securitized Servicing Agreement (Form 983M) 08/15/2024
- .pdf Wire Transfer Authorization (Form 483M) 04/18/2024
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Multifamily Annual Certification Report (Form 16M)
05/21/2022