Purchase & Deliver
Applications
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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
- .doc Final Delivery Instructions - Immediate Cash and TAH Unfunded Forward Cash, and TEL at Conversion 10/04/2022
- .xls Final Delivery Package Table of Contents - Immediate Cash Loan and TAH Unfunded Forward (Cash) at Conversion 10/01/2021
- .doc Final Delivery Package Table of Contents - TEL (Conversion) 10/01/2021
- .doc Final Delivery Package Table of Contents - TEL (Immediate) 10/01/2021
- .xls Final Delivery Package Table of Contents - SBL 10/01/2020
- .doc Final Delivery Package Table of Contents - TEL (Forward) 10/01/2020
- .doc Seller's Title Insurance Certification 10/01/2020
- .doc Replacement Page Authorization - Non-Recorded Documents 04/15/2020
- .doc Bailee Acknowledgment Form for Optigo Lenders and Closing Counsel 04/08/2020
- .doc Final Delivery Instructions - SBL 07/08/2019
- .pdf MF Document Transmittal Form 03/27/2017
- .doc Commitment / Seller Correction - SBL 03/03/2016
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Numbered Guide Forms
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Form 16M: Multifamily Annual Certification Report
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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Form 17M: Multifamily Annual Certification Report - Structured Transaction & Tax-Exempt Bond Seller/Servicers 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 Form 104: Loan and Real Estate Owned (REO) Expenses and Income
- .pdf Form 483M: Wire Transfer Authorization
- .pdf Form 921: Letter of Credit - SBL Certification
- .pdf Form 981M: Transfer of Servicing Agreement
- .pdf Form 987M: Wire Transfer Authorization - Cash Warehouse Delivery
- .pdf Form 988M: Multifamily Certificate of Authorized Representative
- .pdf Form 989M: Multifamily Certificate of Corporate Secretary
- .pdf Form 990M: Certificate of Limited Liability Company Secretary/Authorized Representative
- .pdf Form 996M: Warehouse Lender Release of Security Interest
- .zip Form 1028: Value-Add Monitoring
- .xls Form 1056: Reserves Held in Custodial Accounts
- .pdf Form 1057A: Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 10/20/2022
- .pdf Form 1057: Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 12/15/2022
- .pdf Form 1058: Letter Agreement for Servicer's Reserve Custodial Account 10/20/2022
- .pdf Form 1059: Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 12/15/2022
- .pdf Form 1060: Letter Agreement for Reserve Custodial Account 10/20/2022
- .pdf Form 1061: Certificate of Incumbency and Authority To Draft Against Custodial Accounts
- .pdf Form 1061A: Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts
- .pdf Form 1062: Sight Draft
- .pdf Form 1063: Notice Letter - Alternative CE Bond Billing Procedure
- .pdf Form 1065M: Report of IRS Form 1099-A and 1099-C Filings 10/21/2021
- .pdf Form 1101: Legal Referral Form
- .zip Form 1102: Seismic Risk Assessment Summary
- .zip Form 1103: Environmental Site Assessment
- .zip Form 1104: SBL Physical Risk Report 12/15/2022
- .zip Form 1105: Property Condition Assessment 12/15/2022
- .zip Form 1106: Green Report
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Form 1107M: Multifamily Seller/Servicer Change Notification 08/26/2021
To view this form, download and open the form in Adobe Reader
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Form 1108: Physical Risk Report 12/15/2022
Use this physical risk report for Conventional and Targeted Affordable Housing Loans
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Form 1110M: Multifamily Annual Certification Report - Servicer Only 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 Form 1114: Certification - Organizational Chart
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Form 1115 SBL: SBL-Borrower and Borrower Principal Certificate
To view this form, download and open the form in Adobe Reader
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Form 1115: Borrower and Borrower Principal Certificate
To view this form, download and open the form in Adobe Reader
- .xls Form 1116: Real Estate Schedule
- .xls Form 1120: Student Housing Questionnaire
- .pdf Form 1125: Borrower Application for Partial Release or Easement
- .pdf Form 1126: Acknowledgement of Property Improvement Alterations 04/15/2021
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Form 1133: Seller/Servicer Certification of Insurance Coverage
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 Form 1140: Hazard Loss Notification and Plan
- .pdf Form 1140-DR: Hazard Loss Disbursement Request
- .xls Form 1143: Multifamily Principal & Interest Custodial Account Reconciliation Worksheet
- .pdf Form 1144: Verification of Collections
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Form 1146: System Administrator Add/Update/Remove Request
To view this form, download and open the form in Adobe Reader
- .pdf Form 1148: System User Verification and Certification 04/15/2021
- .pdf Form 1149: System Administrator Verification and Certification
- .pdf Form 1150: Wire Transfer Authorization - Non-Warehoused Mortgage
- .zip Form 1209: Green Retrofits Certification 06/17/2021
- .xls Form 5150 - Forward Commitment Monitoring Report
- .pdf Form 6011: Waiver of 50-page Limit for SBL Appraisal
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Form 16M: Multifamily Annual Certification Report