Purchase & Deliver
Applications
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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) 08/17/2023
- .pdf Final Delivery Instructions and Final Delivery Package Table of Contents - TEL (Conversion) 08/17/2023
- .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) 08/17/2023
- .pdf Final Delivery Instructions and Final Delivery Package Table of Contents – SBL 08/17/2023
- .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
- .html Form 16M - Multifamily Annual Certification Report 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.
- .html 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 09/14/2023
- .pdf Form 921 - Letter of Credit - SBL Certification
- .pdf Form 981M - Transfer of Servicing Agreement 02/22/2024
- .pdf Form 987M - Wire Transfer Authorization - Cash Warehouse Delivery
- .pdf Form 988M - Multifamily Certificate of Authorized Representative 02/22/2024
- .pdf Form 989M - Multifamily Certificate of Corporate Secretary 02/22/2024
- .pdf Form 990M - Certificate of Limited Liability Company Secretary/Authorized Representative 02/22/2024
- .pdf Form 996M - Warehouse Lender Release of Security Interest
- .zip Form 1028 - Value-Add Monitoring
- .xls Form 1056 - Reserves Held in Custodial Accounts 06/15/2023
- .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 06/15/2023
- .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 06/15/2023
- .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 1064 - Authorization for Automatic Transfer of Funds from a Principal and Interest Custodial Account Through the ACH 06/15/2023
- .pdf Form 1065M - Report of IRS Form 1099-A and 1099-C Filings
- .pdf Form 1101 - Legal Referral Form
- .zip Form 1102 - Seismic Risk Assessment Summary
- .zip Form 1103 - Environmental Site Assessment 09/14/2023
- .xls Form 1104 - SBL Physical Risk Report 08/17/2023
- .zip Form 1105 - Property Condition Assessment 12/14/2023
- .zip Form 1106 - Green Report 12/14/2023
- .zip Form 1107M - Multifamily Seller/Servicer Change Notification 12/14/2023 To view this form, download and open the form in Adobe Reader
- .zip Form 1108 - Physical Risk Report 09/14/2023 Use this physical risk report for Conventional and Targeted Affordable Housing Loans
- .html 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 06/15/2023
- .pdf Form 1115 - Borrower Certificate 08/17/2023
- .pdf Form 1115 - Key Borrower Principal Certificate 08/17/2023
- .pdf Form 1115SBL - Borrower Certificate – SBL 08/17/2023
- .pdf Form 1115SBL - Key Borrower Principal Certificate – SBL 08/17/2023
- .xls Form 1116 - Real Estate Schedule 06/15/2023
- .xls Form 1120 - Student Housing Questionnaire
- .pdf Form 1125 - Borrower Application for Partial Release or Easement
- .pdf Form 1126 - Acknowledgement of Property Improvement Alterations
- .html 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 09/14/2023
- .pdf Form 1140-DR - Hazard Loss Disbursement Request 09/14/2023
- .xls Form 1143 - Multifamily Principal & Interest Custodial Account Reconciliation Worksheet
- .pdf Form 1144 - Verification of Collections
- .pdf 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
- .pdf Form 1149 - System Administrator Verification and Certification
- .pdf Form 1150 - Wire Transfer Authorization - Non-Warehoused Mortgage
- .zip Form 1209 - Green Retrofits Certification
- .xls Form 5150 - Forward Commitment Monitoring Report
- .pdf Form 6011 - Waiver of 50-page Limit for SBL Appraisal