Advanced Search

Seniors Housing Product Document Checklist

Full Underwriting Package
Early Rate-Lock Delivery Option

(Revised 04/2006)
(Please see referenced Multifamily Seller/Servicer Guide sections for a full description of each item listed)

Include all items (except the Mortgage transaction narrative analysis and the certified rent schedule) required by the Full Underwriting Package - Early Rate-Lock Delivery Option Checklist for the appropriate Freddie Mac Mortgage purchase program (click the appropriate link for the Conventional Cash Program, Streamlined Refinance, or Supplemental Mortgages) plus the following:

Guide Section  
Description
 
21.14(a)   Mortgage transaction narrative analysis [See Section 21.4(c)]
21.14(b)   Appraisal (See Section 21.16 and Chapter 12)
21.14(c)   Evidence of insurance, Seller/Servicer Certification of Insurance Coverage (Form 1133) and amount of required insurance premium [See Section 17.14(b) and 21.17], updated
21.14(d)   Certified rent schedule, as required in Section 21.12(c), updated if required and dated within 30 days of package submission
21.14(e)   Licenses and certificates, as required in Section 21.12(d), updated if required
21.14(f)   Real Estate Schedule addendum, as required in Section 21.12(e), updated if required
21.14(g)   Management assessment [See Section 21.4(f)]
21.14(h)   Agreement and contracts
21.14(i)   List of furniture, fixtures, equipment and motor vehicles [See Section 21.4(b)]
21.14(j)   Seniors Housing Liability Assessment (if the Property includes assisted living, Alzheimer's care or skilled nursing units) meeting the requirements set forth at http://www.freddiemac.com/multifamily/srguidelines.htm
 

© 2008 Freddie Mac