Multifamily Loan Documents
Portfolio Documents
| Notes | Seniors | ||
| Loan Agreements | Ground Lease | ||
| Security Instruments | Supplemental Liens | ||
| Guaranties | Letter of Credit | ||
| Miscellaneous | Illinois Land Trust | ||
| Certifications | |||
The pre-September 1, 2011 versions can be found at the following link: http://www.freddiemac.com/multifamily/guide/previous_portfolio.html. |
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Ground Lease
- Ground Lease Analysis (07-10-2013)
- Ground Lessor's Estoppel Certificate (08-01-2003)
- Rider to Loan Agreement – Ground Lease (09-01-2011)
- Rider to Note – Ground Lease (09-01-2011)
- Rider to Security Instrument – Ground Lease (09-01-2011)
Guaranties
- Multistate Guaranty (10-01-2013)
Riders to Guaranties
- Cross Collateralization Rider to Guaranty (02-06-2013)
- Material Adverse Change Rider to Guaranty (04-25-2013)
- Minimum Net Worth and Liquidity Rider to Guaranty (10-01-2013)
- Term Of Existence Of Guarantor Expiring Prior To Maturity Date Rider to Guaranty
(08-07-2013)
Illinois Land Trust
- Beneficiary's Undertaking (09-01-2011)
- Collateral Assignment of Beneficial Interest (09-01-2011)
- Combined Security Agreement and Assignment of Leases (09-01-2011)
- Rider to Loan Agreement – IL Land Trust (09-01-2011)
- Rider to Note – IL Land Trust (09-01-2011)
- Rider to Security Instrument – IL Land Trust (09-01-2011)
Letter of Credit
- Letter of Credit (07-07-2009)
- Letter of Credit Certification (07-07-2009)
Notes
- Demand Promissory Note (09-10-2013)
- Florida Amended and Restated Note (02-20-2004)
- Maryland Amended and Restated Note (02-20-2004)
- Note Adjustable Rate (04-25-2013)
- Note Fixed Rate (04-25-2013)
Riders to Notes
- Aluminium Wiring Recourse Rider to Note (09-01-2011)
- Cross Collateralization Rider to Note (02-06-2013)
- Declining Prepayment Rider to Note (09-01-2011)
- Fixed to Float Terms Rider to Note (09-01-2011)
- Galvanized Steel or Polybutylene Piping Recourse Rider to Note (01-11-2012)
- Longer Window Period Rider to Note.doc (09-01-2011)
- Non Conforming Property Recourse Rider to Note (09-01-2011)
- Prepaid Rents Recourse Rider to Note (04-25-2013)
- Prepayment at Par Rider to Note (09-01-2011)
- Primary Access by Easement or Private Road Rider to Note (09-10-2013)
- Regulatory Agreement Default Recourse Rider to Note (10-01-2012)
- Shared Amenities, Management Office, or Other Shared Facilities Rider to Note (09-10-2013)
- Tax Credit Regulatory Agreement Default Recourse Rider to Note (07-10-2013)
Loan Agreements
- Loan Agreement (10-01-2013)
Please note: for seniors housing loans, use the seniors loan agreement found under the "Seniors" section of this page.
Riders to Loan Agreements
Transfer Provisions
- Affiliate Transfer Rider to Loan Agreement (11-30-2012)
- Buy Sell Transfer Rider to Loan Agreement (11-30-2012)
- Conversion of LP to LLC Rider to Loan Agreement (07-10-2013)
- Death of Principal Resulting in Transfer Rider to Loan Agreement (11-30-2012)
- Limited Partner or Non Managing Member Transfer Rider to Loan Agreement (04-25-2013)
- Pension Fund Transfer Rider to Loan Agreement (11-30-2012)
Escrow & Reserves
- Debt Service Reserve Rider to Loan Agreement (04-25-2013)
- Ground Fault Interrupter Outlets No Disbursement from Repair Fund Rider to Loan Agreement (09-01-2011)
- Rate Cap Agreement Reserve Rider to Loan Agreement (04-25-2013)
- Rental Achievement Cash Reserve NOI Rider to Loan Agreement (04-25-2013)
- Rental Achievement Cash Reserve Occupancy Income Rider to Loan Agreement (04-25-2013)
- Rental Achievement Letter of Credit NOI Rider to Loan Agreement (04-25-2013)
- Rental Achievement Letter of Credit Occupancy Income Rider to Loan Agreement (04-25-2013)
- Repair Reserve Fund Partially Funded Rider to Loan Agreement (10-01-2013)
- Repair Reserve Fund Radon Screening & Long Term Testing Rider to Loan Agreement (10-01-2013)
- Repair Reserve Fund Radon Testing Rider to Loan Agreement (10-01-2013)
- Repair Reserve Fund Rider to Loan Agreement (10-01-2013)
- Replacement Reserve Fund Additional Deposit Rider to Loan Agreement (09-01-2011)
- Replacement Reserve Fund Deferred Deposits Rider to Loan Agreement (03-29-2012)
- Replacement Reserve Fund Immediate Deposits Rider to Loan Agreement (01-11-2012)
- Replacement Reserve Fund Monthly Deposit Cap Rider to Loan Agreement (03-29-2012)
- Required Averaged Capital Expenditures Rider to Loan Agreement (09-01-2011)
- Required Yearly Capital Expenditures Rider to Loan Agreement (09-01-2011)
- Section 8 Reserve Rider to Loan Agreement (04-25-2013)
Miscellaneous
- Additional Provisions Loans $25M or Greater Rider to Loan Agreement (01-15-2013)
- Aluminum Wiring Rider to Loan Agreement (09-01-2011)
- Condominium 100% Owned Rider to Loan Agreement (04-25-2013)
- Condominium Partially Owned Rider to Loan Agreement (04-25-2013)
- Cooperative Unsecured Line of Credit Rider to Loan Agreement (10-01-2012)
- Corporate Leases Rider to Loan Agreement (09-01-2011)
- Cross Collateralization Rider to Loan Agreement (02-06-2013)
- Entity Guarantor Rider to Loan Agreement (09-01-2011)
- Galvanized Steel or Polybutylene Piping Rider to Loan Agreement (09-01-2011)
- HAP Contract Rider to Loan Agreement (09-01-2011)
- LIHTC Regulatory Agreement Rider to Loan Agreement (09-01-2011)
- Month to Month and Corporate Leases Rider to Loan Agreement (05-25-2012)
- Month to Month Leases Rider to Loan Agreement (01-11-2012)
- Multiple Asset Entity Borrower Rider to Loan Agreement (09-01-2011)
- Multiple Asset Ownership Restrictions Rider to Loan Agreement Portfolio (09-01-2011)
- Partial Release of Unimproved Property Rider to Loan Agreement (09-01-2011)
- Prepaid Rents Rider to Loan Agreement (04-25-2013)
- Regulatory Agreement Rider to Loan Agreement (10-01-2012)
- Self Management Rider to Loan Agreement (10-01-2013)
- Tax Abatement Rider to Loan Agreement (04-24-2012)
- Tenancy in Common Borrower Rider to Loan Agreement (10-01-2013)
- Termite or Wood Damaging Insect Control Rider to Loan Agreement (09-01-2011)
- Term Of Existence Of Guarantor Expiring Prior To Maturity Date Rider to Loan Agreement (08-07-2013)
- Trade Names Rider to Loan Agreement (04-18-2013)
- Waiver of Moisture Management Plan Rider to Loan Agreement (09-01-2011)
Supplemental Liens
- Guarantors Acknowledgment of Supplemental Lien (07-20-2012)
- Supplemental Mortgage Rider to Loan Agreement (07-20-2012)
- Supplemental Mortgage Rider to Security Instrument (07-20-2012)
Security Instruments
- Uniform Covenants (04-25-2013)
- Alabama Security Instrument (09-01-2011)
- Alaska Security Instrument (09-01-2011)
- Arizona Security Instrument (09-01-2011)
- Arkansas Security Instrument (09-01-2011)
- California Security Instrument (04-25-2013)
- Colorado Security Instrument (09-01-2011)
- Connecticut Security Instrument (09-01-2011)
- Delaware Security Instrument (09-01-2011)
- District of Columbia Security Instrument (09-01-2011)
- Florida Amended and Restated Security Instrument (07-20-2012)
- Florida Security Instrument (09-01-2011)
- Georgia Security Instrument (09-01-2011)
- Hawaii Security Instrument (09-01-2011)
- Idaho Security Instrument (09-01-2011)
- Illinois Security Instrument (04-24-2012)
- Indiana Security Instrument (09-01-2011)
- Iowa Security Instrument (09-01-2011)
- Kansas Security Instrument (09-01-2011)
- Kentucky Security Instrument (09-01-2011)
- Louisiana Security Instrument (09-01-2011)
- Maine Security Instrument (09-01-2011)
- Maryland Amended and Restated Security Instrument (07-20-2012)
- Maryland Security Instrument (01-11-2012)
- Massachusetts Security Instrument (04-25-2013)
- Michigan Security Instrument (01-11-2012)
- Minnesota Security Instrument (10-01-2012)
- Mississippi Security Instrument (01-11-2012)
- Missouri Security Instrument (09-01-2011)
- Montana Security Instrument (09-01-2011)
- Nebraska Security Instrument (09-01-2011)
- Nevada Security Instrument (09-01-2011)
- New Hampshire Security Instrument (09-01-2011)
- New Jersey Security Instrument (09-01-2011)
- New Mexico Security Instrument (09-01-2011)
- New York Security Instrument (09-01-2011)
- North Carolina Security Instrument (09-01-2011)
- North Dakota Security Instrument (09-01-2011)
- Ohio Security Instrument (09-01-2011)
- Oklahoma Security Instrument (09-01-2011)
- Oregon Security Instrument (09-01-2011)
- Pennsylvania Security Instrument (09-01-2011)
- Rhode Island Security Instrument (09-01-2011)
- South Carolina Security Instrument (09-01-2011)
- South Dakota Security Instrument (09-01-2011)
- Tennessee Security Instrument (09-01-2011)
- Texas Security Instrument (09-01-2011)
- Utah Security Instrument (09-01-2011)
- Vermont Security Instrument (09-01-2011)
- Virginia Security Instrument (09-01-2011)
- Washington Security Instrument (04-25-2013)
- West Virgina Security Instrument (09-01-2011)
- Wisconsin Security Instrument (09-01-2011)
- Wyoming Security Instrument (09-01-2011)
Riders to Security Instruments
- Condominium Rider to Security Instrument (04-18-2013)
- Cross Collateralization Rider to Security Instruments (02-06-2013)
- Partial Release Rider to Security Instrument (09-01-2011)
- Tenancy in Common Rider to Security Instrument (10-01-2013)
Seniors
- Loan Agreement Seniors (10-01-2013)
- Certificate of Operator Manager (09-01-2011)
- Collateral Assignment of Licenses Certificates Permits (09-01-2011)
- Collateral Assignment of Management Agreement (09-01-2011)
- Collateral Assignment of Service Contracts (09-01-2011)
- Financing Statement Exhibit B Seniors (09-01-2011)
- Operating Lease Analysis Form (06-30-2010)
- Operators Estoppel Certificate (09-01-2011)
- Security Assignment and Subordination Agreement (09-01-2011)
- SNDA Seniors Unrelated Operator (09-01-2011)
Riders to Seniors
Transfer Provisions
- Affiliate Transfer Rider to Seniors Loan Agreement (09-01-2011)
- Buy-Sell Transfer Rider to Seniors Loan Agreement (09-01-2011)
- Death of Principal Resulting in Transfer Rider to Seniors Loan Agreement (09-01-2011)
- Limited Partner Transfer Rider to Seniors Loan Agreement (04-25-2013)
- Pension Fund Transfer Rider to Seniors Loan Agreement (09-01-2011)
Escrows & Reserves
- Debt Service Reserve Rider to Seniors Loan Agreement (04-25-2013)
- Rental Achievement Cash Reserve NOI Rider to Seniors Loan Agreement (04-25-2013)
- Rental Achievement Cash Reserve Occupancy Income Rider to Seniors Loan Agreement (04-25-2013)
- Rental Achievement Letter of Credit NOI Rider to Seniors Loan Agreement (04-25-2013)
- Rental Achievement Letter of Credit Occupancy Income Rider to Seniors Loan Agreement (04-25-2013)
- Repair Reserve Fund Rider to Seniors Loan Agreement (04-25-2013)
- Replacement Reserve Fund Deferred Deposits Rider to Seniors Loan Agreement (03-29-2012)
- Replacement Reserve Fund Immediate Deposits Rider to Seniors Loan Agreement (01-11-2012)
Miscellaneous
- Additional Mortgaged Property - Seniors Rider to Security Instrument (01-11-2012)
- Alzheimers Dementia and Memory Care Rider to Seniors Loan Agreement (01-11-2012)
- Cap Collateral Rider to Seniors Loan Agreement.doc (09-01-2011)
- Collateral Assignment of Licenses Rider to Seniors Loan Agreement (09-01-2011)
- Fixed to Float Terms Seniors Rider to Note (09-01-2011)
- Ground Lease Rider to Seniors Loan Agreement (09-01-2011)
- Insurance Claims History Rider to Seniors Loan Agreement (01-11-2012)
- Medicare and Medicaid Rider to Seniors Loan Agreement (03-20-2012)
- Operating Lease Rider to Seniors Loan Agreement (09-01-2011)
- Recourse For Waiver Of Liability Insurance Rider To Note (11-30-2012)
- Seniors Rider to Note (03-20-2012)
- Trade Names Rider to Seniors Loan Agreement (04-25-2013)
Miscellaneous
- Amendment to ERLA or Commitment (05-25-2012)
- Assignment of Consolidated Security Instruments (11-01-2000)
- Assignment of Security Instrument (11-01-2000)
- Commercial Lease Analysis Form (07-10-2013)
- Condo Conversion Analysis (11-30-2012)
- Consent to Assignment of HAP Contract (05-19-2009)
- Consolidation, Extension & Modification Agreement (02-05-2008)
- Co-Tenancy Agreement Requirements (04-25-2013)
- Cross Collateralization Agreement (02-06-2013)
- Cross Collateralization Memorandum (02-06-2013)
- Examples of Transaction Legal Issues (06-07-2006)
- Extension & Modification Agreement (02-05-2008)
- Financing Statement Exhibit B (09-01-2011)
- Guaranty of Completion - Acquisition Upgrade-Rehab (12-15-2008)
- HAP Contract Questionnaire (07-22-2002)
- Investment Fund Analysis (03-05-2013)
- Loan Documentation Modification Amendment (10-27-2010)
- Omnibus Assignment (04-25-2013)
- Preferred Equity Analysis (06-04-12)
- Repair Letter – Operational Repairs (10-31-2012)
- SNDA for Leases (11-17-2003)
- SNDA for Service Agreements (07-22-2002)
- Subordination Agreement – Governmental Entity (05-25-2012)
- Subordination Agreement – Private Entity (05-25-2012)
- Subordination Agreement – Related Entity (05-25-2012)
- Tax Abatement / Exemption / PILOT Questionnaire (10-01-2013)
- Title Exception Analysis Form (07-10-2013)
Riders to Miscellaneous
- HAP Contract Rider to Financing Statement Exhibit B (09-01-2011)
Certifications
- Seller's Certification Regarding Certificates of Occupancy (04-24-2012)
- Seller's Counsel's Certification (04-25-2013)
- Survey Certificate (05-23-2013)