Multifamily Mortgage Delivery Checklists

Preliminary Underwriting Packages

Standard Delivery

Early Rate-Lock Delivery Option

• Bond Credit Enhancement
• Conventional Cash Program [PDF 17K]
• Seniors Housing Product [PDF 17K]
• Streamlined Refinance Product [PDF 17K]
• Supplemental Mortgage Product [PDF 17K] for a Supplemental Mortgage Subsequent to an Existing Freddie Mac First Mortgage
• Supplemental Mortgage Product [PDF 17K] for a Split Mortgage

• Conventional Cash Program [PDF 29K]
• Seniors Housing Product [PDF 30K]
• Streamlined Refinance Product [PDF 20K]
• Supplemental Mortgage Product [PDF 20K] for a Supplemental Mortgage Subsequent to an Existing Freddie Mac First Mortgage
• Supplemental Mortgage Product [PDF 29K] for a Split Mortgage

Full Underwriting Packages

Standard Delivery

Early Rate-Lock Delivery Option

• Bond Credit Enhancement
• Conventional Cash Program [PDF 28K]
• Seniors Housing Product [PDF 31K]
• Streamlined Refinance Product [PDF 32K]
• Supplemental Mortgage Product [PDF 32K] for a Supplemental Mortgage Subsequent to an Existing Freddie Mac First Mortgage
• Supplemental Mortgage Product [PDF 30K] for a Split Mortgage

• Conventional Cash Program [PDF 21K]
• Seniors Housing Product [PDF 19K]
• Streamlined Refinance Product [PDF 31K]
• Supplemental Mortgage Product [PDF 28K] for a Supplemental Mortgage Subsequent to an Existing Freddie Mac First Mortgage
• Supplemental Mortgage Product [PDF 19K] for a Split Mortgage

TAH Underwriting File Submission Lists

• TAH Bond Conversion Underwriting Submission List [DOC 108K]
• TAH Bond Forward Commitment Underwriting Submission List [DOC 462K]
• TAH Cash Conversion Underwriting Submission List [DOC 463K]
• TAH Cash Forward Commitment Underwriting Submission List [DOC 121K]

Final Delivery Packages

Instructions for Completing Mortgage Documents

Tables of Contents

• Adjustable Rate Note Checklist [DOC 141K]
• Fixed Rate Note Checklist [DOC 139K]
• Fixed to Float Note Checklist [DOC 149K]
• Float to Fixed to Float Note Checklist [DOC 143K]
• Fixed Rate & Fixed-To-Float Checklist [DOC 130K]
• Special Products Checklist (Including Adjustable Rate) [DOC 238K]

• Final Delivery Package Table of Contents [DOC 164K]
• TAH Final Delivery Package Table of Contents – Core [DOC 99K]
• TAH Final Delivery Package Table of Contents – Non-Core [DOC 128K]
• TAH Final Delivery Package Table of Contents – Bond [DOC 171K]