Lender Memos

DUS and NT

All Lender Memos except those listed below have been superseded by previous Guide updates. The Lender Memos listed below will be incorporated into the Guide as the applicable sections are updated.

All superseded Lender Memos may be removed from your working files; however, a copy of each superseded lender memo should be retained to use as a reference when dealing with transactions underwritten in accordance with those lender memos.

Note: Each lender memo is saved as a Microsoft® Word file.

2014
NumberDateTitle
14-03 04/07/14 Updates to Multifamily Required Trade Information for Cash or MBS, and Multifamily MBS Special Disclosure Guidance
14-02 04/03/14 Fannie Mae 6000 Series Multifamily Mortgage Form Loan Documents
14-01 01/28/14 Updated Requirements for Obtaining an Early Rate Lock


2013
NumberDateTitle
13-03 09/30/13 Fannie Mae Multifamily Mortgage Business 6000 Series Form Loan Documents
13-02 08/21/13 Fannie Mae Multifamily Mortgage Business 6000 Series Form Loan Documents
13-01 03/29/13 2013 DUS Capital Standards
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2012
NumberDateTitle
12-14 12/20/12 6000 Series Multifamily Form Mortgage Loan Document Updates
12-13 12/13/12 Updates to Fannie Mae Multifamily Underwriter's Data Form (Form 4662 - Version 4.0)
12-12 11/08/12 Confirmation Process for Pre-Commitment and Delivery of Mortgage Loans Secured by Properties Affected by Hurricane Sandy
12-11 11/02/12 Servicer Assessment of Property Damage Attributed to Hurricane Sandy
12-10 10/17/12 Loan Delivery Timing Requirements for all Newly Originated Securitized Mortgage Loans
12-09 09/26/12 Lender Debt and Equity Interests in Mortgage Loans
12-08 09/17/12 Streamlined Rate Lock Commitment
12-07 08/24/12 Loan Document Modification Process
12-05 06/15/12 Fannie Mae Multifamily Mortgage Business 6000 Series Form Loan Documents
12-04 05/01/12 Fannie Mae 2011 Multifamily Mortgage Business Form Loan Documents
12-02 01/18/12 Updates to the Fannie Mae Multifamily Underwriter's Data Form (Form 4662)
12-01 01/06/12 Changes to the DUS Capital Standard
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2011
NumberDateTitle
11-09 11/17/11 Quarterly Operating Statement Requirements
11-07 08/26/11 MBS Special Disclosure
11-06 08/02/11 Fannie Mae Multifamily Form Mortgage Loan Documents
11-05 07/18/11 Property Assessment Form (Catastrophic Loss), Form 4261
11-03 06/02/11 2011 Multifamily Loan Documents
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2010
NumberDateTitle
10-05 05/04/10 Update to the Underwriter's Data Form (Form 4662)
10-03 01/20/10 Creditors' Rights Endorsement, Certificate of Borrower and Underwriting Certificate
10-02 01/12/10 Forward Executions
10-01 01/06/10 Updates to HCD IE Portal for Operating Statements and Advance 30-Day Notification
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2009
NumberDateTitle
09-23 12/15/09 Adjustable Rate MBS in Credit Facility and Bulk Delivery Transactions
09-22 11/24/09 Changes to Loan Documents
09-17 08/07/09 Yield Maintenance/Constant Maturity Treasury Index
09-15 07/30/09 Update to Quarterly Financial Statement Submission Requirements
09-14 07/13/09 Maturity Management
09-12 06/02/09 Maturity Management
09-10 04/08/09 Fixed Rate MBS Credit Facility and Bulk Delivery Transactions
09-09 03/25/09 HCD Information Exchange Update -- 2009 Property Operating Statement and Property Inspections Submission Process
09-08 03/03/09 Transfer/Assumption of Borrower Recourse Mortgage Loans for Negotiated Transactions
09-07 02/26/09 Multifamily Authorization for Automatic Transfer of Funds (Form 1055)
09-06 02/23/09 MBS/DUS Eligibility for DUS ARM and Fixed Rate Graduated Prepayment Premiums
09-01 01/29/09 New 2009 Multifamily Master Trust Agreement for MBS and DMBS, Amended and Restated 2007 Multifamily Master Trust Agreement for MBS and DMBS, and Revisions to the DUS Guide
09-01 01/29/09 New 2009 Multifamily Master Trust Agreement for MBS and DMBS, Amended and Restated 2007 Multifamily Master Trust Agreement for MBS and DMBS, and Revisions to the Negotiated Transactions Guide
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2008
NumberDateTitle
08-21 12/23/08 Fixed+1
08-19 10/24/08 Mortgage Loan Delinquency Management Process and Procedures
08-16 08/07/08 Bond Credit Enhancement
08-15 07/30/08 Hybrid ARM for Small Mortgage Loans
08-14 07/14/08 Delinquent Mortgage Loan Reporting and Certification Requirements
08-13 07/01/08 Release of CESIR™ 4.0
08-12 06/16/08 MAH Unfunded Forward Rate Enhancements
08-11 06/13/08 Revisions to the Deal Management Application; Loan Documents
08-10 05/22/08 Refi Plus™
08-09 05/20/08 HCD Information Exchange -- Property Inspection and Operating Statement Submission Improvements
08-07 04/30/08 Update on Implementation for HCD Information Exchange
08-06 04/15/08 MATS ERL™
08-04 02/27/08 New Submission Process for Property Inspections and Property Financials
08-03 01/30/08 Update to Disclosure Delivery Timelines
08-02 01/15/08 Multifamily Quote Sheet Form
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Important Legal Notice
Any multifamily lender is authorized to reproduce verbatim and use the forms accessible from this page solely in the course of its regular lending business activities. All other restrictions described in the Legal Information section of the Web site remain in full effect. All conditions applicable to Fannie Mae approved Multifamily Lenders remain in full effect. All users are advised that most changes to the Fannie Mae form Loan Documents (even those made using a standard Fannie Mae modification Exhibit or Schedule) must be approved in writing by Fannie Mae prior to the delivery for purchase of any Multifamily Loan to Fannie Mae.

The forms accessible from this page are revised on a regular basis. Fannie Mae is not responsible to notify any user, other than Fannie Mae approved Multifamily Lenders, of any changes made to the Loan Documents. The user is responsible for determining whether it has the most up-to-date publication.