Substantial Rehabilitation Two-Stage Documents
Substantial Rehabilitation - 2-Stage - Initial Submission
Application Location
- Firm Application Instructions
- Lenders FHA Number Request Form
- Substantial Rehabilitation Initial Submission Firm Application Checklist
- Certification for Electronic Submittal
- Lender Review Checklist for Previous Participation Certifications Submitted Via Consolidated Certifications
- Lender Narrative
- Maximum Insurable Loan Calculation
- Initial Submission Firm Commitment
- Consolidated Certification - Lender
- Contact Sheet
- Request for Waiver of Housing Directive
- Initial Operating Deficit Escrow Calculation Template
- Initial Operating Deficit Escrow Calculation Template – Private Pay Sample
- Consolidated Certification - Borrower
- Financial Statement Certification
- Consolidated Certification - Principal of the Borrower
- Personal Financial and Credit Statements
- Consolidated Certification - Operator
- Addendum to Operating Lease
- Subordination, Non-Disturbance and Attornment Agreement of Operating Lease (SNDA)
- Operator Estoppel Certificate
- Consolidated Certification - Parent of Operator
- Management Certification-Residential Care Facility
- Consolidated Certification - Management Agent
- Certification of Outstanding Obligations
- Insurance Termination Request
- Survey Instructions and Borrower's Certification
- Building Codes Certification
- Lease Addendum
- Staffing Schedule
- Affirmative Fair Housing Marketing Plan
Environmental Documents
HUD Tools for Firm Commitment Applications
Substantial Rehabilitation - 2-Stage - Final Submission
Sub Rehab - 2-Stage - Final Submission
- Firm Application Instructions
- Substantial Rehabilitation Final Submission Firm Application Checklist
- Lender Narrative
- Maximum Insurable Loan Calculation
- Amended and Restated Firm Commitment
- Consolidated Certification - Lender
- Contact Sheet
- Request for Waiver of Housing Directive
- Initial Operating Deficit Escrow Calculation Template
- Initial Operating Deficit Escrow Calculation Template – Private Pay Sample
- Consolidated Certification - Borrower
- Financial Statement Certification
- Consolidated Certification - Principal of the Borrower
- Personal Financial and Credit Statements
- Consolidated Certification - Operator
- Addendum to Operating Lease
- Subordination, Non-Disturbance and Attornment Agreement of Operating Lease (SNDA)
- Operator Estoppel Certificate
- Consolidated Certification - Parent of Operator
- Management Certification-Residential Care Facility
- Consolidated Certification - Management Agent
- Certification of Outstanding Obligations
- Insurance Termination Request
- Survey Instructions and Borrower's Certification
- Lease Addendum
- Staffing Schedule
- Affirmative Fair Housing Marketing Plan
- Operator Security Agreement
- Intercreditor Agreement
- Accounts Receivable Financing Certification
- Accounts Receivable Terms Review Memo
- Consolidated Certification - General Contractors
- Financial Statement Certification-General Contractor
- Supplementary Conditions of the Contract for Construction
- Contractor's and/or Mortgagor's Cost Breakdown
- HUD Amendment to B108
- Design Architect Certification
- Design Professional's Certification of Liability Insurance
Lender Tools for Initial Loan Closings
- ORCF Closing Document Portal Naming Convention
- HUD Attorney Closing Checklist
- HUD Attorney Closing Punchlist
- Refund Request
- Healthcare Regulatory Agreement - Borrower
- Healthcare Regulatory Agreement - Operator
- Security Instrument/Mortgage/Deed of Trust
- Healthcare Facility Note
- Residual Receipts Note - Non Profit Mortgagor
- Surplus Cash Note
- Subordination, Non-Disturbance and Attornment Agreement of Operating Lease (SNDA)
- Subordination Agreement - Financing
- Operator Security Agreement
- Addendum to Operating Lease
- Management Certification—Residential Care Facility
- Operator Estoppel Certificate
- Instructions to Guide for Opinion of Borrower’s and Operator’s Counsel
- Exhibit A to Opinion of Borrower's Counsel - Certification
- Guide for Opinion of Borrower's Counsel
- Guide for Opinion of Operator's Counsel and Certification
- Initial Operating Deficit Escrow Calculation Template
- Minor Moveable Escrow
- Latent Defects Escrow
- Escrow Agreement for Operating Deficits
- Design Professional's Certification of Liability Insurance
- Agreement and Certification
- Building Loan Agreement
- Building Loan Agreement Supplemental
- Completion Assurance
- Construction Contract
- Supplementary Conditions of the Contract for Construction
- Offsite Bond - Dual Obligee
- Performance Bond - Dual Obligee
- Payment Bond
- Request for Endorsement
- Working Capital Escrow
- Memo for Post-Commitment Early Start of Construction Request
- Request for Permission to Commence Construction Prior to Initial Endorsement for Mortgage Insurance (Post-Commitment Early Start of Construction)
- A/R Financing Certification
- Intercreditor Agreement (for AR Financed Projects)
- Master Lease Addendum
- Cross-Default Guaranty of Subtenants
- Master Lease SNDA
- Guide for Opinion of Master Tenant’s Counsel
- Healthcare Regulatory Agreement - Master Tenant
- Master Lease Estoppel Agreement
- Master Tenant Security Agreement
- Sample Master Lease Facilities Table
- Request for Waiver of Housing Directive
- Survey Instructions and Borrower’s Certification
- Lease Addendum
- Design Architect Certification
- HUD Amendment to B108
- Special Conditions Matrix
- Lender's Certification - Insurance Coverage
Lender Tools for Final Loan Closings
- HUD Attorney Final Closing Checklist
- Operator Estoppel Certificate
- Instructions to Guide for Opinion of Borrower’s and Operator’s Counsel
- Exhibit A to Opinion of Borrower's Counsel - Certification
- Guide for Opinion of Borrower's Counsel
- Guide for Opinion of Operator's Counsel and Certification
- Request Approval Advance of Escrow Funds
- Financial Statement Certification - General Contractor
- Lender Certification for New Construction Cost Certifications
- Escrow Agreement for Incomplete Construction
- Request for Final Endorsement
Security Instrument/ Mortgage/ Deed of Trust Addenda (various states)
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Commonwealth of the Northern Mariana Islands
- Colorado
- Delaware
- Florida
- Georgia
- Guam
- Hawaii
- Iowa
- Idaho
- Illinois
- Indiana
- Kansas
- Louisiana
- Massachusetts
- Maryland
- Maine
- Michigan
- Minnesota
- Missouri
- Mississippi
- Montana
- North Carolina
- Nebraska
- New Hampshire
- New Jersey
- New Mexico
- Nevada
- New York
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Virginia
- Virgin Islands
- Vermont
- Washington State
- Wisconsin
- West Virginia
- Wyoming
Healthcare Facility Note - Rider (various states)