MassHousing Lender Forms and Resources
On this page, MassHousing partner lenders will find all of the forms and documents they need to originate, register and close MassHousing Mortgage loans. If you have questions or need assistance, please contact your MassHousing Relationship Manager at 888.843.6432 or homeownership@masshousing.com.
Lender Resources
Affordable Deed Rider (B-010)
MI Underwriting Matrix (Non-MassHousing Loans)
Doc Sets
FTHB (including FHA)
Product Codes: 1001FTHB, 1002FTHB, 1004, 2001FTHB, 2002FTHB, 2004, 3004FTHB
Borrower Forms
B-001 Borrower's Affidavit and Disclosure of Federal Subsidy Recapture
B-003 Uniform Mortgage Rider
B-011 MassHousing Homeowner Questionnaire
B-012 Appraisal Report, Borrower's Acknowledgement
Lender Forms
L-101HFA Advantage/HFA Preferred Income Limits: Word | PDF
L-101FTHB Income Limits: Word | PDF
L-103 Notice of Servicing Transfer
L-105 Appraisal Independence Certification
Non-FTHB
Product Codes: 1001, 1002, 2001, 2002
Borrower Forms
B-011 MassHousing Homeowner Questionnaire
B-012 Appraisal Report, Borrower's Acknowledgement
Lender Forms
L-101HFA Advantage/HFA Preferred Income Limits: Word | PDF
L-103 Notice of Servicing Transfer
L-105 Appraisal Independence Certification
WFA 4.0 (including FHA)
Product Codes: 1006, 2006, 3005
Borrower Forms
B-001 Borrower's Affidavit and Disclosure of Federal Subsidy Recapture
B-003 Uniform Mortgage Rider
B-011 MassHousing Homeowner Questionnaire
B-012 Appraisal Report, Borrower's Acknowledgement
Lender Forms
L-101 WFA & WFA/FHA Income Limits: Word | PDF
L-103 Notice of Servicing Transfer
L-105 Appraisal Independence Certification
WFA 4.0 DPA (including FHA)
DPA Product Code: 4005
Borrower Forms
Freddie Mac/Fannie Mae Form 3800.22: Standardized Subordinate Security Instrument
Freddie Mac/Fannie Mae Form 3297: Multistate Subordinate Standardized Deferred Payment Note (Simple Interest - Zero)
B-008WFA DPA Mortgage Repayment Terms
B-009WFA DPA Truth in Lending (an LE/CD can be used in lieu of)
Lender Forms
WFA/WFA FHA DPA Instructions
L-101 WFA & WFA/FHA Income Limits: Word | PDF
L-103 Notice of Servicing Transfer
Eligible 1st Mortgage Product Pairing: 1006, 2006, 3005
DPA (including Rehab)
DPA Product Code: 4004
Borrower Forms
Freddie Mac/Fannie Mae Form 3800.22: Standardized Subordinate Security Instrument
Freddie Mac/Fannie Mae Form 3295: Multistate Subordinate Standardized Amortizing Note
Lender Forms
Down Payment Assistance (DPA) Instructions
L-101HFA Advantage/HFA Preferred Income Limits: Word | PDF
L-101FTHB Income Limits: Word | PDF
L-103 Notice of Servicing Transfer
Eligible 1st Mortgage Product Pairing:1001FTHB, 1002FTHB, 1004, 2004, 2001FTHB, 2002FTHB, 1001FTHBREHAB, 1002FTHBREHAB, 1004REHAB, 2001FTHBREHAB, 2002FTHBREHAB, 2004REHAB, 3004FTHB
FTHB with Rehab
Product Codes: 1001FTHBREHAB, 1002FTHBREHAB, 1004REHAB, 2001FTHBREHAB, 2002FTHBREHAB, 2004REHAB
Borrower Forms
B-001 Borrower's Affidavit and Disclosure of Federal Subsidy Recapture
B-003 Uniform Mortgage Rider
B-004 Rehabilitation Loan Rider
B-011 MassHousing Homeowner Questionnaire
B-012 Appraisal Report, Borrower's Acknowledgement
Lender Forms
L-101HFA Advantage/HFA Preferred Income Limits: Word | PDF
L-101FTHB Income Limits: Word | PDF
L-103 Notice of Servicing Transfer
L-105 Appraisal Independence Certification
Non-FTHB with Rehab
Product Codes: 1001REHAB, 1002REHAB, 2001REHAB, 2002REHAB, 2004REHAB
Borrower Forms
B-004 Rehabilitation Loan Rider
B-011 MassHousing Homeowner Questionnaire
B-012 Appraisal Report, Borrower's Acknowledgement
Lender Forms
L-101HFA Advantage/HFA Preferred Income Limits: Word | PDF
L-103 Notice of Servicing Transfer
L-105 Appraisal Independence Certification
WFA 3.0 DPA (including FHA)
DPA Product Code: 4003
Borrower Forms
Freddie Mac/Fannie Mae Form 3800.22: Standardized Subordinate Security Instrument
Freddie Mac/Fannie Mae Form 3297: Multistate Subordinate Standardized Deferred Payment Note (Simple Interest - Zero)
B-008WFA DPA Mortgage Repayment Terms
B-009WFA DPA Truth in Lending (an LE/CD can be used in lieu of)
Lender Forms
WFA/WFA FHA DPA Instructions
L-101 WFA & WFA/FHA Income Limits: Word | PDF
L-103 Notice of Servicing Transfer
Eligible 1st Mortgage Product Pairing: 1005, 2005, 3003
DPA (including Rehab)
DPA Product Code: 4001
Borrower Forms
Freddie Mac/Fannie Mae Form 3800.22: Standardized Subordinate Security Instrument
B-006DPA Down Payment Assistance Note
Lender Forms
Down Payment Assistance (DPA) Instructions
L-101HFA Advantage/HFA Preferred Income Limits: Word | PDF
L-101FTHB Income Limits: Word | PDF
L-103 Notice of Servicing Transfer
Eligible 1st Mortgage Product Pairing: 1001FTHB,1002FTHB,1004, 2004, 2001FTHB, 2002FTHB, 1001FTHBREHAB, 1002FTHBREHAB, 1004REHAB, 2001FTHBREHAB, 2002FTHBREHAB, 2004REHAB
Income Certification
WFA 3.0
Income Certification Instructions
L-106WFA Income Certification Worksheet
L-107WFA Certification of Zero Income
Recapture Tables
2023 Estimating Recapture Tax Table 2
2022 Estimating Recapture Tax Table 2
2021 Estimating Recapture Tax Table 2
2020 Estimating Recapture Tax Table 2
2019 Estimating Recapture Tax Table 2
2018 Estimating Recapture Tax Table 2
2017 Estimating Recapture Tax Table 2
2016 Estimating Recapture Tax Table 2
2015 Estimating Recapture Tax Table 2