Multifamily Required Trade Information (Form 4097)

Guide Update 25-08

: Multifamily Required Trade Information (Form 4097)

Effective: 04/28/25

Associated Documents:

Summary of Changes:

HIGHLIGHTS
Effective for Mortgage Loans Registered as of April 28, 2025, updated the: Multifamily Required Trade Information for Cash or MBS Mortgage Loans (Form 4097); and Form 4097 Job Aid.

HIGHLIGHTS

Effective for Mortgage Loans Registered as of April 28, 2025, updated the:

Multifamily Required Trade Information for Cash or MBS Mortgage Loans (Form 4097); and
Form 4097 Job Aid.

Primary Changes

Consolidated the previous Fixed and ARM versions of the Multifamily Required Trade Information for Cash or MBS Mortgage Loans (Form 4097) into a single form.
Updated the Form 4097 Job Aid clarifying you:
- must submit Form 4097 via Excel (.xlsx) format;
- must not add additional fields to Form 4097; and
- may protect your Form 4097 Excel file as Read-Only and require a password for editing.
Added a Form 4097 link in the:
- Multifamily Additional Disclosure Guidance (Form 4098);
- Multifamily MBS Roadmap; and
- applicable Guide chapters.

Questions

Please contact Paul Konz at (202) 752-6645, or [email protected], with any questions.