Guide Update 25-12
:  Multifamily Required Trade Information (Form 4097 Job Aid)
Effective:
Multifamily Required Trade Information (Form 4097 Job Aid) (Redline).pdf
Form 4097 Job Aid (Redline).pdf
Form 4097

HIGHLIGHTS

Effective for Mortgage Loans Registered in DUS Gateway as of June 4, 2025, updated:

 

  • the Multifamily Required Trade Information for Cash or MBS Mortgage Loans (Form 4097);
  • the Multifamily Required Trade Information (Form 4097) Job Aid; and
  • Part IV, Chapter 2, Section 2041.03: Trading Practices.

 

Primary Changes

Updated:

  • the Multifamily Required Trade Information for Cash or MBS Mortgage Loans (Form 4097):
    • to revise the form name to Multifamily Required Trade Information; and
    • add an Instructions tab;
  • the Multifamily Required Trade Information (Form 4097) Job Aid:
    • requiring you to deliver an Excel (.xlsx) version to Fannie Mae Capital Markets before auction activity; and
    • prohibiting you from altering existing fields in the published Form 4097; and
  • Part IV, Chapter 2, Section 201.03: Trading Practices, requiring you to use the Form 4097 Job Aid.

 

Questions

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