Welcome to the Loan Servicing Guidance page! The links below identify specific tools used by lenders and HUD for the management of 232 assets.

• Healthcare Mortgage Insurance Program Handbook 4232.1 REV-1

• Account Executive Facility Assignments - Contact Listing (Dec  3, 2020)
• Accounts Receivable Financing
  • Accounts Receivable Financing Certification
  • Accounts Receivable Checklist
  • Lender Narrative, Accounts Receivable
  • Intercreditor Agreement (for AR Financed Projects)
• Application for Insurance Benefits
• Change of Collateral
  • Lender Narrative, Requests to Release or Modify Original Loan Collateral
  • Requests to Release or Modify Original Loan Collateral Checklist
• Change of Participants (Ownership, Operator, Master Tenant, and/or Management Agent)
  • Lender Narrative – Change of Ownership Review
  • Change of Ownership Review Checklist​
  • Attorney's Certification of Changes
  • Attorney's Certification on Execution and Recordation
  • Lender Narrative, Change of Operator/Lessee
  • Change of Operator Checklist 
  • Lender Narrative, Change of Management Agent 
  • Change of Management Agent Checklist 
  • Lender Review Checklist for Previous Participation Certifications Submitted Via Consolidated Certifications
  • Commercial Lease Checklist
• Financial Related Documents
  • Computation of Surplus Cash
  • Monthly Report for Establishing Net Income
  • Personal Financial and Credit Statement
  • Schedule of Accounts Payable
  • Schedule of Disbursements
  • Section 232 Financial Statement Filing Timeframe
  • Healthcare Portal Access Form Section 232
• Healthcare Regulatory Agreements
  • Borrower
  • Master Tenant
  • Operator
• Insurance
  • Sample Review for Professional Liability (PL) & General Liability (GL)
  • PLI 50+ Review - Sample Discussion for use in the Lender Narrative Template
  • Insurance Termination Request
• Loan Modifications
  • Lender’s Certification in Support of Request for Interest Rate Reduction
  • Lender Narrative, Loan Modification
  • Loan Modification Checklist
  • Sample Format for Lender Analysis and Recommendation
• Model Form Bill of Sale and Assignment
• Mortgage Record Change – 232
• Mortgagee's Application for Partial Settlement
• Multifamily Insurance Branch Claim
• Non-Critical Repair Escrow Administration
• Operating Lease Addendum
• Operating Lease Amendment Checklist
• Operating Loss Loan Checklist
• Partial Payment of Claims Checklist
• PCNA Statement of Work
• Physical Plant
  • Borrower's Certification - Completion of Non-Critical Repairs
  • Certification of Exigent Health and Safety Issues
  • Certification of Physical Condition Compliance
  • Request Approval Advance of Escrow Funds
• Prepayment and Requests for Insurance Termination Checklist
• Reserve for Replacement Requests
  • Funds Authorization
• Residual Receipts Funds Authorizations Checklist
• Sinking Fund -  Request for the Release of Sinking Fund Proceeds Checklist
• Secondary Financing – Collateralized Checklist
• Surplus Cash/Residual Receipts Note Checklist
• Telecommunications Tower Lease Approval Checklist
• Documents for Notifying ORCF of Action Plans
  • Operator's Notification to HUD of Threats to Permits and Approvals
  • Servicer's Notification to HUD of Risks to Healthcare Project​
  • Sample Action Plan Tool
  • ORCF Action Plan Tool Template