Trust Fund Multifamily Loan Closings Services

Overview

Financial, Legal, HR & Staffing

Boston, Massachusetts, United StatesPosted 27 days agoDeadline: May 8th, 2026

Fit Score

Settle Intelligence

Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.

SUMMARY

Seeking a provider for trust fund multifamily loan closing services, including legal and financial compliance, for affordable housing projects in Massachusetts over a three-year term.

KEY REQUIREMENTS

Must have experience closing affordable multifamily loans with Lihtc and Massachusetts State Subsidy programs or similar
Must have experience with underwriting/application reviews for multifamily loans
Must be able to provide a transmittal letter on company stationery signed by an individual authorized to bind the company
Must provide a list of at least three companies as references for similar services provided within the past three years
Must provide a detailed pricing structure
Must comply with MassHousing's information security program and data privacy requirements
Must agree to MassHousing's Standard Services Agreement

BUDGET

Estimate

$150,000 – $500,000

CONTRACT DURATION

60 months

TIMELINE

Distribute RFP: April 10th, 2026

Submit all questions in writing: April 22nd, 2026

MH will publish answers to questions: April 29th, 2026

RFP Response Deadline: May 8th, 2026

Complete Follow-up and Reference Calls: May 29th, 2026

Final Selection(s) Announced: June 5th, 2026

Execution of consultant agreement(s): June 18th, 2026

QUESTION DEADLINE

April 22nd, 2026

Issuing Agency

Massachusetts Housing Finance Agency

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The government authority in Massachusetts seeks a vendor to provide trust fund multifamily loan closing services for a three-year contract period. The selected vendor will participate in closing conference calls to ensure all legal, financial, and compliance requirements are satisfied. Responsibilities include delivering final documents and a completed diligence checklist to the manager of the affordable housing trust fund.

The scope of work involves assessing project eligibility for trust funding, adherence to sustainable development principles, the capacity of the development team to execute the project plan, financial feasibility, as well as operational planning and budgeting. The vendor will also evaluate the marketability of units, project readiness, and address factors such as zoning, environmental considerations, and financing status.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.