Housing Credit Application and Process

Tax Credits, Bonds and Multifamily Loans application process

For application dates for the 9% tax credit round, please see the Housing Tax Credits page.

The Montana Board of Housing requires that developers first submit a pre-qualification form in order to proceed to the pre-application checklist and/or a full application. Please look below for further instructions.

If you have questions, please contact us.

Updated submission process as of Feb. 4, 2025

• For tax credit pre-application checklists and full applications, an intake form must be completed for 9% and 4% deals. This can be found at our new platform. Please use the link below and either log in if you already have an account or create one.
• https://app.builderspatch.com/applications/ddb064c5-7556-4f62-afe3-7a4e0c671d11/direct-link
  
• Please click here to pay the application fee.
• Contact staff at dochdmf@mt.gov for access to the platform to submit the 10% certification and 8609 certification.  

All information and documents listed below are only for tax credits, bonds and multifamily loans. 
For more information regarding all Multifamily Loans please click here.
For information regarding Community Housing click here.

Mini or full market study document:

• Mini or full market study requirements

credit amount: 

• Please refer to the current Qualified Allocation Plan

Fee Schedule:

• Fee schedule
• Payment portal

appraisal or comparative market analysis checklist: 

• Appraisal checklist, updated July 17, 2024 

• Multifamily insurance requirements

Property Transfer:

• Property transfer form

Qualified Contract:

• Qualified contract policy 

Quarterly report:

• This form can now be found on our current platform. The link and our contact information can be found above.