Loan Scenario Calculator
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The Scenario Calculator helps you compare CalHFA loans to determine what loan scenario works best for your client. (Best viewed in IE9 or higher, Chrome, Firefox or Safari)

File Review Status
Updated 6/28/2017

Compliance file review status
Loans in line	Review Date
Compliance
55	June 26

Purchase file review status
Post-closing
MyHome/ZIP/ECTP
225	June 22

Subordinate file review status
Subordinations
4	June 27

News & Updates

Program Bulletin #2017-05 Updated Sales Price Limits for the CalHFA Mortgage Credit Certificate Tax Credit Program

Video Library
Get to know CalHFA and our programs

Program Bulletin #2017-04 CalHFA Enhances Homebuyer Education

Program Bulletin #2017-03 Accessory Dwelling Unit (ADU)

Program Bulletin #2017-02 Updates to Resubordination Process For All CalHFA Subordinate Loans

Program Bulletin #2017-01 CalHFA Streamlines Lender Application and Lender Recertification

Did You Know?

Lenders receive a 1% Service Release Premium in addition to the origination fee on all CalHFA first mortgages!

Home > Lenders/Realtors > Processing Tools & Forms

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Tools | Forms

Tools, Affidavits & Docs

Tools

Here you can find all the information you need to get through the nuts and bolts of processing a CalHFA loan. Eligibility requirements, checklists, the CalHFA Program Manual; they're all here. Although, if you know what CalHFA program you'll be processing, you can find everything you need specifically for that program in its program handbook.

Processing Tools

MAS

Loan Flowchart

Program Matrixes

Loan Checklists

Affidavits & Forms

For First Mortgage Loans

FHA Loans

CalPLUS FHA Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (02/10/16)
- ZIP Interest Rate Disclosure (11/01/16)
- Tax Return Affidavit (7/10/13)
CalHFA FHA Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (02/10/16)
- Tax Return Affidavit (7/10/13)
Cal-EEM + Grant Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (02/10/16)
- Tax Return Affidavit (7/10/13)
- EEM + Grant Request For Funds (4/23/14)
- EEM + Grant Supplemental Worksheet (4/23/14)

Conventional Loans

CalPLUS Conventional Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (02/10/16)
- ZIP Interest Rate Disclosure (11/01/16)
- Tax Return Affidavit (7/10/13)
CalHFA Conventional Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (02/10/16
- Tax Return Affidavit (7/10/13)

For Subordinate Mortgage Loans

MyHome Assistance Program »
- CalHFA Borrower Affidavit (for non-MRB loans) 02/10/16
- Tax Return Affidavit (7/10/13)
Extra Credit Teacher Home Purchase Program Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) 02/10/16
- Tax Return Affidavit (7/10/13)

For Other Programs

Mortgage Credit Certificate Tax Credit Program (MCC) »
*The Following Are Sample Forms - Please print forms from the Ehousingplus.com website after Underwriter Certification

Docs

CalHFA loans require six extra pieces of paper to be signed, above and beyond a typical home loan. All those pieces of paper are here, in addition to the forms you'll need as a loan officer or broker to move a CalHFA loan—first or subordinate—along from initial signatures to the final close of escrow.

CALHFA MERS DOCUMENTS

FHA Loan Combinations

Conventional Loan Combinations