Loan Scenario Calculator
- Now with MyHome -

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 09/29/2016

Compliance file review status
Loans in line	Review Date
Compliance
106	Sept 26

Purchase file review status
Post-closing
MyHome/ZIP/ECTP
273	Sept 23

Subordinate file review status
Subordinations
6	Sept. 27

News & Updates

Video Library
Get to know CalHFA and our programs

Program Bulletin #2016-17 CalHFA Adds Additional Rate Lock Option

Program Bulletin #2016-16 Update to the CalHFA Mortgage Credit Certificate (MCC) Tax Credit Program Fees

Program Bulletin #2016-15 Expansion of and Updates to the Extra Credit Teacher Home Purchase Program (ECTP)

Program Bulletin #2016-14 Updated Sales Price Limits for the CalHFA Mortgage Credit Certificate Tax Credit Program

Program Bulletin #2016-13 Updated Income Limits for all CalHFA Loan Programs and CalHFA Mortgage Credit Certificate Tax Credit Program

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

For loans rate locked on or before 05/13/16
- Conventional Loan Flowchart
- FHA Loan Flowchart
For loans rate locked on or after 05/16/16
- Conventional Loan Flowchart
- FHA Loan Flowchart

Program Matrixes

Loan Submission Checklist
Loan Purchase Checklist
5 Tips for CalHFA Doc Draw and Closing

Affidavits & Forms

For First Mortgage Loans

FHA Loans

CalPLUS FHA Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (02/10/16)
- 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)
- 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 »
- Tax Return Affidavit (7/10/13)
- CalHFA Borrower Affidavit (for non-MRB loans) 02/10/16
- ECTP Eligibility Certificate (7/18/13)
- ECTP Service Commitment Form (7/18/13)

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