Mortgage Brokers

Getting Free CalHFA Leads | Homebuyer Education | Helpful Marketing Materials

How to Process a CalHFA Loan if you are a Mortgage Broker

As a mortgage broker it is required that you work through a CalHFA approved wholesale lender to process a CalHFA loan. The following is a list of CalHFA approved wholesale lenders and primary contacts who offer our products:

11 Mortgage
Brian Tofsly
phone: 858.774.0272

Broker Approval Department
phone: 800.707.4611 (800.707.Go11)

Bay Valley Mortgage Group
Shane Park
1 Centerpointe Drive Suite 330
La Palma, CA 90623
phone: 714.367.5125

Data Mortgage Inc.
DBA Essex Mortgage

Shirley Endresen, Director of Wholesale Sales
phone: 714.318.9666

Home Point Financial Corporation
Rob Saunders
phone: 909.816.8835

Land Home Financial Services, Inc.
Mark Sheridan
phone: 800.398.0865

LoanStream Mortgage a DBA of OCMBC, Inc.
Serene Vernon, COO
phone: 949.679.6853

Mortgage Management Consultants
DBA: MMC Wholesale
Tom Hamilton
phone: 661.949.2002

Mountain West Financial
NorCal Region
Janell Howell
phone: 916.217.8257

SoCal Region
Shannon Kaufman
phone: 909.648.7255

Paramount Residential Mortgage Group, Inc.
Broker Services
phone: 951.547.6466

RMK Financial Corp DBA Majestic Home Loan
Amanda Granados
phone: 909.912.7135

Royal Pacific Funding Corporation
phone: 949.771.0000

Sierra Pacific Mortgage Company, Inc.

Stearns Lending, LLC
Tanya Hall
Program Administrator
phone: 503.616.9299

Brian Herbert
Regional Vice President –Nor Cal with part of So Cal
phone: 310.433.5711

Delfino Aguilar
Regional Vice President – Central California, So Cal and San Diego
phone: 619.726.0377

Erin Futterer
Regional Vice President – So Cal, Inland Empire, San Diego
phone: 714.287.6291

Thrive Mortgage, LLC
James Duncan
Marketing Manager

Getting Free CalHFA Leads

If you are interested in CalHFA's Preferred Loan Officer and LEADS Program please visit the LEADS Program page or contact Sharyl Silva at 916.326.8687.

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Homebuyer Education Requirement

CalHFA firmly believes that homebuyer education and counseling is critical to the success and happiness of a homeowner, and requires homebuyer education and counseling for first-time homebuyers using a CalHFA program.

Who has to take this Homebuyer Education and Counseling course?

Only one occupying first-time borrower on each loan transaction.

How do I take this education and counseling course?

Helpful Marketing Materials

CalHFA produces many collateral pieces to both inform California homebuyers and help our lending partners with the CalHFA process. Many of the pieces are in downloadable format for convenient printing. Take a look at what we have to offer!

Visit the Sales Tools & Marketing Materials page for details.

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Scenario CalculatorLoan Scenario Calculator

The Scenario Calculator helps you compare CalHFA loans to determine what loan scenario works best for your client.

File Review Status

Updated 08/23/2019


News & Updates

Dates for August & September Lender Training have been posted

Program Bulletin #2019-19 - Extension Fee Reduction on CalHFA's First Mortgage Loan Products

Program Bulletin #2019-18 - Correction to recent Program Bulletin on HUD 184 Loan Option to CalHFA's FHA Loan Program

Program Bulletin #2019-17 - Fannie Mae's Lender Letter LL-2019-06 effect on CalHFA

Enews announcements can be found on our Archived Page

Suspense Inquiries

For suspense items, refer to our MAS

Files in suspense status will only be reviewed once all suspense items are uploaded into MAS. Files are reviewed in date order and are given a rush review.

Tips for Doc Draw & Closing: