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:

Banc One Mortgage Corporation
email:info@banconemortgage.com
phone: 949.537.3000

Bay Valley Mortgage Group
John Nielsen
7390 Lincoln Way
Garden Grove, CA 92841
email: Brokerapp@pacbaylending.com
phone: 714.367.5125

Equity Prime Mortgage, LLC
Joanne Morgan
VP of Wholesale Production
email: jmorgan@epm.net
phone: 615.417.4661

Mission Loans Wholesale
Lorenzo Marin
Director of Operations
email: lmarin@missionloansws.com
phone: 855.959.4500 ext. 6392

Mountain West Financial Inc.
NorCal Region
Janell Howell
email: Janell.howell@mwfinc.com
phone: 916.217.8257

SoCal Region
Shannon Kaufman
email: Shannon.kaufman@mwfinc.com
phone: 909.648.7255

Sky Mortgage Wholesale a dba of Home Mortgage Alliance Corporation
Jonathan Byrne
Director of Underwriting
email: jonathan.byrne@homemac.com
phone: 714.673.6498

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 Catherine Relyea at 916.326.8077.

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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.

News & Updates

Dates for November Lender Training have been posted

Latest Bulletins

Program Bulletin #2021-08 - Updated CalHFA Borrower's Affidavit & Certification and elimination of the CalHFA 5 acre maximum lot size requirement

Program Bulletin #2021-07 - CalHFA supports the building of Accessory Dwelling Units (ADUs) to create more affordable housing options in California

Program Bulletin #2021-06 - MyHome Loan Amount Cap to Increase to $15,000

Latest Enews Announcements

Enews 10/04/21: CalHFA is removing the five acres maximum lot size requirement

Enews 08/20/21: HAF Plan Submitted to U.S. Treasury

Enews 07/20/21: Tiena Johnson Hall is California Housing Finance Agency's New Executive Director

Enews announcements can be found on our Archived Page