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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.
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?
- ONLINE: eHome's eight-hour Homebuyer Education and Counseling course is the only online course accepted by CalHFA. (fee: $99) Other online courses like Frameworks are not acceptable because they do not provide a one-hour, 1-on-1 counseling follow-up session.
- IN-PERSON or VIRTUAL: Live Homebuyer Education and Counseling in-person or virtually though NeighborWorks America or any HUD-Approved Housing Counseling Agency
(fee: varies by agency)
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.
Loan 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
