Processing Tools & Forms for Lenders & Realtors

Tools

Processing Tools

MAS

Loan Flowchart

Program Matrixes

Loan Checklists

Affidavits & Forms

For First Mortgage Loans

Government Loans

CalPLUS FHA Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (07/30/18)
- ZIP Interest Rate Disclosure (11/01/16)
- Tax Return Affidavit (7/10/13)
CalHFA FHA or CalHFA VA Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (07/30/18)
- Tax Return Affidavit (7/10/13)
Cal-EEM + Grant Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (07/30/18)
- 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) (07/30/18)
- ZIP Interest Rate Disclosure (11/01/16)
- Tax Return Affidavit (7/10/13)
CalHFA Conventional Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (07/30/18)
- Tax Return Affidavit (7/10/13)

For Subordinate Mortgage Loans

MyHome Assistance Program »
- CalHFA Borrower Affidavit (for non-MRB loans) (07/30/18)
- Tax Return Affidavit (7/10/13)
School Teacher and Employee Assistance Program »
- CalHFA Borrower Affidavit (for non-MRB loans) (07/30/18)
- 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

Government Loan Combinations

Conventional Loan Combinations

CalHFA FHA

CalHFA FHA with MyHome

CalHFA FHA with School Program

CalPLUS FHA with ZIP

CalPLUS FHA with ZIP and MyHome

CalPLUS FHA with ZIP and School Program

Cal-EEM + Grant

Cal-EEM + Grant with MyHome

Cal-EEM + Grant with School Program

CalHFA VA

CalHFA VA with MyHome

CalHFA VA with School Program

CalHFA Conventional

CalHFA Conventional with MyHome

CalHFA Conventional with School Program

CalPLUS Conventional with ZIP

CalPLUS Conventional with
ZIP and MyHome

CalPLUS Conventional with ZIP and School Program

MAS Login

Today's Rates

Loan Scenario Calculator

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

File Review Status

Updated 8/17/2018

Compliance file review status
	Loans in line	Review Date
Compliance	220	Aug. 13
In Suspense	10	Aug. 17

Post-closing

Post-closing file review status
	Loans in line	Review Date
MyHome/ ZIP/School	263	Aug. 14
In Suspense	336	Aug. 8

News & Updates

Dates for August Lender Training have been posted

Program Bulletin #2018-16 - New, Simplified CalHFA Borrower's Affidavit and Certification

Program Bulletin #2018-15 - CalHFA Conventional Loan Programs to Allow Manufactured Housing

Program Bulletin #2018-14 - CalHFA to Implement Fannie Mae's 3.2 File Format in MAS

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:

Tools, Affidavits & Docs

Tools

Program Compliance Tools

Lender Participation & Outreach

TRID Documents