Video Library Tools, Affidavits & Docs
Tools | Affidavits & Forms | Documents
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.
Tools
Program Compliance Tools
Income Limits
Major Disaster Declarations
Lender Program Manual
Loan Scenario Calculator
Lender Participation & Outreach
Find a California Community Land Trust (CA CLTN) approved lender
Find a Preferred Loan Officer
How do I obtain payoff information?
Search all Lenders
Marketing Materials (printable flyers)
Wire Transfer Authorization Form
ACH Authorization Form
Processing Tools
Program Matrixes
- Dream For All Loan Program Matrix
- Government Loan Programs Matrix
- Conventional Programs Matrix
- Refinance Programs Matrix
MAS
Loan Flowchart
Loan Checklists
Affidavits & Forms
- CalHFA Borrower Affidavit and Certification (08/06/25)
- CalHFA State Reporting Disclosure (01/17/24)
- ZIP Interest Rate Acknowledgement (7/12/23)
- Participant Affidavit and Certification for CalHFA ADU Grant (11/27/23)
- Applicant Affidavit and Certification for CalHFA ADU Grant (11/27/23)
Documents
- Subordinate Deed of Trust - MERS
- Promissory Note
- Dream For All Shared Appreciation Loan Program Lender Pre-Approval Letter
- Dream For All Shared Appreciation Loan Program Note
- UC Shared Appreciation Loan Program Note
- Allonge
- Deed Modification - MERS (If Needed)
- Dream For All Shared Appreciation Loan Program Disclosure
- UC Shared Appreciation Loan Program Disclosure
- UC Shared Appreciation Loan Program Condition of Employment Rider
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 July Lender Training have been posted
Latest Bulletins
Program Bulletin #2026-07 - Updated Income Limits
Program Bulletin #2026-06 - UC Shared Appreciation Loan Program
Program Bulletin #2026-05 - Updated 80% AMI income limits to determine Low Income eligibility
Latest eNews Announcements
Enews 09/25/2025 - California Housing Finance Agency celebrates its 50th anniversary
Enews 09/19/2025 - CalHFA welcomes Tony Sertich as its new Executive Director
Enews 08/18/2025 - CalHFA helps thousands of Californians find a home
eNews announcements can be found on our Archived Page
