closers and/or shippers

training categories

For in-person or live webinars, please click on the presenter's name next to the date and time of the class that you wish to attend, to email your registration.

CHFA Purchase Training - Onboarding for Newly Approved Lenders
This 2 hour training is for newly approved Participating Lenders. This training outlines how to send CHFA a loan file for purchase, including the closing documents required and the document delivery submission process.
Live Webinar	May 18, 1:30pm	Register online
Live Webinar	June 18, 9:30am	Register online

CHFA Purchase Training - For Existing Lenders
This 1.5 hour training is a great refresher for existing Participating Lenders, as it outlines required closing documents and the document delivery process.
Live Webinar	May 19, 9:30am	Register online
Live Webinar	June 24, 1:30pm	Register online

Final Documents
This 1 hour training is for existing Participating Lenders and will outline the requirements and documents for the Final Document process, after CHFA purchases the loan.
Live Webniar	May 28, 1:30pm	Register online
Live Webinar	June 25, 1:30pm	Register online

Loan Operations Training
This 2.5 hour class is for operations staff of CHFA Lenders and covers the file uploading process, program requirements and documents for submitting program compliance files, purchase files and completing closing documents for most CHFA loan programs.
In-Person	No classes scheduled at this time

CHFA Conventional Loans Purchase
On-Demand Training Video
Training Slides (PDF)

CHFA Government Loans Purchase
On-Demand Training Video
Training Slides (PDF)

CHFA FirstStep/FirstStep Plus - Operations Staff
On-Demand Training Video - video is being updated.
Training Slides (PDF)

CHFA Down Payment Assistance Grant
On-Demand Training Video
Training Slides (PDF)

CHFA Down Payment Assistance Second Mortgage Loan
On-Demand Training Video
Training Slides (PDF)

Uploading Files/Documents for Review (Document Delivery System)
On-Demand Training Video
Training Slides (PDF)

How to Check Loan Status
On-Demand Training Video
Training Slides (PDF)

Uploading Suspend Conditions
On-Demand Training Video
Training Slides (PDF)

CHFA Final Documents Training - Operations Staff
On-Demand Training Video - video is being updated
Training Slides (PDF)

CHFA HomeConnection 2.0 (CHFA's Reservation and Pipeline Management System)
Training Slides (PDF)
User Guide (PDF)

CHFA Second Mortgage Loan Operations Training
Contact for training session.