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
​June 18, 9:30am
​Register online
Live Webinar
​July 16, 9:30am
​Register online
​Live Webinar
​August 19, 1:30pm
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
​June 24, 1:30pm
Register online
​Live Webinar
​July 21, 9:00am
​Register online
​Live Webinar
​August 20, 9:30am
​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 Webinar
​June 25, 1:30pm
Register online
​Live Webinar
​July 20, 1:30pm
​Register online
​Live Webinar
​August 24, 1:30pm
​Register online

​ ​Lock to Purchase Training
​This one hour training is for all lender staff. This training walks new lenders through the CHFA Lock to Purchase process which goes into effect on September 1, 2020.
​Click here for all training opportunities.

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. 


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