processors and/or underwriters

training categories

For in-person or live webinars, please click the registration link next to the date and time of the class that you wish to attend.

CHFA Program Compliance Training - Onboarding for Newly Approved Lenders
This 2 hour training is for newly approved Participating Lenders. This training walks new lenders through the CHFA Program Compliance Review requirements, as well as document delivery processes.
Live Webniar	July 14, 9:30am	Register online
Live Webinar	August 6, 1:30pm	Register online

CHFA Program Compliance Training - For Existing Lenders
This 1.5 hour training is a great refresher for existing Participating Lenders, as it outlines how to send CHFA a loan file for CHFA Program Compliance Review prior to loan closing.
Live Webinar	July 1, 9:30am	Register online
Live Webinar	August 12, 9:30am	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 Compliance
On-Demand Training Video - video is being updated.
Training Slides (PDF)

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

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

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

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

Borrower Qualifying Income for CHFA Loans
On-Demand Training Video - video is being updated.
Training Slides (PDF)

Calculating Gross Annual Income for CHFA Loans (CHFA HomeAccess and CHFA FirstStep)
On-Demand Training Video
Training Slides (PDF)

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

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