Loan Scenario Calculator
- Now with MyHome -

The Scenario Calculator helps you compare CalHFA loans to determine what loan scenario works best for your client. (Best viewed in IE9 or higher, Chrome, Firefox or Safari)

File Review Status
Updated 11/23/2016

Compliance file review status
Loans in line	Review Date
Compliance
86	Nov 18

Purchase file review status
Post-closing
MyHome/ZIP/ECTP
161	Nov 19

Subordinate file review status
Subordinations
28	Nov 18

News & Updates

Video Library
Get to know CalHFA and our programs

Program Bulletin #2016-24 Clarification to CalHFA's Rate Lock Extension Options

Program Bulletin #2016-23 Update to CalHFA's Wire Account Policy and Elimination of the MSV-II Document

Program Bulletin #2016-22 Updates to CalHFA's Disclosure Requirements for CalHFA Subordinate Loans and the Zero Interest Program (ZIP)

Program Bulletin #2016-21 New Zero Interest Program Interest Rate Disclosure

Program Bulletin #2016-20 CalHFA Offers New Rate Lock Extension Options with Lower Fees

Program Bulletin #2016-19 Conventional High-Balance Loans Available November 1

Program Bulletin #2016-18 Updates to CalHFA Subordinate Loan Programs

Program Bulletin #2016-17 CalHFA Adds Additional Rate Lock Option

Did You Know?

Lenders receive a 1% Service Release Premium in addition to the origination fee on all CalHFA first mortgages!

Home > Lenders/Realtors > Processing Tools & Forms

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Tools | Forms

Tools, Affidavits & Docs

Tools

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.

Processing Tools

MAS

Loan Flowchart

Program Matrixes

For loans rate locked on or before 10/31/16
- Conventional Program Matrix
- FHA Program Matrix
For loans rate locked on or after 11/01/16
- Conventional Program Matrix
- FHA Program Matrix

Loan Checklists

For loans rate locked on or before 10/31/16
- Loan Submission Checklist
For loans rate locked on or after 11/01/16
- Loan Submission Checklist
Loan Purchase Checklist

Affidavits & Forms

For First Mortgage Loans

FHA Loans

CalPLUS FHA Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (02/10/16)
- ZIP Interest Rate Disclosure (11/01/16)
- Tax Return Affidavit (7/10/13)
CalHFA FHA Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (02/10/16)
- Tax Return Affidavit (7/10/13)
Cal-EEM + Grant Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (02/10/16)
- 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) (02/10/16)
- ZIP Interest Rate Disclosure (11/01/16)
- Tax Return Affidavit (7/10/13)
CalHFA Conventional Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) (02/10/16
- Tax Return Affidavit (7/10/13)

For Subordinate Mortgage Loans

MyHome Assistance Program »
- CalHFA Borrower Affidavit (for non-MRB loans) 02/10/16
- Tax Return Affidavit (7/10/13)
Extra Credit Teacher Home Purchase Program Loans »
- CalHFA Borrower Affidavit (for non-MRB loans) 02/10/16
- 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

FHA Loan Combinations

Conventional Loan Combinations