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. 

Special Event

social media strategies: video, advertising, and emerging trends webinar
​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
​December 19, 1:00pm
​Register online
​Live Webinar
​January 23, 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
​December 18, 9:00am
​Register online
​Live Webinar
​January 22, 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 Webinar
​December 16, 10:00am
Register online
​Live Webniar
​January 13, 10:00am
​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 Refinance Programs, Guidelines, and Subordination Policies
Covers refinance types available. 
Training Slides (PDF)


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
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. 

​CHFA FHA Streamline Refinance Loan Training - Operations Staff
​Contact for training session



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