HomeConnectionsm User Training

disclaimer

This Disclaimer applies to all content provided through CHFA webinars or other training events. The training content provided is intended to help explain CHFA’s programs, but should not be relied upon as an alternative to the CHFA Seller’s Guide. CHFA makes reasonable efforts to ensure that information provided in its trainings is up-to-date and accurate. If there are any discrepancies between information provided in a training event, including in slide presentations, and CHFA’s Seller’s Guide and/or eNews, the later documents should be relied upon.

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compatibility message

If you receive this message, simply follow the steps above to remove it: Click on “Tools” in your navigation bar, then “Compatibility View settings”; Remove chfainfo.com and unclick “Display intranet sites in Compatibility View”. Then click

close. 3

new look

User name and password remain unchanged. You may use your current user name and password to access HomeConnection.

If you forget your user name or password, click on the relevant button(s) to have them sent to you or reset.

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landing page

The landing page will display your pipeline view.

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search for loans

Search by borrowers’ name or social security number, or CHFA loan number, in the search box. Filter the loans you would like to see by selecting a filter to the right of the search bar. Expand the number of loans on the page by selecting the number of entries displayed. Click on a column heading to change the sorting of loans by ascending or descending order.

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loan information

Click on the “+” icon to see loan details. Once clicked the “+” icon will become a “-” icon and can be clicked to collapse the loan detail.

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icons for additional navigation

This icon is used for the document delivery upload option. This icon is used for making changes to the loan; i.e. loan amount, purchase price, property address. This icon is used to find CHFA documents. This icon is used to cancel a reservation.

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reservations

Click “reservation” in the header bar to reserve a loan, which will start the reservation wizard.

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choosing the product

There are filters on the left side of the page that you may utilize to aid your product search. Click on the “select” button to the right of the product you are choosing; the selection will show

at the top of the screen. Click “Next” at the top or bottom of the page after you have made your selection to continue. 10

loan information

In the loan screens, input the loan amount, purchase price, estimated date of closing and underwriting information. After completing, click on the “Next” button .

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property information

In this section input property information, and then click the “Next” button to continue.

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borrower information

Next, input information regarding the borrowers. If there is a co-borrower, click on the “+” button in the co-borrowers section to add co-borrower information. After completing this section, click “Next”.

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lender information

The last step in the reservation wizard is to enter Lender information. After completing this section, click on “Submit” or “Submit Reservation”.

If you are listed in more than one branch, a box will be displayed that will prompt you for the branch under which the loan is being originated.

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reservation complete

After clicking the submit button, you will receive a reservation complete message. You will also receive an e-mail with your reservation confirmation letter.

To exit this message, click “Return to Pipeline” or “Start New Reservation”.

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missing or incorrect information

During the reservation process, if there is any required information missing or the information is incorrect for the program type, a validation error message will show in red at the top of the page explaining the corrections that are needed. Once the information is corrected, you will be able to move forward.

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continue reservation

If your screen times out while making a reservation or you had to exit before completing the reservation, you may return to HomeConnection and continue with the reservation. See the message at the top of the page while in the reservation wizard to complete or start a new reservation.

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reports

The reports page will offer several options for reviewing reports related to your CHFA pipeline. To open the reports page click on “reports” in the header bar.

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other options

If you ever need to change your password, you can click on “change password” in the header bar and follow the prompts to make the change.

If you need to review the interest rates for CHFA, simply click “rates” at the top of the page and a new browser page will open to display the CHFA interest rates page.

If you are looking for any CHFA forms, click on “links & forms” and a new browser will open to the “forms and flyers” page on CHFA’s website.

If you would like to go to the CHFA website for other information, click on “chfainfo.com” and a new browser will open to display the CHFA website.

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exiting homeconnection

To exit the HomeConnection site, simply click “logout” in the header bar.

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contact information

Call us with questions:

(888) 320-3688 Home Finance

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