chfa e-delivery

chfa e-delivery

April 2013

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chfa e-delivery basics

Compliance and purchase review submissions accepted; post-closing (final docs) requires hard copies

The e-delivery portal is separate from CHFA’s HomeConnectionsm portal, and requires a separate user name and password (instructions follow)

Accepts PDF, TIFF, and JPEG

Max upload = 50 megabytes/delivery (your internet may have less capacity)

Required resolution = 300 dpi (dots per inch) or greater

If scanning the submission package (vs. using a paperless system), please upload the original appraisal as a separate file.

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submitting your files

Separate submission vouchers for first mortgages, second mortgages, and MCCs

Files may be stacked and submitted separately Separate files for first, second, and MCC Submission voucher should be top page of every file If breaking apart a large file, submission voucher should be page 1 of every section

Files may be stacked and submitted together; submission voucher should be separator between files Ex: First mortgage submission voucher is page 1 of first mortgage docs; second

mortgage submission voucher is page 1 of second mortgage docs

Submission vouchers (checklists) are updated quarterly and available on Programs and forms web page

If you don’t utilize the submission vouchers with new submissions or complete the required fields, your file might be delayed or not processed!

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naming your files

Your PDF, TIFF, JPEG files must be named starting with the CHFA loan or MCC 10-digit number: 0030312345_complianceJones1.pdf 0030312345_complianceJones2.pdf 0030312345_appraisalJones.pdf 0030312354_complianceJones2nd.pdf

Example: 0030312345_complianceJones1.pdf

Loan number underscore description borrower last name

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what about originals?

Submission vouchers indicate if original is required Submit all documents electronically; ship required originals later

Compliance review will be completed with electronic docs

Purchase review requires the original Note prior to purchase Submit all documents (including copy of Note) electronically Ship original note separately or it will be shipped by your warehouse

bank if you are a correspondent Any required originals may be shipped with the post-closing

package* MCC final certificate documents may all be submitted electronically

*Post-closing packages should not be e-delivered

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delivery confirmation

Successful delivery confirmation screen

Unsuccessful delivery confirmation screen

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e-delivery turn times – email confirmation

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e-delivery turn times

If you e-deliver prior to 2:00pm, your submission will be checked in the same business day; if after 2:00pm (or on a weekend or holiday), it will be checked in the next business day. Please note: The e-delivery server reports Eastern

Standard Time; CHFA works on Mountain Standard Time

Files are processed in the order received Please see example email on following slide

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delivery confirmation

Check your HomeConnection account in 24 business hours or sooner

Successful delivery will result in a status change “Reserved” changes to “Compliance in process” “Compliance approved” changes to “Pre-funding in

process”

No status change is a red flag - Call CHFA! Trailing documents should be e-delivered without a

submission voucher, and must be named with the corresponding loan number

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delivery confirmation (continued)

Submit conditions directly to your analyst May be faxed or emailed (must be secure/password-

protected email) Your analyst will provide their phone, fax, and email on

the conditions letter Analysts prefer to review conditions as soon as

possible Conditions which are e-delivered will not be reviewed

as quickly

chfa e-delivery

step-by-step instructions for new users

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registering as a new user To register as a new CHFA e-delivery server user, follow these steps:

Navigate to https://ftps.chfainfo.com/ This URL is a separate portal specifically to be utilized for electronic delivery of files, and is different from the HomeConnection portal.

On the sign-in page, click under “Register and Send Files”

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registering as a new user To initiate the registration process enter the “Recipient Email,”

chfa_hf_irm@chfainfo.com

Enter a current email address. You must have access to this account to complete the registration process.

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registering as a new user

Once you hit the registration button, you will be provided with a Registration Request confirmation.

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registering as a new user

Check the account you provided for an email from donotreply@chfainfo.com. This may end up going into junk mail.

Once the email is received double-click the link.

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registering as a new user The link will take you to a Password Request page.

In the “Username” field enter the email address that was originally provided at the beginning of the registration process.

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registering as a new user

Once submitted, the web page will provide you with a Set Password Request confirmation.

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registering as a new user

Check the registered email for further instructions on how to set your password.

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registering as a new user Enter a password. Passwords must be at least eight characters long

and contain: At least one upper case letter At least one lower case letter At least one numeral At least one special character ($, !) Example: Coo1$tuff!

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signing in and out

To sign in to the chfa secure delivery server, complete the following: Go to the sign-in page at https://ftps.chfainfo.com/ Sign in using your email address and password

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creating an e-delivery package Upon logging in you should be presented with a New Package

window.

The “To” field should be populated with the chfa_hf_irm@chfainfo.com information.

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creating an e-delivery package

If the “To” field is blank you must address the message to chfa_hf_irm@chfainfo.com each time you create a delivery.

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creating an e-delivery package

In the “Subject” line, please feel free to include the name of the package.

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creating an e-delivery package

Please be aware that the “Note” field is not looked at when e-deliveries are retrieved. Any information in that area is not going to be used in the CHFA loan process.

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creating an e-delivery package

When you are ready to attach an electronic loan file, select the “Browse” button in the section labeled “Files”.

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creating an e-delivery package

To upload the file(s), click the “Browse” button. The Choose file pop-up box appears.

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creating an e-delivery package

Select the desired file(s) and click the “Open” button.

Once the file is listed in the “Browse” field, you must hit the “Upload” button to attach the file.

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creating an e-delivery package

Add as many files as necessary to complete a loan package.

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creating an e-delivery package

Once your attachments have been added hit the “Send” button to initiate the delivery.

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creating an e-delivery package

When all the files have been attached, click the “Send” button

A “Send package with ID ‘000000’ OK.” message indicates that the files have been successfully sent and a notice has been sent to CHFA

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creating an e-delivery package

If you need to e-deliver additional files, click “Send a new package” in the “Package Actions” area, then create another e-delivery

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creating an e-delivery package

e-deliveries can only be sent to the recipient your account is registered to.

Packages cannot have a blank subject.

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contact

If you have any questions on this processplease contact: Brian Mueller

303.297.7385bmueller@chfainfo.com

Shelley Ervin303.297.7358servin@chfainfo.com