chfa e-delivery

1. chfa e-delivery • April 2013

2. 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.

3. 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!

4. 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

5. 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

6. delivery confirmation • Successful delivery confirmation screen • Unsuccessful delivery confirmation screen

7. e-delivery turn times – email confirmation

8. 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

9. 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

10. 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

11. chfa e-delivery step-by-step instructions for new users

12. 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”

13. 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.

14. registering as a new user • Once you hit the registration button, you will be provided with a Registration Request confirmation.

15. 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.

16. 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.

17. registering as a new user • Once submitted, the web page will provide you with a Set Password Request confirmation.

18. registering as a new user • Check the registered email for further instructions on how to set your password.

19. 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!

20. 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

21. 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.

22. 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.

23. creating an e-delivery package • In the “Subject” line, please feel free to include the name of the package.

24. 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.

25. creating an e-delivery package • When you are ready to attach an electronic loan file, select the “Browse” button in the section labeled “Files”.

26. creating an e-delivery package • To upload the file(s), click the “Browse” button. The Choose file pop-up box appears.

27. 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.

28. creating an e-delivery package • Add as many files as necessary to complete a loan package.

29. creating an e-delivery package • Once your attachments have been added hit the “Send” button to initiate the delivery.

30. 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

31. 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

32. 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.

33. contact • If you have any questions on this processplease contact: • Brian Mueller 303.297.7385bmueller@chfainfo.com • Shelley Ervin303.297.7358servin@chfainfo.com