Transcript eDelivery Procedures

chfa e-delivery
April 2013
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.
2
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!
3
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
4
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
5
delivery confirmation

Successful delivery confirmation screen

Unsuccessful delivery confirmation screen
6
e-delivery turn times – email
confirmation
7
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
8
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
9
delivery confirmation (continued)

Submit conditions directly to your analyst




May be faxed or emailed (must be secure/passwordprotected 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
10
chfa e-delivery
step-by-step instructions for new users
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”
12
registering as a new user

To initiate the registration process enter the “Recipient Email,”
[email protected]

Enter a current email address. You must have access to this account
to complete the registration process.
13
registering as a new user

Once you hit the registration button, you will be
provided with a Registration Request confirmation.
14
registering as a new user

Check the account you provided for an email from
[email protected]. This may end up going into junk mail.

Once the email is received double-click the link.
15
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.
16
registering as a new user

Once submitted, the web page will provide you with
a Set Password Request confirmation.
17
registering as a new user

Check the registered email for further instructions on
how to set your password.
18
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!
19
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
20
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
[email protected] information.
21
creating an e-delivery package

If the “To” field is blank you must address the message to
[email protected] each time you create a delivery.
22
creating an e-delivery package

In the “Subject” line, please feel free to include the name of the
package.
23
creating an e-delivery package

Please be aware that the “Note” field is not looked at when edeliveries are retrieved. Any information in that area is not going to
be used in the CHFA loan process.
24
creating an e-delivery package

When you are ready to attach an electronic loan file, select the
“Browse” button in the section labeled “Files”.
25
creating an e-delivery package

To upload the file(s), click the “Browse” button. The Choose file popup box appears.
26
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.
27
creating an e-delivery package

Add as many files as necessary to complete a loan package.
28
creating an e-delivery package

Once your attachments have been added hit the “Send” button to
initiate the delivery.
29
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
30
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
31
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.
32
contact

If you have any questions on this process
please contact:

Brian Mueller
303.297.7385
[email protected]

Shelley Ervin
303.297.7358
[email protected]
33