This document provides an overview of the topics covered in the CBCMA Training Series on using the Chenoa Fund portal. It outlines 13 topics that will be covered, including an overview of Chenoa Fund programs, how to calculate AMI, the URLA pre-registration process, underwriting, locking loans, securing down payment assistance approvals, drawing documents, purchase clearing uploads and conditions, final documents, servicing, and the benefits of using Chenoa Fund. It also provides instructions on accessing the Chenoa Fund portal, beginning to generate documents, filling in required fields, troubleshooting ULI and document date fields, accessing generated documents, and making changes to documents.

1. CBCMA Training
Series

2. Topics
1 – All Chenoa Fund Programs Overview
Conventional / FHA
2 – How to Calculate AMI
3 – Pre-Registration: The URLA
Conventional / FHA
4 – Underwriting
5 – Lock Desk
6 – How to Lock a Loan
7 – How to Secure DPA Approvals
8 – How to Draw Documents
9 – Purchase Clearing: Uploading
10 – Purchase Clearing: Conditions and
Escalations
11 – Final Documents
12 – Servicing
13 – Why Use Chenoa Fund
Conventional / FHA

3. • Confirm with your admin that you
have been granted access as a
user
• If your admin has granted you
access, you will receive an email
notification with a link
• Follow the email’s on-screen
instructions regarding setting up a
new password
• When registering a Chenoa Fund
loan, or obtaining any relevant
closing documents, use the
Chenoa Fund portal in addition to
your usual process
• It is recommended to use Google
Chrome when using CAP
How to Retrieve Your Password
http://client.chenoafund.org/

4. • Select “Loans”
Where to Begin Generating

5. • Use the “Go” button on the relevant loan file
• Select the action you wish to perform
• Example: “Prepare Closing Package”
To Generate Documents (1)

6. • (0) Fill out all fields marked with (*)
• (1) Select “Save Changes & (Create/Request
the desired document you’re attempting to
generate)”
• Example: “Save Changes & request CP”
• (2) The docs will then auto-generate
• (3) Click on doc to review
To Generate Documents (2)

7. Trouble Cells: ULI and Document Date
• The ULI (Universal Loan Identifier) can be found in your company’s LOS
system. For an example of where to find this in Encompass, see next
slide.
• The Document Date is the date printed on the header of all 2nd
mortgage documents we create. It should be within 3 days of application
and LE date. Most lenders just put Doc Date, App Date, and LE Date as
the same.

8. Access the Documents
• Generated documents may be downloaded in the Loans tab
• Any recently generated documents will have their relevant button turn green for
thirty minutes

9. • You can edit and generate
packages without limits
• Email
submissions@chenoafund.org
for help with making changes
to the docs
• Please ensure that any
changes to the documents do
not violate TRID guidelines
Making Changes