After you draw the LE, don't forget to change the Doc Set Request from Upfront to Final.

1. CBCMA Training
Series

2. Topics
1 – All Chenoa Fund Programs Overview
Conventional / FHA
2 – How to Calculate AMI
3 – Pre-Registration: The 1003
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
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
To Generate Documents (1)

6. • Fill out all fields
• Select “Save Changes & Begin”
or “Generate Document”
• After a few moments, the
documents will appear and can
be saved
• Documents can also be
accessed from the “Loans” tab
To Generate Documents (2)

7. Access the Documents
• Generated documents may be downloaded in the Loans tab

8. • 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