Get Application For Master Policy - Calhfa Mis 2.doc - Calhfa Ca

Navigating paperwork can be challenging, but filling out the Application For Master Policy with CalHFA is a structured process. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to successfully complete your application online.

1. Click ‘Get Form’ button to access the Application For Master Policy and open it in your editor.
2. Fill in the institution name at the top of the form in the designated field.
3. Complete the street address, city, state, zip code, and phone number fields with your institution's information.
4. Select the type of institution by checking the appropriate box, ensuring the designation aligns with your organization.
5. Indicate your institution's membership status by checking any relevant boxes (FDIC, FRS, etc.) and provide additional details where necessary.
6. List any approvals your institution has by checking the relevant boxes and providing the name of the private mortgage insurance company, if applicable.
7. State which products you are interested in originating under the master policy in the specified area.
8. Answer whether your institution will service the loans originated under this master policy. If not, specify the institutions to which servicing will be transferred.
9. Gather the required documentation, including audited financial statements, underwriting guidelines, organizational chart, and a list of originating offices.
10. Submit the completed form along with the necessary documents to the specified address, ensuring everything is accurate before sending.
11. After submission, await further instructions if additional information is needed or if an on-site visit will be required.
12. Once all steps are completed, you can save the form, download it, print a copy, or share it as needed.

Complete your documents online today to ensure a smooth application process.