Hale Kamaʻaina Mortgage – Program Participating Lender Onboarding Checklist
Lenders desiring to participate in the Hale Kamaʻāina Program must be approved by HHFDC and the Master Servicer, The Money Source, Inc. (TMS). Lenders must also complete required training through eHousingPlus. Use this checklist to complete the onboarding process.
This page is for reference and instructional purposes.
1. HHFDC Approval
- Execute HHFDC Mortgage Origination Agreement
- Include Corporate Resolution authorizing execution by signer
- Include a “Compliant” Hawaii Compliance Express (HCE) Certificate
- Complete the Participating Lender Information Sheet
Email the HHFDC documents to [email protected] or mail them to the check address below.
- $250 check payable to:
Hawaii Housing Finance and Development Corporation
Finance Branch – Hale Kamaʻāina Team
677 Queen Street, Suite 300, Honolulu, HI 96813
Note: Payment may be made in the form of a money order, cashier’s check, or business check. Electronic payments are not accepted. HHFDC approval will not be finalized until payment is received.
2. TMS Approval
- Execute and submit the TMS Correspondent Loan Purchase Agreement following TMS’ instructions.
You must contact TMS for the Correspondent Loan Purchase Agreement and instructions at [email protected].
Note: There is no TMS HCE requirement or annual participation fee.
3. eHousingPlus Approval
- Upon notification from HHFDC that Lenders are approved by HHFDC and TMS, eHousingPlus will coordinate directly with your corporate team to complete the onboarding process.
Once onboarding is finalized, all individuals who will originate loans under the program will be required to complete lender training. This training can be conveniently accessed through eHP University, allowing participants to complete it at their own pace.
Upon successful completion of the training, eHousingPlus will issue user credentials, granting access to both the eHPortal and eHP FrontPorch—platforms designed to support lenders with program participation, compliance submission, and ongoing communication.
If you have any questions concerning the onboarding process, please contact [email protected].
Who Must Attend Training?
Anyone who will work with the Hale Kamaʻāina Programs must attend training. This includes all loan officers, processors, closers, and underwriters. Participating Lenders must complete training to obtain credentials for the eHPortal.
Note: No HCE requirement, agreement, or fee required for this step.
Important: Loan reservations cannot be made until required training is completed.
