{"id":17580,"date":"2026-01-28T16:57:57","date_gmt":"2026-01-28T16:57:57","guid":{"rendered":"https:\/\/chenoafund.org\/?p=17580"},"modified":"2026-01-28T16:57:57","modified_gmt":"2026-01-28T16:57:57","slug":"1-28-26-client-access-portal-updates","status":"publish","type":"post","link":"https:\/\/chenoafund.org\/1-28-26-client-access-portal-updates\/","title":{"rendered":"1\/28\/26 Client Access Portal Updates:"},"content":{"rendered":"

We have updated the Client Access Portal (CAP) to streamline the deficiency process. In the past, all deficiencies fell under the Purchase Conditions tab until the loan was purchased, then everything moved to the QC Conditions tab. For more clarity, we have added two new tabs.<\/span><\/p>\n

Clients will now find the following:<\/span><\/p>\n

Purchase Conditions: A tab for any deficiencies that must be cleared prior to CBC Mortgage Agency purchasing the first lien.\u00a0<\/span><\/p>\n

Post Purchase Conditions: A new tab for any deficiencies that need to be cleared for investors or any items post purchase for CBC Mortgage Agency. If items are in this tab before CBC Mortgage Agency has purchased the loan, they do not need to be cleared prior to purchase.<\/span><\/p>\n

Servicing: A new tab where a copy of the goodbye letter for the transfer of the first lien to CBC Mortgage Agency may be found.<\/span><\/p>\n

QC Conditions: Any deficiencies found in a quality control audit that need to be cleared.\u00a0<\/span><\/p>\n

A training video on this new process is available in the micro training section of the Client Access Portal. Please note you will only be able to access the training if you have a login to CAP.\u00a0<\/span><\/p>\n

If you have any questions on this new process, please contact Director of Operations, Dianah Hart, dianah.hart@chenoafund.org<\/a> or Purchase Clearing team, purchaseclearing@chenoafund.org<\/a>. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

We have updated the Client Access Portal (CAP) to streamline the deficiency process. In the past, all deficiencies fell under the Purchase Conditions tab until…<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[104],"tags":[750,751],"class_list":{"0":"post-17580","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-updates-and-announcements","7":"tag-client-access-portal","8":"tag-post-purchase-conditions"},"yoast_head":"\n1\/28\/26 Client Access Portal Updates: - CBC Mortgage Agency<\/title>\n<meta name=\"description\" content=\"We have updated the Client Access Portal (CAP) to streamline the deficiency process.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/chenoafund.org\/1-28-26-client-access-portal-updates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"1\/28\/26 Client Access Portal Updates: - 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