California Housing Finance Agency

The buyer is seeking a solution provider to design, develop, and implement a Leads Generation Program System. The system will allow California homebuyers to submit applications directly to CalHFA Leads Program Preferred Loan Officers. The project includes developing a public-facing interface, intake system, eligibility screening, and reporting capabilities. The solution must be secure, multi-lingual, and integrate with existing systems.

• 2/15/2025 - Proposal Due Date

• Develop a co-branded landing page for consumer referrals
• Create an intake system for applicant profile information
• Implement security and identity verification features
• Design a pre-eligibility screening process based on program criteria
• Develop a reporting system with configurable fields
• Integrate a chatbot for user inquiries
• Enable integration with CalHFA proprietary systems
• Provide multi-language support (minimum 6 languages)
• Implement a case management solution for application queue
• Create access for CalHFA Leads Program Preferred Loan Officers