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FHA Catalyst: Case Binder Module

Part of FHA's multi-year IT Modernization initiative, the Case Binder module, is one component of FHA Catalyst, FHA's, flexible cloud-based technology platform. This module enables lenders to electronically deliver Single Family Forward and Home Equity Conversion Mortgage (HECM) case binders for pre-endorsement reviews, post-endorsement reviews, test cases, and other files requested by FHA.  This system eliminates manual, paper-based processes, leading to increased operational efficiencies.

Mortgage Lender Resources

User Guides

The FHA Catalyst: Case Binder Module User Guide provides detailed instructions for navigating the case binder module.

Access the User Guide (effective 12/15/2023)

Access the User Guide Change Overview (effective 12/15/2023)

FHA Resource Center Knowledge Base 

The FHA Resource Center's online knowledge base includes frequently asked questions about the FHA Catalyst: Case Binder Module.

Access the Online Knowledge Base

Policy

Access the Single-Family Housing Policy Handbook 4000.1 in online or portable document format through HUD's Client Information Policy Systems (HUDCLIPS) Handbooks web page for information on case binder stacking order, in-depth information on FHA policy, event definitions, reporting timeframes, data elements, and post-audit requirements.
Access the file

Module Technology Enhancements

FHA-approved mortgagees can submit single family forward and HECM loan origination case binder documents electronically for FHA endorsement and post-endorsement review in the Loan Review System (LRS).

Who Can Use the FHA Catalyst: Case Binder module?

  • All FHA-approved lenders who were previously required to submit paper case binders to FHA's Homeownership Centers for multiple program participation requirements;
  • Lenders seeking Unconditional Direct Endorsement authority who are required to submit Test Cases; and
  • Lenders not approved for electronic Case Binder (eCB) submission through FHA Connection.

FHA will be adding additional functionality to the FHA Catalyst platform in the coming months and years.

FHA Catalyst Case Binder Module Onboarding

Mortgagees should visit the FHA Catalyst User Access Management web page for guidance on requesting access to the FHA Catalyst: Case Binder Module.

About FHA Catalyst

FHA has embarked on a multi-year IT modernization initiative, FHA Catalyst, which is already improving how mortgagees and their authorized users do business with FHA. FHA Catalyst is supported by a $40 million appropriation from Congress and a partnership between the HUD Chief Information Officer (CIO) and the Federal Housing Commissioner. FHA Catalyst is a secure, flexible, cloud-based platform that will provide a modern, automated system for lenders, servicers, and other FHA program participants. FHA Catalyst enables FHA to more efficiently and effectively manage its programs and processes, benefiting the those who do business with FHA.