Thursday
Jun 11
2020

Completing the TRID Loan Estimate Line-by-Line

Registration Options & Pricing

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Recorded Webinar Includes

  • Recording of the Live Webinar
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up
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9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Is your institution due for a TRID checkup? Have you accounted for recent construction loan guidance? Attend this jam-packed webinar for a thorough review of best practices, examiner expectations, and information about the latest TRID-related developments.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Define loans covered by TRID rules
  • Distinguish between the loan purpose under TRID versus HMDA versus URLA
  • Explain when a revised Loan Estimate is necessary
  • Understand requirements for single-close and separate construction, and permanent phase closings for construction loans
  • Test your projected payment amounts and other calculations for accuracy

WEBINAR DETAILS

For some, complying with the integrated disclosure rules (TRID) has been much like planning for and raising children. We read all the books (regulations) and attended classes. We vetted the best systems and talked to peers to see what they were using. Then, on October 3, 2015, the rules went into effect, and just like with parenting, no one (systems providers, bankers, examiners) was really prepared. Fast-forward a few years and the TRID rules continue to grow and evolve with recent guidance for construction loans. Examiners are focusing on disclosures and processes to ensure you are providing accurate documents to applicants and borrowers.

This session will review sample integrated disclosures for fixed rate, adjustable rate, and construction loans. It will cover the regulatory requirements, dive into the guidance, and review common errors when completing the Loan Estimate.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This informative session is designed for loan officers, loan operations personnel, compliance officers, and internal auditors.

TAKE-AWAY TOOLKIT

  • Sample changed circumstances form
  • TRID tolerance chart
  • Formulas to test TRID calculations
  • Employee training log
  • Interactive quiz

DON'T MISS THESE RELATED WEBINARS!

"Completing the TRID Closing Disclosure Line-by-Line"
Tuesday, July 14, 2020

"SAFE Act Compliance for Mortgage Loan Originators (MLOs)"
Thursday, September 3, 2020

 

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

Brode Consulting Services, Inc.
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