Real Estate Loan Documentation Basics
On-Demand Webinar:
StreamedJul 9, 2024Duration90 minutes
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Do you make residential real estate loans?
Do you have the documentation
requirements mastered, or would a checklist be helpful? Which regulations
govern the process? What about flood insurance, appraisal, loan estimate, and closing
disclosure documentation? This impactful program will address all these issues
and more. Join us to get real estate loan documentation down pat!
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Identify potential fair lending issues in loan documentation
- Understand E-SIGN requirements for electronic disclosures
- Gather required GMI and HMDA data
- Determine if appropriate flood insurance is in place
- Review appraisal requirements
- Avoid TRID errors on loan estimates and closing disclosures
- Document compliance with BSA requirements
- Use provided checklists to verify loan file documentation
WEBINAR DETAILS
Over the last
several years, the thickness of an average loan file has grown from being
measured in millimeters to inches. This is especially true for residential real estate loans. Compliance staff are
often responsible for reviewing these loan files either during the underwriting
and approval process or in the days after closing. But with so many regulations
governing loan compliance, exactly what should be included? What documents are
required and what important things need to be verified on each? This jam-packed
session will explain how to avoid mistakes when preparing consumer real estate loan
files.
WHO SHOULD ATTEND?
This session is designed
for consumer mortgage loan officers, loan operations personnel, compliance
officers, and internal auditors.
TAKE-AWAY TOOLKIT
- Consumer real estate loan documentation checklist
- Flood insurance determination worksheet
- Sample changed circumstance form
- Red flag data checklist
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
TESTIMONIALS
"Dawn's presentation was great. It's very clear and has lots of great information! Thank you!"
- Sheila, SMW Financial Credit Union
"The webinar was well organized, and the presenter was very knowledgeable."
- Tammi, Jefferson Credit Union
Presented By
Brode Consulting Services, Inc.
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
