Escrow Excellence: From Loan Estimate to Annual Analysis

August 14, 2025
Live Webinar:
DateAug 14, 2025Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions
On-Demand Webinar:
  • 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
See Registration Options

Dive into escrow compliance with this session that will contain the checklists and tools needed to ensure your institution has mastered the regulatory requirements.

Multiple regulations are involved, as well as various disclosures, calculations, statements, and examiner hot spots. Join us to gain the information needed to nail down the numerous requirements for escrow account compliance.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
  • Generate a precise initial escrow account statement
  • Properly disclose escrow items using TRID rules
  • Differentiate between single-item and aggregate analysis
  • Resolve shortages, surpluses, or deficiencies resulting from escrow analysis
  • Conduct system testing for escrow account analysis accuracy
  • Identify escrow requirements under RESPA, TILA, and the Flood Disaster Protection Act
  • Review escrow statements for necessary content
  • Test for examiner-identified escrow accounting issues
  • Educate construction loan borrowers on escrow “payment shock”

WEBINAR DETAILS

Escrow and impound accounts are designed to help homeowners manage property-related expenses in conjunction with their mortgage loan. Lenders must be knowledgeable on escrow establishment, analysis, and account maintenance.

The escrow discussion includes properly disclosing taxes, insurance, etc. on the required TRID documents; generating the initial escrow account statement; and numerous components of account management post-origination. This webinar will explain the escrow analysis process, including how to resolve shortages, surpluses, and deficiencies. It will also review examiner-identified escrow rule violations to ensure you can avoid these weaknesses in your program.

WHO SHOULD ATTEND?

This informative session is designed for compliance officers, auditors, and lending personnel who disclose, calculate, and analyze escrow information for mortgage loans.

TAKE-AWAY TOOLKIT

  • Escrow calculation examples
  • Sample checklists to test disclosure content
  • Escrow reference listing
  • 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.

Presented By

Molly StullMolly Stull
Brode Consulting Services, Inc.
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