Escrow Excellence: From Loan Estimate to Annual Analysis

Compliance Lending Operations

On-Demand Webinar:

StreamedAug 14, 2025Duration90 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

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.