HELOC How-To: From Application to End

Auditing & Accounting Compliance Lending

On-Demand Webinar:

StreamedMay 19, 2026Duration90 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

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Home equity lines of credit (HELOCs) require precision from start to finish.

This session will explore every stage of HELOC compliance, from the initial application through end-of-draw. Learn how Regulation Z defines the boundaries of permissible changes, what modifications are off-limits, and how to effectively communicate adjustments to borrowers. Receive practical, step-by-step guidance designed to ensure full compliance, reduce regulatory risk, and enhance operational accuracy. Join us to gain the specialized knowledge needed to manage HELOCs with confidence.

KEY WEBINAR TAKEAWAYS

Compliance disclosures applicable to HELOCs
When and how additional extensions may be prohibited
Calculating and documenting a significant decline in home value
Executing the right of rescission

BONUS MATERIALS

Periodic disclosure checklist
Compliance disclosure checklist
Reducing an available line worksheet
Resolution of circumstance worksheet

WEBINAR DETAILS

Home equity lines of credit (HELOCs) come with unique and highly specific compliance requirements that go beyond traditional mortgage lending. While some disclosures mirror those of closed-end loans, HELOCs carry additional obligations that demand focused attention and specialized expertise. Many consumer regulations allow flexibility in changing terms, but Regulation Z strictly limits what can be changed on a HELOC and understanding those limitations is critical. We will break down what modifications are permissible, what is prohibited, and how to properly communicate changes to borrowers to remain compliant. This in-depth webinar will walk you through the full lifecycle of HELOC compliance, from application to end-of-draw management.

WHO SHOULD ATTEND?

Mortgage lenders
Consumer lenders
Loan processors and servicers
Compliance and risk officers
Underwriters

TAKE-AWAY TOOLKIT

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.