Mortgage Lending Compliance Overview

September 30, 2025
Live Webinar:
DateSep 30, 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

Home mortgages are usually the largest loans consumers will undertake and the largest loans a lender will make.

Such an important issue is accompanied by a comparably large number of regulations, documentation, disclosures, and deadlines. It can make your head spin! But this overview will provide resources and lists that will guide you on the path to successful mortgage lending.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
  • Differentiate between a “completed application” for purposes of Reg B (ECOA) and Truth in Lending (Reg Z)
  • Identify the correct disclosures for open- and closed-end products
  • Explain the requirements for adverse action notices
  • Provide examples of how much flood insurance is required
  • Determine the correct definition of “business day” for rescission purposes

WEBINAR DETAILS

The sheer number of documents created during the home mortgage lending process can be overwhelming. Yet each document plays an important part in creating an understanding and agreement between the lender and the borrower. From application through closing, there are many regulations that come into play, including upfront disclosures with HELOC and ARMs; disclosures provided within three days of receiving an application for a closed-end mortgage; credit score notices; appraisal notices and reports; flood determinations and notices… and the list goes on. This webinar will provide an overview of the regulatory requirements, timeframes, and disclosure types. It will also answer some of the commonly asked questions from loan production staff.

WHO SHOULD ATTEND?

This informative session is geared for anyone who takes mortgage loan applications or interacts with prospective borrowers, loan production staff, underwriters, loan officers, funders, quality control staff, compliance personnel, risk management professionals, and auditors.

TAKE-AWAY TOOLKIT

  • List of internet resources
  • Finance charge chart
  • Required disclosure listings per loan type
  • 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

Mary-Lou HeighesMary-Lou Heighes
Compliance Plus, Inc.
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