TRID Basics for Lenders & Processors

Compliance Human Resources Lending Operations

On-Demand Webinar:

StreamedSep 25, 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

TRID rules continue to grow and evolve, and if you're new to the arena, it can seem very overwhelming.

This session will provide real-life scenarios and work through the TRID process from preparation of the Loan Estimate to delivery of the Closing Disclosure. It will address regulatory requirements, dive into the guidance, and review common errors when completing the LE and CD and how to avoid them.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Define loans covered by TRID rules
Describe the requirements for each section of the Loan Estimate (LE) and Closing Disclosure (CD)
Distinguish between a loan’s “purpose” under TRID versus HMDA versus URLA
Explain when a revised LE is necessary
Understand requirements for single-close and separate construction and permanent phase closings for construction loans
Review your projected payment amounts and other calculations for accuracy
Test charges subject to tolerance standards
Recognize when a corrected CD is required

WEBINAR DETAILS

Completing the Loan Estimate and the Closing Disclosure can be daunting. The requirements for each section of the forms are affected by the purpose of a loan (purchase, refinance, construction, etc.), whether you allow borrowers to shop for settlement services, and whether escrow is involved, among other things. These disclosures must be issued in “good faith” meaning you must provide accurate information based on available facts. Issues as small as a missed checkbox or as large as a fee increase may result in a tolerance cure to the borrower. Let's take some of the fear away and focus on what you can do to ensure your disclosures are accurate.

WHO SHOULD ATTEND?

This informative session will benefit loan officers, mortgage officers, loan processors, loan operations staff, compliance officers, and internal audit staff.

TAKE-AWAY TOOLKIT

TRID tolerance chart
Formulas to test TRID calculations
Sample completed forms
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.