TRID Breakdown Part 1: Loan Estimate for Fixed-Purchase, Variable-Refinance & Construction

Compliance Lending Operations

On-Demand Webinar:

StreamedOct 14, 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

See Registration Options

Build accurate TRID disclosures from the very first estimate.

Learn where examiners find the most common loan estimate errors before they become costly compliance findings. This webinar will equip lenders and compliance professionals to prepare accurate construction loan estimates, avoid common TRID errors, and meet examiner expectations with confidence.

KEY WEBINAR TAKEAWAYS

“Purpose” under TRID versus HMDA versus URLA
Disclosure requirements for pre-qualifications and pre-approvals
Timing and delivery requirements for the loan estimate
When a revised loan estimate is necessary
Requirements for single-close and separate construction and permanent phase closings for construction loans

BONUS MATERIALS

TRID tolerance chart
Formulas to test TRID calculations
Loan purpose examples

WEBINAR DETAILS

Issues with Reg Z are the number one cited violation during regulatory compliance exams, and many of the errors involve TRID. The examiners are diving deeper into your disclosures and processes to ensure you are providing accurate documents to your applicants. What issues are the examiners finding and how can you avoid similar errors at your institution? In this session we will review sample loan estimates for fixed-rate and variable-rate construction loans. In reviewing these documents we will discuss regulatory requirements, dive into the guidance, and review common errors made when completing the loan estimate.

WHO SHOULD ATTEND?

Mortgage loan officers
Loan operations personnel
Compliance officers
Internal audit

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.