Using the APRWIN Calculator Effectively to Avoid & Correct Violations

Registration Options & Pricing

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Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up

Finance charge miscalculations and other mistakes that result in annual percentage rate (APR) errors can be costly. Proper procedures and reviews of the APR using the OCC’s free APRWIN software will reduce the chances of significant losses. This webinar will provide examples for many different types of loans, but will focus on mortgages. The software has some limitations – based more on the new TRID mortgage disclosures than on the program itself. You will learn about the difficulties these disclosures create and how to approach them using APRWIN, given the information not currently available directly on the closing disclosure. Join us to learn how to recalculate an APR and how to handle disasters due to an error in the original calculation. This situation will often require rebates, and you will be taught how to calculate the amount owed.

Recorded Wednesday, March 1, 2017

Continuing Education: Attendance verification for CE credits upon request


  • The finance charge calculation – a brief review of Regulation Z rules
  • APRWIN basics for all loan types
  • Problems created by the TRID closing disclosure
  • What happens when there is an error?
  • How to calculate rebates when APRs are incorrect

    • Sample documents showing how to approach issues that may occur
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


This informative session is designed for staff who create or review consumer loan disclosures of all types, auditors, loan reviewers, and compliance officers.

PLEASE NOTE: Webinar content is subject to copyright and intended for your individual financial institution’s use only.


Young & Associates, Inc.
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