Nov 14

Mortgage Lender Training Part 3: Mortgage Life-of-Loan: Decision-Making, Appraisals, Post-Closing Requirements

Registration Options & Pricing

Please select your membership status.

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

12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Examiners expect compliance with the annual training requirements of the mortgage loan originator rules. Can you prove that training has been provided and that it was effective? This three-part mortgage lending training series will outline the required steps at each point of the mortgage lifecycle. Part 3 will focus on the end of the mortgage lifecycle and the requirements when a loan application has been denied, withdrawn, or approved not accepted.

Continuing Education:   Attendance verification for CE credits upon request


  • Pain points in providing accurate closing disclosures and post-closing disclosures
  • April 28, 2018, CFPB amendments: what happens when estimated charges change after the closing disclosure has been delivered?
  • What rescission rules must be followed?  When do they apply?
  • What RESPA rules still apply?
  • Denied loan notifications
  • How should withdrawn and approved-not-accepted loan applications be documented?
  • Review of HMDA reporting and selected portions of the 2018 rules 
    • Note:  new rules are expected due to passage of Senate Bill 2155 for regulatory relief
  • Flood insurance calculation examples

    • Matrix of 28 types of consumer and commercial real-estate-secured loans showing requirements and disclosures timetable
    • Checklist for consumer-purpose, closed-end loans secured by real property
    • HMDA flowchart under the 2018 rules
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


"Mortgage Lender Training Part 1: Life-of-Loan Reg B Requirements,
Including Application, Monitoring & Disclosures"

Wednesday, September 12, 2018

"Mortgage Lender Training Part 2:
Mortgage Life-of-Loan: Processing, Underwriting & Notices"

Thursday, October 11, 2018


This informative session is designed for mortgage lenders, compliance officers, auditors, loan officers, loan assistants, and loan administration staff. Both new and seasoned staff will benefit.


NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.


Compliance Consulting and Training for Financial Institutions
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