Oct 2

Proper Preparation of the TRID Loan Estimate & Closing Disclosure

Registration Options & Pricing

Please select your membership status.

Live Webinar Includes

  • One connection to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

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

Since October 3, 2015, mortgage lenders have been required to comply with the TILA/RESPA Integrated Disclosure (TRID) requirements. This operational experience has resulted in a certain comfort level with the TRID disclosures. However, the Bureau of Consumer Financial Protection (BCFP) has adopted numerous changes to the disclosure requirements, including TRID amendments effective October 1, 2018. Auditors and examiners continue to closely scrutinize lenders’ TRID compliance.

The Loan Estimate and Closing Disclosure include detailed and complex disclosure requirements. Further, transaction-specific requirements demonstrate the importance of audit and quality-control processes to ensure compliance. This webinar will revisit specific disclosure requirements and address common questions. Sample and annotated model forms will be used to demonstrate disclosure requirements in specific situations.

Continuing Education:   Attendance verification for CE credits upon request


  • Loan Estimate and Closing Disclosure requirements
  • Disclosure variations based on transaction specifics
  • Sample forms to demonstrate compliance
  • Tips for pinpointing regulatory sections for additional research and confirmation
  • Analysis of required calculations and disclosure obligations

    • Sample Loan Estimate and Closing Disclosure forms, with annotated forms showing regulatory and legal citations
    • Guide to the Loan Estimate and Closing Disclosure forms
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


"Analyzing Common TRID Compliance Violations"
Thursday, November 1, 2018


This informative session is designed for mortgage lenders, compliance staff, and audit teams. Having representatives from each department will ensure everyone is on the same page regarding TRID disclosure requirements.


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.


Howard & Howard Attorneys PLLC
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