Escrow Excellence: From Loan Estimate to Annual Analysis
On-Demand Webinar
StreamedAug 14, 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
Dive into escrow compliance with this session that will contain the checklists and tools needed to ensure your institution has mastered the regulatory requirements.
Multiple regulations are
involved, as well as various disclosures, calculations, statements, and
examiner hot spots. Join us to gain the information needed to nail down the
numerous requirements for escrow account compliance.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Generate a precise initial escrow account statement
- Properly disclose escrow items using TRID rules
- Differentiate between single-item and aggregate analysis
- Resolve shortages, surpluses, or deficiencies resulting from escrow analysis
- Conduct system testing for escrow account analysis accuracy
- Identify escrow requirements under RESPA, TILA, and the Flood Disaster Protection Act
- Review escrow statements for necessary content
- Test for examiner-identified escrow accounting issues
- Educate construction loan borrowers on escrow “payment shock”
WEBINAR DETAILS
Escrow and impound accounts are designed to help
homeowners manage property-related expenses in conjunction with their mortgage
loan. Lenders must be knowledgeable on escrow establishment, analysis, and account
maintenance.
The escrow discussion includes properly disclosing
taxes, insurance, etc. on the required TRID documents; generating the initial
escrow account statement; and numerous components of account management post-origination.
This webinar will explain the escrow analysis process, including how to resolve
shortages, surpluses, and deficiencies. It will also review examiner-identified
escrow rule violations to ensure you can avoid these weaknesses in your program.
WHO SHOULD ATTEND?
This informative session
is designed for compliance officers, auditors, and lending personnel who
disclose, calculate, and analyze escrow information for mortgage loans.
TAKE-AWAY TOOLKIT
- Escrow calculation examples
- Sample checklists to test disclosure content
- Escrow reference listing
- 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.
TESTIMONIALS
"It was clear and to the point. The speaker stayed on topic and was able to hold our attention the entire time."
- Virginia, First National Bank
Presented By

Brode Consulting Services, Inc.
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