Top 10: Focusing on the TRID Issues that Matter Most
On-Demand Webinar
StreamedSep 26, 2024Duration90 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
Got TRID violations? If so, you are not alone.
They are among the top issues
cited by examiners. TRID rules continue to grow and evolve, and examiners are
diving deeper into disclosures and processes to ensure accurate documents are
being provided to applicants and borrowers. Join us to learn about the rules
and regs and how to avoid the top 10 errors.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Define loans covered by TRID rules
- Describe field requirements in each section of the Loan Estimate (LE) and Closing Disclosure (CD)
- Distinguish between a loan’s purpose under TRID versus HMDA versus URLA
- Explain when a revised LE is necessary
- Understand requirements for single-close, separate construction, and permanent-phase closings for construction loans
- Review projected payment amounts and other calculations for accuracy
- Test charges subject to tolerance standards
- Recognize when a corrected CD must be provided to the borrower
WEBINAR DETAILS
TRID continues to top the
list of violations most cited by examiners. The issues may be as small as a
missed checkbox or as large as a fee increase that results in a tolerance cure.
The compliance efforts of your loan operations team over the last several years
have likely been devoted to understanding when TRID applies and ensuring
disclosures are provided to borrowers in a timely, accurate manner.
This session will review
sample disclosures for fixed-rate, adjustable-rate, and construction loans. It
will address regulatory requirements, dive into guidance, and review the 10
most-cited errors when completing the LE and CD.
WHO SHOULD ATTEND?
This informative session
is designed for loan officers, loan operations personnel, compliance officers,
and internal auditors.
TAKE-AWAY TOOLKIT
- TRID tolerance chart
- Formulas to test TRID calculations
- Sample completed forms
- 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.
Presented By
Brode Consulting Services, Inc.
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