TRID: Auditing the LE & CD for Compliance

Audit & Accounting Compliance Lending

On-Demand Webinar

StreamedApr 22, 2026Duration90 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

See Registration Options

Catch TRID errors and omissions before they cost you!

TRID continues to challenge lenders and auditors with its complex, high‑risk requirements. This webinar will equip participants with the knowledge and tools to audit the Loan Estimate (LE) and Closing Disclosure (CD) for accuracy and compliance. Learn how to verify delivery timing, evaluate good faith standards, and determine when a changed circumstance is valid and properly documented. Join us for this high-impact session designed to give auditors the clarity, confidence, and practical resources they need to navigate TRID compliance effectively.

KEY WEBINAR TAKEAWAYS

Timing requirements
Determining if a valid changed circumstance occurred
Auditing loan documentation for TRID compliance
Confirming if disclosures were issued in good faith

BONUS MATERIALS

TRID formulas to verify key calculations
Sample loan cost comparison worksheet to determine good faith
Tolerance chart identified by fee category
Explanation of the FFIEC’s federal disclosure computational tools

WEBINAR DETAILS

TRID remains one of the most complex and high-risk regulatory requirements, making it essential for institutions to have strong tools and processes in place to routinely audit the Loan Estimate (LE) and Closing Disclosure (CD) for accuracy and compliance. In this session, we will break down the most critical TRID requirements, including document delivery timing, evaluating whether the good faith standard has been met, and determining when a changed circumstance is valid — and properly supported by file documentation. Participants will receive a practical walkthrough of the FFIEC’s disclosure computational tools, learning how to test and validate the accuracy of the annual percentage rate (APR) and finance charges with confidence.

WHO SHOULD ATTEND?

Mortgage lenders
Loan processors
Loan closers
Compliance and risk personnel
Auditors

TAKE-AWAY TOOLKIT

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.