TRID Basics for Lenders & Processors
September 25, 2025
Live Webinar
DateSep 25, 2025Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- 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
TRID rules continue to grow and evolve, and if you're new to the arena, it can seem very overwhelming.
This session will provide
real-life scenarios and work through the TRID process from preparation of the
Loan Estimate to delivery of the Closing Disclosure. It will address regulatory
requirements, dive into the guidance, and review common errors when completing
the LE and CD and how to avoid them.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Define loans covered by TRID rules
- Describe the requirements for 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 and separate construction and permanent phase closings for construction loans
- Review your projected payment amounts and other calculations for accuracy
- Test charges subject to tolerance standards
- Recognize when a corrected CD is required
WEBINAR DETAILS
Completing the Loan
Estimate and the Closing Disclosure can be daunting. The requirements for each
section of the forms are affected by the purpose of a loan (purchase,
refinance, construction, etc.), whether you allow borrowers to shop for
settlement services, and whether escrow is involved, among other things. These
disclosures must be issued in “good faith” meaning you must provide accurate
information based on available facts. Issues as small as a missed checkbox or
as large as a fee increase may result in a tolerance cure to the borrower. Let's
take some of the fear away and focus on what you can do to ensure your
disclosures are accurate.
WHO SHOULD ATTEND?
This informative session will
benefit loan officers, mortgage officers, loan processors, loan operations
staff, compliance officers, and internal audit staff.
TAKE-AWAY TOOLKIT
- TRID tolerance chart
- Formulas to test TRID calculations
- Sample completed forms
- Employee training log
- Interactive qui
- 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.
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC