All Things TRID

Even though TRID has been around for over 7 years now, it continues to confuse and confound. Plus there have been changes and additions to the rule. You’ve probably run into many of the same issues many of your peers are, and you likely have many of the same questions. TRID is always at or near the top of the list of common violations and problems. There continue to be areas of confusion that need clarity.

This webinar is intended to review and discuss the extensive ins and out regarding TRID, including the most recent updates and some continued unresolved questions and how to deal with them. As well, there are many pain points in both the new loan process and disclosures that we’ll review in order to formulate some best practices. We’ll talk specifics about the Loan Estimate and Closing Disclosure, as well as some of the frequent violations.

Covered Topics

  • Detailed TRID coverage requirements – what is covered and what is not?
  • Reform provisions – what will they do? What can we expect?
  • Criticality of meeting the timing and delivery requirements of the Loan Estimate and the Closing Disclosure
  • Ensuring your application process is sound
  • Issues around the content of the Loan Estimate and the Closing Disclosure – specific line items and questions
  • Variations/tolerance issues – what is the “fee tolerance baseline”? When we can issue a revised LE (and/or CD?) How and when should we remediate?
  • Documenting changed circumstances – perhaps the most important thing you can do
  • Changes before closing – is a new waiting period required?
  • Pre-disclosure requirements – collecting fees and obtaining “intent to proceed”
  • Pre-qualifications and preapprovals (are there such things anymore?)
  • Keeping straight the business day differences and the mailing rule
  • When to rely on automation vs. when not to
  • Proving your good faith efforts to comply
  • Redisclosure and reimbursement – when and how?
  • And much more

Who Should Attend?

Anyone in the institution having responsibilities in the consumer mortgage environment, including loan officers, processors, clerks, closing agents, and so forth. Also compliance officers and counsel will benefit from the information provided in this webinar.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

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Related Topics

Instructor

Carl Pry
Carl Pry

Carl Pry is a Certified Regulatory Compliance Manager (CRCM) and Certified Risk Professional (CRP) who is a Managing Director for Treliant Risk Advisors in Washington, DC. Through his working career, ... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
All Things TRID 2022.25 Any AnyWebinarOn-Demand Carl Pry$279.00 Register Now
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a phone for the audio. You can type and send your questions to the instructor.  And don‰’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS CD-ROM VIDEO:

By adding the CD-Rom to your order, you will have non- internet access to make the webinar part of your training library.  The CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

Recorded Webinar Options available as Twelve Months OnDemand and Twelve Months OnDemand and CD-Rom

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