Revisiting TRID Line-by-Line Part 1: Loan Estimate

May 02, 2017 03:00pm -
May 02, 2017 04:30pm

Event Description

Since October 3, 2015, mortgage lenders have been under the CFPB’s TILA/RESPA Integrated Disclosure (TRID) requirements for applications.  This operational experience has resulted in a certain comfort level with the TRID disclosures.  However, it is important for audit, quality control, and compliance purposes to review the numerous questions and uncertainties regarding how to properly complete the Loan Estimate. 

For TRID, the first step to reducing compliance risk and minimizing tolerance violations is to ensure the Loan Estimate is accurate and complete.  This webinar will examine the Loan Estimate line-by-line and pay particular attention to the differences in purchase, refinance, and home-equity transactions.  Additionally, the requirements for both fixed-rate and adjustable-rate mortgages will be addressed.  Sample and annotated model forms will be used to demonstrate disclosure requirements in specific situations.  This training will revisit the specific disclosure requirements of the Loan Estimate and provide a refresher on formatting, rounding, terminology, and other content requirements.  (Note:  A line-by-line review of the Closing Disclosure will be provided during the webinar mentioned below.)


  • Line-by-line review of the Loan Estimate disclosure requirements
  • Loan Estimate variations based on transaction specifics
  • Analysis of sample forms to demonstrate compliance
  • Tips for pinpointing regulatory sections for additional research and confirmation
  • Analysis of required calculations and disclosure obligations

Attendance verification for CE credits provided upon request.


This informative session is designed for mortgage lenders, compliance staff, and audit teams.  Having representatives from each department will ensure everyone is on the same page regarding the Loan Estimate disclosure requirements.


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Mar 27, 2017.
Regular registration starts on Mar 28, 2017 and ends on May 01, 2017.
Late registration starts on May 02, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 Recorded Webinar + Free Digital Download
Member Fee: $325.00$325.00$325.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00