HMDA Reporting: Lessons Learned, Common Mistakes & FAQs

Sep 21, 2018 11:00am -
Sep 21, 2018 12:30pm

Event Description

January 1, 2018, was the effective date for extensive, complex HMDA rule changes.  This fast-paced webinar will cover implementation challenges and lessons learned after nine months of data collection under the new rules.  Join us to learn HMDA reporting best practices, how to avoid common mistakes, and answers to frequently asked questions.


  • Six keys for accurate HMDA reporting
    • Using HMDA resources to understand key details
    • Tips for validity edits
    • Submitting questions to the CFPB
    • Accuracy in systems
    • Clarifying confusing definitions
    • HMDA as a team sport
  • Four-step HMDA reporting process
    • Is there a purpose exclusion?
    • Is the transaction dwelling-secured?
    • Is the transaction an extension of credit?
    • Do other exclusions apply?
  • 25 FAQs from webinar participants
  • Pain points and common reporting mistakes and solutions

Take-Away Toolkit

  • HMDA key dates timeline and coverage charts
  • Compliance resources, including submission checklists and fair lending considerations
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

Who Should Attend?

This informative session is designed for loan operations staff, lenders, lending assistants and processors, compliance officers, fair lending officers, and auditors.


Registration Options:

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 Apr 25, 2018.
Regular registration starts on Apr 26, 2018 and ends on Jan 31, 2019.
Late registration starts on Feb 01, 2019.
(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: $345.00$345.00$345.00
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