Fall 2025 TRID Series

The Fall 2025 TRID Series is made up of three distinct TRID sessions.

October 28th – TRID – Understanding the Facts (2:00 – 3:30 PM ET)

TRID compliance remains one of the most common violation areas in mortgage lending. Nearly a decade in, its complexity—strict timing, evolving rules, and coordination with third parties—still challenges lenders and compliance teams. In this session, you’ll get a clear, practical overview of TRID, including:

• • Covered vs. exempt transactions

  • Loan Estimate and Closing Disclosure requirements

  • Tolerances, good faith, and revised disclosures

  • Waivers, pre-disclosure activities, and top exam issues

Join us to stay current, avoid common pitfalls, and strengthen your TRID compliance skills.

October 30th – TRID – Diving into the Loan Estimate (LE) (2:00 – 3:30 PM ET)

The Loan Estimate (LE) is one of the trickiest parts of TRID compliance. Accuracy, timing, coordination, and technology all matter—and mistakes can be costly. In this session, you’ll get a line-by-line walkthrough of the LE, including:

• • General information and loan terms

  • Projected payments and closing costs

  • Comparisons and other considerations

  • Top issues and common pitfalls

Attend to master the LE, avoid violations, and strengthen your TRID compliance skills.

November 4th – TRID – Diving into the Closing Disclosure (CD) (2:00 – 3:30 PM ET)

The Closing Disclosure (CD) is one of the most challenging parts of TRID compliance. Accuracy, timing, tolerances, and coordination with multiple parties make it tricky—but essential.

This session gives you a line-by-line walkthrough of the CD , including:

• • General information and loan terms

  • Projected payments and closing costs

  • Summaries, loan disclosures, and other key sections

  • Top issues and common pitfalls

This session will help you ensure accuracy, reduce risk, and strengthen your TRID compliance with practical, actionable guidance.