Total TRID Training: Part 3

February 23, 2021

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Description:

You can save a total of $300 by purchasing the 4-part bundle by December 11th!

This is ONLY PART 3 of a four part series.  Please pay special attention to the “Program Content” section for specific information about part 4 unless you are purchasing the BUNDLE

WHAT?

The Truth In Lending/Real Estate Settlement Procedures Integrated Disclosures (TRID) requirements are overwhelming for almost everyone, but especially so for someone with little or no experience with the requirements. The TRID rules were originally published in 2013 and were effective in October 2015. Final TRID 2.0 rules were published in July 2017, and were effective on October 1, 2018. The next version of the TRID rules are in development right now.

This four-part program provides the information needed to master the TRID rules. It focuses on origination of closed-end loans secured by real property. It does not cover open-end credit or credit that is unsecured or secured by collateral other than real property or a cooperative unit.

WHY?

This four-part program provides a very comprehensive review of the TRID rules, the Loan Estimate (LE), and the Closing Disclosure (CD). Whether you are new to TRID or a veteran seeking a review of the requirements this program will meet your needs.

Participants receive a detailed manual that serves as a handbook long after the program is completed.

PROGRAM CONTENT

The TRID rules are divided into the four parts of this program. While it appears that certain content is repeated in more than one part, the content of certain disclosures vary between the LE and the CD, and there are definitely different rules for construction loans.

CLICK HERE FOR ADDITIONAL SAVINGS WITH FOUR PART BUNDLE 

Part 1 January 14, 2020 (click here to register for Part 1 only)

  • General Rules
    • Covered Transactions
    • Exempt Transactions
    • Predisclosure Activity
    • Early Disclosures
      • Loan Estimate
      • Shopping Disclosure
      • Toolkit
    • Tolerance
    • Good Faith
    • Revised Disclosures
      • LE
      • CD
    • Waiver of Waiting Period

Part 2 February 4, 2021(click here to register for Part 2 only)

  • Loan Estimate – Line-by-Line
    • General Information
    • Loan Terms
    • Projected Payments
    • Costs at Closing
    • Loan Costs
    • Other Costs
    • Calculating Cash to Close
    • Comparisons
    • Other Considerations
    • Air Table
    • AP Table
    • Confirm Receipt

Part 3 February 23, 2021 

  • Closing Disclosure – Line-by-Line
    • General Information
    • Loan Terms
    • Projected Payments
    • Costs at Closing
    • Loan Costs
    • Other Costs
    • Calculating Cash to Close
    • Summaries of Transactions
    • Loan Disclosures
    • Loan Calculations
    • Other Disclosures
    • Contact Information
    • Air Table
    • AP Table
    • Confirm Receipt

Part 4 March 9, 2021 (click here to register for Part 4 only)

  • TRID for Construction Loans
    • Scope
    • Timing
    • Appendix D
    • General Information
    • Loan Terms
    • Projected Payments
    • Loan and Other Costs
    • Calculating Cash to Close
    • Summaries of Transactions
    • Loan Disclosures
    • Air Table
    • AP Table
    • Loan Calculations
    • Other Disclosures
    • Contact Information
    • Confirm Receipt

WHO?

The program is designed for loan officers, compliance officers, loan support staff, marketing staff, auditors, and any others with responsibilities related to the TRID rules.

*This program will start at 2:00 PM EST, 1:00 PM CST, 12:00 PM MST, or 11:00 AM PST

**Recording Available

This webinar will be recorded and sent to all registrants.  You will receive links to the recording following the program.  These recordings have unlimited viewings and are available for up to one year.

Early Discount Pricing will be available until December 11th

Presenters:

Jack Holzknecht

Jack Holzknecht is the CEO of Compliance Resource, LLC. He has been delivering the word on lending compliance for 44 years. In 39 years as a trainer over 147,000 bankers (and many examiners) have participated in Jack’s live seminars and webinars. Jack’s career began in 1976 as a federal bank examiner.  He later headed the product and education divisions of a regional consulting company. There he developed loan and deposit form systems and software. He also developed and presented training programs to bankers in 43 states. Jack has been an instructor at compliance schools presented by a number of state bankers associations. As a contractor he developed and delivered compliance training for the FDIC for ten years. He is a Certified Regulatory Compliance Manager and a member of the National Speakers Association.

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Price: $0.00
Start Time: 2:00 pm EST
End Time: 4:00 pm EST
Date:

February 23, 2021

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