Total TRID Training - Part I

This 4 part webinar series will be held on August 4th-6th and 10th. Please register for this event HERE.

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.

The "Total TRID Training - Part I" webinar has been approved for 2.5 CRCM credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for Live attendance only. To receive a certificate, email streaming@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.

Covered Topics

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.

  • 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

Who Should Attend?

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.