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Key Dates, Fewer Mistakes: Your Guide to a Smoother Mortgage Process

Compliance timing isn’t just a detail; it’s the difference between a smooth loan process and costly mistakes. Master the critical deadlines and triggers from application to closing so your team stays confident, consistent, and audit-ready.

Upcoming
DATE

Tuesday, July 28, 2026
2:30 pm - 4:00 pm

INSTRUCTOR

Molly Stull

FORMAT

Webinar

CREDIT TYPE

2 CRCM Credits

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Compliance
  • General Compliance
  • Lending
  • Lending Compliance
  • Mortgage Lending
  • Compliance Officer
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender

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Meeting timing requirements and recognizing key triggering events aren’t just operational details; they’re the foundation of compliant consumer real estate lending. With a complex web of regulations governing when and how written disclosures must be delivered, even small missteps can create significant risks. Requirements can shift based on lien position, the number of applicants, and even subtle differences in how common terms are defined.

Adding to the challenge, some deadlines are measured in calendar days while others rely on specific business day definitions, making consistency and clarity in your process critical.
Join us as we walk step-by-step through the consumer mortgage loan lifecycle, from application to closing, highlighting the timing rules, documentation requirements, and practical considerations that keep your files on track.

Without a clear understanding of these compliance expectations, assembling a complete and accurate loan file can quickly become overwhelming. Now is the time to evaluate your processes, strengthen your procedures, and ensure your team is equipped to meet every requirement with confidence.

What You'll Learn

  • Explain when to use business days versus calendar days in meeting compliance requirements
  • Identify triggering events that determine when compliance notices are required
  • Understand critical regulatory compliance timing requirements, including timing of the loan estimate and calculation of the right of rescission period
  • Recognize the importance of documenting a valid change in circumstance

Who Should Attend

This informative session is designed for mortgage lenders and loan processors, as well as those responsible for auditing and reviewing loan files including loan review personnel, compliance officers, and internal auditors.

Molly Stull

Instructor Bio

Molly began her banking career on the teller line while working on her undergraduate degree and has continued working in the financial industry ever since. Some of her experience includes roles in operations, business resumption planning, consumer compliance, and conducting audits. Her favorite role is ensuring that her audience, whether on the sports field or in the financial industry, understands the "why" behind the rule. Her wealth of financial knowledge and her numerous years of experience enable her to relate the material to the audience.

Continuing Education Credit Information

Key Dates, Fewer Mistakes: Your Guide to a Smoother Mortgage Process has been approved for 2 CRCM credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.

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