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Total TRID - 4 Part Series

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.

OnDemand
August 8, 2022
August 26, 2022
August 30, 2022
August 31, 2022
Presented by Jack Holzknecht
2h total length
$1,049.00 or 4 Tokens

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Auditing
  • Compliance
  • Lending
  • Bank Legal Counsel
  • Branch Manager
  • Compliance Officer
  • Internal Auditor
  • Loan Closer
  • Mortgage Lender
  • Risk Manager
  • Trainer

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Each part in this series is 2 hours in length.

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.

Included Webinars

  • Total TRID - Part 1
  • Total TRID - Part 2
  • Total TRID - Part 3
  • Total TRID - Part 4

Series Details

Total TRID - Part 1

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.

Part 1 August 8, 2022

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

Total TRID - Part 2

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.

Part 2 August 9, 2022

  • 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

Total TRID - Part 3

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.

Part 3 August 10, 2022

  • 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

Total TRID - Part 4

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.

Part 4 August 11, 2022

  • 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

What You'll Learn

Each webinar in the series will cover specific topics relative to the subject matter.

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.

Jack Holzknecht

Instructor Bio

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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