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Total TRID Training - Four 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 4, 2021
August 5, 2021
August 6, 2021
August 10, 2021
Presented by Jack Holzknecht
2h total length
10 CRCM Credits
$1,049.00 or 4 Tokens

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Compliance
  • Lending
  • TRID
  • Bank Legal Counsel
  • Board Member
  • Compliance Officer
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Trainer

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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 - Four Part Series" has been approved for 10 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.

Included Webinars

  • Total TRID Training - Part I
  • Total TRID Training - Part II
  • Total TRID Training - Part III
  • Total TRID Training - Part IV

Series Details

Total TRID Training - Part I

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.

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

Total TRID Training - Part II

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.

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.

  • 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 Training - Part III

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.

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.

  • 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 Training - Part IV

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.

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.

  • 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 o Confirm Receipt

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.

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.


Credit Information

Total TRID Training - Four Part Series has been approved for 10 CRCM credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for Live attendance only. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.