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TRID Deep Dive: 2-Part Series

Master the TRID Rule from application to closing with this comprehensive two-part series designed for mortgage professionals responsible for preparing compliant disclosures. You'll gain the knowledge and practical skills needed to accurately complete both Loan Estimates and Closing Disclosures, avoid common compliance pitfalls, and reduce the risk of regulatory violations, costly cures, and closing delays. Through real-world examples and actionable guidance, you'll leave better equipped to navigate TRID requirements with confidence and accuracy.
Upcoming
DATE

Wednesday, August 19, 2026
Friday, August 28, 2026

INSTRUCTOR

Molly Stull

FORMAT

Webinar

CREDIT TYPE

4 CRCM Credits

$549.00 or 2 Tokens

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

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

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Gain the knowledge and confidence to prepare compliant Loan Estimates and Closing Disclosures under the TRID Rule.

This practical two-part series will help you avoid common errors, reduce regulatory risk, and ensure a smoother mortgage closing process.

Series Details

TRID Deep Dive: Completing the LE With Confidence - part 1

Gain the knowledge and practical skills needed to accurately prepare compliant Loan Estimates under the TRID Rule while avoiding common errors that can lead to regulatory violations, cures, and closing delays.

How to complete each section of the Loan Estimate with confidence.

  • Apply TRID timing requirements for delivery and receipt.
  •  Distinguish between zero, 10% cumulative, and no-tolerance fee categories.
  • Recognize when a revised Loan Estimate is permitted and what constitutes a valid changed circumstance.
  • Avoid common preparation errors that can lead to compliance violations and costly cures.

TRID Deep Dive: Completing the CD Accurately - part 2

Learn how to accurately prepare and deliver compliant Closing Disclosures (CD) under the TRID Rule while avoiding common errors that can delay closings and increase regulatory risk.

Understand the purpose and regulatory requirements of the Closing Disclosure under the TRID Rule

  • Describe the requirements for each section of the Closing Disclosure
  • Apply the three business day waiting period
  • Reconcile costs between the Loan Estimate and Closing Disclosure to ensure within tolerance
  • Recognize when a corrected CD is required
  • Test fees subject to tolerance standards

What You'll Learn

How to complete each section of the Loan Estimate with confidence.

  • Apply TRID timing requirements for delivery and receipt.
  •  Distinguish between zero, 10% cumulative, and no-tolerance fee categories.
  • Recognize when a revised Loan Estimate is permitted and what constitutes a valid changed circumstance.
  • Avoid common preparation errors that can lead to compliance violations and costly cures.

Understand the purpose and regulatory requirements of the Closing Disclosure under the TRID Rule.

  • Describe the requirements for each section of the Closing Disclosure
  • Apply the three business day waiting period
  • Reconcile costs between the Loan Estimate and Closing Disclosure to ensure within tolerance
  • Recognize when a corrected CD is required
  • Test fees subject to tolerance standards

Who Should Attend

This webinar is ideal for mortgage loan officers, processors, closers, settlement and escrow professionals, compliance officers, quality control specialists, auditors, and anyone responsible for preparing, reviewing, or delivering Loan Estimates.
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

TRID Deep Dive: 2-Part Series has been approved for 4 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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