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TRID: Understanding the Basics - Part 3

Though TRID has been a part of the compliance landscape for nearly a decade, its complexity makes it one of the most commonly cited violations year after year. To achieve compliance with TRID’s string of guidelines, and numerous amendments throughout the years, you need more than a cursory overview.
Upcoming
DATE

Monday, July 27, 2026
2:30 pm - 4:30 pm

INSTRUCTOR

Kimberly Boatwright

FORMAT

Webinar

CREDIT TYPE

2.5 CRCM Credits

$299.00 or 1 Token

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

  • Auditing
  • Compliance
  • General Compliance
  • Lending
  • Lending Compliance
  • Mortgage Lending
  • Risk Management/Legal
  • Transaction Compliance
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Risk Manager
  • Senior Management

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The Closing Disclosure (CD) can be challenging to create accurately and getting is right is a nightmare due to several factors:

  • Complexity and detail of the rule
  • Accuracy and Consistency
  • Timelines
  • Tolerance requirements and levels
  • Dynamic Nature of Transactions
  • Third-parties, human error, and system reliance

In essence, the difficulty in creating the TRID CD stems from the need to be meticulously accurate, compliant with strict regulations and timelines, and responsive to changes. You must do this all while coordinating with multiple parties involved in the mortgage transaction, coupled with the need for precise data, effective communication, robust technology, and thoroughly trained personnel.

What You'll Learn

  • Dive into the CD rules
  • Understand how the CD rules are designed to meet the requirements of the regulation

Who Should Attend

This program is ideal for loan officers, compliance officers, loan support staff, marketing staff, auditors, and any others with responsibilities related to the TRID rules.
Kimberly Boatwright

Instructor Bio

Kimberly Boatwright is EVP and Director of Risk and Compliance at Compliance Resource, LLC, and has more than two decades of experience working in the financial services industry. Ms. Boatwright is a well-regarded financial industry risk and compliance professional with a strong background in program development and implementation. She is a thought leader who specializes in Fair Lending, Anti-Money Laundering, OFAC, and consumer compliance. During her career, she has worked for and consulted with all types of financial institutions helping to establish and evolve compliance and risk programs. She is a frequent public speaker, trainer, and author on compliance and risk management topics. Kimberly is a Certified Regulatory Compliance Manager and a Certified Anti-Money Laundering Specialist.

Continuing Education Credit Information

TRID: Understanding the Basics - Part 3 has been approved for 2.5 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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