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 is in development right now.

This four-part program provides the information needed to master the TRID rules. It focuses on the 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.

Series Details:-

Total TRID - Part 1

September 12, 2022, 1:00 pm EST

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.

Learning Objectives: -

Part 1 September 12, 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

September 13, 2022, 1:00 pm EST

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.

Learning Objectives: -

Part 2 September 13, 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

September 14, 2022, 1:00 pm EST

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.

Learning Objectives: -

Part 3 September 14, 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

September 15, 2022, 1:00 pm EST

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.

Learning Objectives: -

Part 4 September 15, 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

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.