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Total TRID-Training – Four Part Webinar Series

August 4, 2021 10:00 am - 12:00 pm
August 5, 2021 10:00 am - 12:00 pm
August 6, 2021 10:00 am - 12:00 pm
August 10, 2021 10:00 am - 12:00 pm
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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.

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.

Total TRID Training – Part I: Wednesday, August 4th, 2021

General Rules, Covered Transactions, Exempt Transactions, Pre-disclosure Activity, Early Disclosures, (Loan Estimate, Shopping Disclosure, Toolkit), Tolerance, Good Faith, Revised Disclosures, (LE and CD,) Waiver of Waiting Period

Total TRID Training – Part II: Thursday, August 5th, 2021

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: Friday, August 6th, 2021

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 IV: Tuesday, August 10th, 2021

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

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.