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.
TRID Deep Dive: Completing the CD Accurately – part 1
August 19, 2026 | 10:00 am – 11:30 am CT
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.
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.
TRID Deep Dive: Completing the LE With Confidence – part 2
August 28, 2026 | 10:00 am – 11:30 am CT
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.
What You’ll Learn
- 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.