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SKU: SWTOV Category:

Date Recorded: February 7, 2022

Presenter: Anetria Cohen, Vice President, FORVIS

The Truth-in-Lending Act (Regulation Z) and Real Estate Settlement Procedures Act (Regulation X) both require that creditors provide information regarding the terms and cost of a transaction to the consumer – for closed-end consumer credit transactions secured by real property, such information is disclosed in the Integrated Disclosures – the Loan Estimate and the Closing Disclosure. Those that are responsible for the disclosures must have a fundamental understanding of numerous requirements: the process (timing, intent to proceed, tolerance, providing revised disclosures) and the content of the disclosures themselves.

This webinar will provide an overview of the TRID rules, including a discussion of the fundamentals – perfect for anyone new to the Loan Estimate and Closing Disclosure requirements and for those that need a refresher.


  • The Loan Estimate form and timing requirements;
  • Importance of the shopping list;
  • Tolerance, changed circumstances, and providing revised Loan Estimates;
  • The Closing Disclosure form and timing requirements; and
  • Correcting the Closing Disclosure.
Who Should Listen

This webinar is designed for those that are new to TRID or would like to refresh their understanding of the TRID rules. Since registration allows an unlimited number of participants per site, this training also provides a good opportunity for compliance officers, trainers, and auditors.

Program Level: Basic

Prerequisite/Advanced Preparation: Basic Knowledge of Lending Regulations

Field of Study: Specialized Knowledge

Copyright Disclaimer

Any recording, transmission, retransmission, or republishing of any portion of this webinar is prohibited.