TRID Fundamentals with Workshop


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Whether you are new to the TILA-RESPA Integrated Disclosures (TRID) for consumer mortgages or just want a deep dive refresher into the essentials, this manual has it all!

This manual will wade through the details of the Loan Estimate (LE) and Closing Disclosure (CD). All this in plain English — designed for the front line disclosure desk, loan officers, and processors as well as compliance and audit staff to ensure your LE and CDs are on track! This manual is a must to learn the fundamentals of TRID – it is perfect for anyone new to TRID and for anyone wishing to brush up on all of the complex, confusing, and detailed requirements.

This comprehensive seminar manual serves as a detailed analysis of the TRID rules, including the amendments, and serves as a valuable reference tool.


  • Fundamentals
    • Coverage
    • Exemptions
    • Key definitions
    • Additional considerations
  • TRID disclosure forms
    • Formatting
    • Rounding
    • Preliminary worksheets
    • Record Retention
  • TRID Disclosures and fee timing
    • E-SIGN applicability
    • Intent to proceed
    • Changed circumstance
    • Written list of providers
  • How to complete the Loan Estimate
  • How and when to document a changed circumstance
  • How to complete the Closing Disclosure
  • More additional considerations
  • Workshop