TRID Fundamentals with Workshop
Printed Item No: M-IM2
First Copy: $270 / Each Additional Copy: $240
Electronic Item No: EM-IM2
First Copy: $200 / Each Additional Copy: $170
|©Copyrighted. Professional Bank Services, Inc. All rights reserved.
This publication or parts thereof may not be reproduced, shared or distributed in any form, stored in any retrieval system, or transmitted in any form by any means—electronic, mechanical, photocopy, recording, or otherwise—without prior written permission of the publisher. This electronic publication is intended for the individual purchaser’s use only and should not be shared or distributed by any means.
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.
- Key definitions
- Additional considerations
- TRID disclosure forms
- 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