TRID Step-by-Step

Two weeks ago we wrapped up our three-part webinar series on TRID.  TRID A to Z does exactly what its title suggests.  It walks you through the TRID requirements step by step, from beginning to end, in our signature Plain English style.  This series would be perfect for an employee that is new to lending, as well as, a great refresher for an experienced lender.  The detailed manual alone is worth every penny!  On top of that, you get the answers to all the questions asked during the live event.  Questions such as:

 

Question: Are we in violation if we don’t document the intent to proceed if we don’t charge any fees prior to closing the loan?

Answer: There is a strict requirement to document the applicant’s intent to proceed.  So, we would expect to find it with every file, regardless of when fees are charged.  

 

Don’t just take our word for it, take it from one of our delighted participants:

 

“I have a couple of new employees to the department and this webinar gave some of the basic information they needed to hear. Jerod covered a lot of information in great detail. It was delivered in a manner that our new employees could understand. Thank you! I feel like this is one of the best webinar’s we have attended.”

 

The TRID A to Z webinar is now available for purchase in our online store. Don’t miss out on six hours of valuable compliance training!

 

Published
2018/11/29

Amy Kudlacek

Amy brings many years of banking and compliance experience to Banker’s Compliance Consulting. She has worked for both large and small financial institutions and spent time working in every area of a bank. She started out as a teller in college and eventually became a branch manager. Her love, however, was always compliance. Amy began her career with Banker’s Compliance Consulting in 2000. Her knowledge and experiences have allowed her to develop a well-rounded and practical approach to regulatory compliance. Amy is CRCM certified, has a Bachelors Degree in Business Administration and is a graduate of the ABA Compliance School. Amy & her husband have two children at home and stay busy following their activities. They spend a lot of time in the bleachers!

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