Proper Preparation of the TRID Loan Estimate & Closing Disclosure

Regular price $258.48 (tax included)

This is an on-demand webinar

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Since Oct. 3, 2015, mortgage lenders have been required to comply with the TILA/RESPA Integrated Disclosure (TRID) requirements. This operational experience has resulted in a certain comfort level with the TRID disclosures. However, the Bureau of Consumer Financial Protection (BCFP) has adopted numerous changes to the disclosure requirements, including TRID amendments effective Oct. 1, 2018. Auditors and examiners continue to closely scrutinize lenders’ TRID compliance.

The Loan Estimate and Closing Disclosure include detailed and complex disclosure requirements. Further, transaction-specific requirements demonstrate the importance of audit and quality-control processes to ensure compliance. This webinar will revisit specific disclosure requirements and address common questions. Sample and annotated model forms will be used to demonstrate disclosure requirements in specific situations.


  • Loan Estimate and Closing Disclosure requirements
  • Disclosure variations based on transaction specifics
  • Sample forms to demonstrate compliance
  • Tips for pinpointing regulatory sections for additional research and confirmation
  • Analysis of required calculations and disclosure obligations


  • Sample Loan Estimate and Closing Disclosure forms, with annotated forms showing regulatory and legal citations
  • Guide to the Loan Estimate and Closing Disclosure forms
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

This informative session is designed for mortgage lenders, compliance staff, and audit teams. Having representatives from each department will ensure everyone is on the same page regarding TRID disclosure requirements.

PLEASE NOTE: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Steven Van Beek, Howard & Howard Attorneys PLLC
Steve Van Beek is an attorney at Howard & Howard Attorneys PLLC where he concentrates his practice in the area of financial regulations.  He assists financial institutions throughout the country manage and reduce compliance, legal, and reputation risks. Prior to joining Howard & Howard, he served as the Vice President of Regulatory Compliance at the National Association of Federal Credit Unions (NAFCU). He received his Bachelor’s from Hope College and his J.D. from George Mason University School of Law and is a member of the American Bar Association.

Originally recorded on October 2, 2018.

Recorded webinar is available until April 30, 2018.

Free Digital Copy included with purchase to download and view beyond link expiration date.

Price includes sales tax.