User login

Webinar: Revised TRID Mortgage Exam Procedures: Reviewing September 15, 2015 Changes

Event Info


December 14th, 2015 2:00 PM   through   3:30 PM

Help spread the word

Please help us and let your friends, colleagues and followers know about our page: Webinar: Revised TRID Mortgage Exam Procedures: Reviewing September 15, 2015 Changes

You can also share the below link in an email or on your website.
TRID compliance is very complex. This webinar will address the most recent TRID exam procedures to help take the guess work out of what to expect when the examiners arrive. It will cover Section III of the CFPB’s updated exam manual released on September 15, 2015, highlighting what examiners will look for on the loan estimate and closing disclosure. In addition to understanding what examiners scrutinize, you will learn how to fine tune your own TRID policies and procedures. Examples of missteps and errors experienced by lenders will also be included so you can avoid making the same ones. Join us for the discussion, tools, and examples that will assist in enhancing your process and in acing the exam!


  • Summary of applicable disclosure requirements (coverage, timing, etc.)
  • Early disclosures – step-by-step exam procedures for the loan estimate
  • Revisions and corrections to the loan estimate (e.g., changed circumstances, consumer-requested revisions, rate lock changes, etc.)
  • Final disclosures – step-by-step exam procedures for the closing disclosure
  • Escrow cancellation disclosures (a newer area of coverage during exams)
  • Frequently asked questions regarding TRID compliance


  • TRID FACT sheet for lending staff
  • Sample TRID policy
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.


This informative session will benefit auditors, compliance officers, loan officers, and loan processors and personnel.

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 – Ann Brode-Harner, Brode Consulting Services, Inc.

Ann Brode-Harner began her career in 1973 and has continued her service as a consultant to regional and community financial institutions through a wide range of areas including strategic planning, lending, deposits, marketing, training, compliance, and management.  Ann is a well-respected presenter and has spoken to audiences across the country for 25 years.  She has presented sessions for numerous state associations and has taught at the School of Banking Administration at the University of Wisconsin as well as many other state banking schools.  Ann is the author of The Bank Deposit Documentation Manual for Front-Line Personnel, published by Bankers Publishing Company, and is well represented in numerous industry publications.


Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.


The live webinar option allows you to have one Internet connection from a single computer terminal.  You may have as many people as you like listen and watch from your office computer.  Registrants receive a website address and pass code that will allow entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, pass code, and handouts will be emailed to you prior to the broadcast.  You will need the most-current version of Adobe Reader available free at

2.  ARCHIVED WEBINAR (Beginning January 1, 2016, CDs replaced with digital download*)


Listen to the archived webinar on your


Instructions will be emailed with the archived webinar link.

Can’t attend the live webinar?  The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link.  This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.  The archived webinar may ONLY be ordered for 6 months following the webinar. It will not be available after this time.

*For archive orders for 2015 webinars placed before December 31, 2015, you will also receive a free audio/visual CD ROM.**  The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  CDs will no longer be provided for archived orders placed after January 1 and all 2016 webinars.  However, you will receive instructions on how to download a digital copy of the webinar which you may keep and use indefinitely.


Options 1 and 2 described above


**CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register:



December 14th, 2015 2:00 PM   through   3:30 PM