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Course description

ICB Credit: 2.5 CRCM

Now that you've spent the last 9 months completing the new Loan Estimate, you have it all figured out right? Still have questions?! Join us for section-by-section, step-by-step instructions on how to complete the Loan Estimate. We'll cover what you MUST, may and may not do in relation to completing the form. You can be sure all the hot topic areas will be covered in depth and in PLAIN ENGLISH! For example:

  • What exactly does "rate lock" mean?
  • Sale Price versus Property Value; which one do we use?
  • How to describe your products and terms.
  • Projected Payments section break down.
  • Closing Cost Detail, Cash to Close & Tolerances.
  • Dates & Time Zones.
  • You can be sure all the other Loan Estimate hot spots will be covered as well.
  • We've got the when where and how of changed circumstances covered too.

Instructor(s)

Jerod Moyer

Jerod is the leader of Banker's Compliance Consulting's seminar and training productions. His background includes over 16 years in the regulatory compliance field. He is an accomplished teacher and conducts various compliance seminars and webinars for Banker's Compliance Consulting. Jerod has also been a speaker for the American Bankers Association and BankersOnline; many state banking associations and schools, as well as, various webinars.Jerod is a Certified Regulatory Compliance Manager (CRCM) and BankersOnline Guru.

Course curriculum

  • 1

    Video

    • Loan Estimate: Completion and Revision Estimate
  • 2

    Materials

    • Materials

    • Slides

    • TILA RESPA Integrated Disclosure

    • Sample Construction Only Loan Estimate & Closing Disclosure

    • Questions and Answers