Mortgage Lending Hot Spots Series: Critical Timing Requirements In The Mortgage Lending Lifecycle - Details
Session Available from: Sep 12, 2019 12:00 to May 12, 2020 12:00

Session Options: Webinar, Recorded, Both Live/Recorded

Live Session Date: Nov 12, 2019

 
Add to calendar /education-events/event/1124/Mortgage-Lending-Hot-Spots-Series--Critical-Timing-Requirements-in-the-Mortgage-Lending-Lifecycle?Itemid114= 2019-11-12 14:00:00 2019-11-12 15:30:00 0 Mortgage Lending Hot Spots Series: Critical Timing Requirements in the Mortgage Lending Lifecycle Mortgage Lending Hot Spots Series: Critical Timing Requirements in the Mortgage Lending Lifecycle W... - US - YYYY/MM/DD

Event description:

Mortgage Lending Hot Spots Series:
Critical Timing Requirements in the Mortgage Lending Lifecycle

Webinar OR Recorded Webinar + Free Digital Download

Tuesday, November 12, 2019

12:00 pm – 1:30 pm Pacific

1:00 pm – 2:30 pm Mountain

2:00 pm – 3:30 pm Central

3:00 pm – 4:30 pm Eastern

Compiling a compliant loan file can be confusing, partially because timing is a critical component of the mortgage loan lifecycle. Have you second guessed whether the document’s delivery date was based on business days or calendar days? Does Saturday count? What about Sunday? In some cases, documents can only be provided so far in advance of a triggering event, while different disclosures must be provided within a specific timeframe after an event.

Join us to learn the trigger points that start the clock ticking for mortgage loan compliance and how long the window is to fulfill compliance obligations. Learn the numerous timing requirements that go beyond those required by TRID. Understanding a sequentially dated loan file will better prepare you to create mortgage loan files for the next examiner or compliance review. This webinar will dig into the loan compliance timing constraints related to the delivery, receipt, and retention of mortgage loan documents.

HIGHLIGHTS

  • When to use business days versus calendar days in determining loan compliance
  • Triggering events that determine when notices are required
  • Tips on how to document date compliance within the mortgage loan file
  • Analyze which time periods are required by regulation versus a best practice
  • Importance of a sequentially dated mortgage loan file
  • TAKE-AWAY TOOLKIT
  • Chart to aid in timely delivery of compliance notices
  • Case study showing the importance of sequentially dated actions
  • Sample flow chart for documenting disclosure delivery within acceptable compliance timeframes
    • Employee training log
    • Interactive quiz

WHO SHOULD ATTEND?

This informative session will benefit mortgage lenders and processors and staff responsible for auditing and reviewing loan files, including compliance officers and internal auditors.

Please note:  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.

 Susan Costonis        ABOUT THE PRESENTER – Molly Stull, Brode Consulting Services, Inc.

Molly Stull began her career as a teller while working on her undergraduate degree and has continued working in the financial industry ever since. She has experienced the growth of a hometown bank, acquisitions of branches, mergers, charter changes, name changes, etc. Molly has activated business resumption plans, performed secondary market quality control reviews, processed wires, filed SARs, and coordinated reviews with external auditors and examiners. Her favorite role has always been educating staff and strongly believes that if staff understands the reason for a process they will be more compelled to follow the procedures. Molly holds a Bachelor’s from the University of Akron and an MBA from Ashland University.

THREE REGISTRATION OPTIONS

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.

  1. LIVE WEBINAR

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 passcode that allows entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com. 

  1. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

The recorded webinar may ONLY be ordered for 6 months following the live webinar.  In addition, the download must be completed within 6 months of the live webinar date. 

  1. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

 

Registration options:
Add to cart Qty Ticket Name Ticket Price
Mortgage Lending Hot Spots Series: Critical Timing Requirements in the Mortgage Lending Lifecycle - Recorded Webinar + Free Digital Download - Member $290.00
( )
$ 290.00
Add to cart Qty Ticket Name Ticket Price
Mortgage Lending Hot Spots Series: Critical Timing Requirements in the Mortgage Lending Lifecycle - Recorded Webinar + Free Digital Download - Non-Member $350.00
( )
$ 350.00
Check this box if registering a group

Endorsed Members

20170815 180147.11

Annual Convention

Save the date for the must attend 52nd Annual ICBND Convention and Exposition August 11-13, 2019 at the Ramkota Hotel & Conference Center in Bismarck!  Please watch for more information to come.

 

Click Here
ed-telephone-webinar

Webinar Sessions

Train all of your employees—right from your office—with our convenient, affordable webinars. Our online training sessions give you all the benefits of advanced education, and are even available on-demand if you miss the scheduled training.
Click Here

ed-ag-lending

School of Ag Lending

We provide agricultural lenders with education in agricultural credit, finance, farm management, and marketing. Our core curriculum is developed and taught by North Dakota Community Ag Lenders, North Dakota State University, and Bismarck State College agribusiness faculty.

Click Here
ed-frontline-professional

Certified Frontline Professional

Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

Click Here
ed-compliance

Community Bankers for Compliance

Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
ed-ermerging-leaders

Emerging Leaders Development

We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
ed-other-live-sessions

Other Live Sessions

Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

Click Here
20170815 180147.11

Annual Convention

Save the Date for the must attend 52nd annual convention on August 11-13, 2019 at the Ramkota Hotel in Bismarck!

 

Click Here

ed-telephone-webinar

Telephone & Webinar Sessions

Train all of your employees—right from your office—with our convenient, affordable webinars. Our online and telephone training sessions give you all the benefits of advanced education, and are even available on-demand if you miss the scheduled training.

Click Here
ed-ag-lending

School of Ag Lending

We provide agricultural lenders with education in agricultural credit, finance, farm management, and marketing. Our core curriculum is developed and taught by North Dakota Community Ag Lenders, North Dakota State University, and Bismarck State College agribusiness faculty.

Click Here
ed-frontline-professional

Certified Frontline Professional

Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

Click Here
ed-compliance

Community Bankers for Compliance

Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
ed-ermerging-leaders

Emerging Leaders Development

We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
ed-other-live-sessions

Other Live Sessions

Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

Click Here