This site uses cookies to improve your browsing experience, gather site analytics and activity, track shopping cart contents, and deliver relevant marketing information.
View our privacy policy and manage your settings here. By using our site you agree to these terms.

Preparing the Loan Estimate

The Preparing the Loan Estimate course addresses the preparation of each field of the Loan Estimate, illustrating similarities between the Loan Estimate and the Closing Disclosure, and addressing common and situational questions regarding the Loan Estimate.

The Loan Estimate form is required to be used on all loans that are subject to the TILA-RESPA Integrated Disclosure Rule for loan applications taken on or after October 3, 2015. This course will help mortgage lending personnel understand the delivery and receipt requirements of the disclosure as well as the information provided in each field on the form.

Created: July 2015

What You'll Learn

After completing this course, students will be able to:

  • Recognize the requirements for disclosure and reissuance
  • Identify the requirements for the fields on each page of the Loan Estimate

​Audience

Lending operations staff, including: Compliance, Loan Originators, Underwriters, Processing, and Closing.

Course Credits

ABA Certificates​: This course applies to the ​Residential Mortgage Lender Certificate.


​​​​​​

​Questions? Please contact training@aba.com for more information.​

 

 Purchase

 

Purchase for a Team
To license this course to your bank for multiple learners, please contact ABA Training.

 

 Related Training