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

Learning Obj​​​​ectives

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 following ABA Certificates:
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​Questions? Please contact training@aba.com for more information.​
 

 Benefits of Self-Paced Training

 
  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available
 

 Registration & Pricing

 

Individual Purchase:
ABA Member  • $95
Non-Member  • $130

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

 

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