Jan 22, 2026
Navigate the maze of consumer real estate lending with confidence.
Every step of the loan from application to closing carries regulatory expectations that can protect or expose your institution. Join this session to see how the stages fit together, what examiners look for, and how to document compliance to keep your files audit-ready and error-free.
January 22, 2026
11:00am - 12:30pm EST
There is perhaps no product or service at your institution that is “touched” by more regulatory requirements than a consumer real estate loan. From the first discussions with the consumer to the application to the closing table, rules are in place guiding each stage of the loan process. With so many regulations governing consumer loan compliance, what exactly should you be looking for?
In this session we will walk through an example consumer real estate loan from application to closing. We will discuss the regulatory issues that impact the loan, your institution, and your borrower at each stage, and how to document compliance. In addition, we will highlight the issues examiners are citing most often and share best practices for how to prepare your files for your next exam and how to avoid costly errors.
KEY WEBINAR TAKEAWAYS:
Dawn Kincaid
Brode Consulting Services, Inc.
Dawn Kincaid began her banking career while attending The Ohio State University. She has over 20 years’ experience in client service, operations, information technology, administrative and board relations, marketing, and compliance. Most recently Dawn served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized the implementation of new products and services.
Dawn has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer. She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits and exams, and presented for numerous state associations.
WHO SHOULD ATTEND?
TAKE-AWAY TOOLKIT
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Live Webinar - $279
On-Demand Webinar - $279
Live + On-Demand - $379
Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.
**100% surcharge applied to non-members.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank