Jul 29, 2026
TRID mistakes are not just paperwork problems, they are costly compliance failures that can trigger cures, delays, and scrutiny.
How confident are you in every box you check? Walk away knowing exactly how to complete the Loan Estimate and Closing Disclosure with accuracy, confidence, and zero guesswork — even in the most complex real-world scenarios.
Jul 29, 2026
11:00 am - 12:30 pm EST
Completing the Loan Estimate and Closing Disclosure can be daunting. The requirements for each section of the forms are affected by the purpose of a loan (purchase, refinance, construction…), whether you allow your borrower to shop for settlement services, and whether escrow is involved — among other things. These disclosures must be issued in “good faith”, meaning we need to provide accurate information based on available facts. Issues as small as a missed checkbox or as large as a fee increase may result in a tolerance cure to the borrower. TRID rules continue to grow and evolve, and if you're new to the area, it can seem very overwhelming. Let's take some of the fear away and focus on what you can do to ensure your disclosures are accurate.
During this session we will provide "real-life" scenarios and work through the TRID process from the preparation of the Loan Estimate to the delivery of the Closing Disclosure. We will discuss regulatory requirements, dive into the guidance, and review errors and how you can avoid them.
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?
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.
| Susan Clark | Silvia Regalado | |
| Professional Development Coordinator | Professional Development Coordinator | |
| o: 317-387-9380 | o: 317-387-9380 | |
| d: 317-333-7169 | d: 317-333-7170 | |
| sclark@indiana.bank | sregalado@indiana.bank |