Lending Compliance

Last Updated Tool Name
01/01/2024 Notice of Action Taken and Statement of Reasons (Business Credit)
01/01/2024 Regulation B C-4 Sample Notice of Action Taken, Statement of Reasons and Counteroffer Form
01/01/2024 Fair Credit Reporting Act Audit Worksheet
01/01/2024 Environmental Questionnaire Sample Worksheet
01/01/2024 Regulation B Notice of Intent to Apply for Joint Credit
01/01/2024 Escrow Account Cheat Sheet
01/01/2024 Regulation B Notice of Intent to Apply for Joint Credit – Business Credit
01/01/2024 Non Real Estate Loan Audit Worksheet
01/01/2024 Real Estate Loan Audit Worksheet
01/01/2024 Flood Disaster Protection Act Audit Worksheet
01/01/2024 Closing Disclosure Audit Checklist
01/01/2024 TRID Loan Purpose Cheat Sheet
01/01/2024 Fair Lending Analysis Worksheet
01/01/2024 ID Theft Program/Red Flag Verification Form
01/01/2024 Mandatory Purchase of Flood Insurance Flowchart
01/01/2024 Fees and Charges Matrix
01/01/2024 Closed-End Overstated APR Flowchart
01/01/2024 Combined Mortgage Servicing Transfer Notice
01/01/2024 Real Estate Checklists for HMDA Banks
01/01/2024 Real Estate Checklist for Non HMDA Banks
01/01/2024 Foreclosure Procedures
01/01/2024 Internal Audit Schedule
01/01/2024 Flood Disaster Protection Act Procedures
01/01/2024 Electronic Statement Disclosure Agreement Form
01/01/2024 Fair Debt Collection Practices Act Audit Worksheet