Lending Compliance

Last Updated Tool Name
01/01/2024 Overall Compliance Risk Assessment
01/01/2024 TILA Closed-End Disclosure Checklist
12/29/2023 Non-Accrual and Charged-Off Loan Policy
11/07/2023 Homeownership Counseling Act Audit Worksheet
10/10/2023 Summary of Proposed Rule to amend Regulation Z to include PACE financing
08/15/2023 Right of Rescission Flowchart for Open-End Credit
08/11/2023 Proposed Interagency Guidance on Reconsiderations of Value of Residential Real Estate Valuations Summary
07/27/2023 RESPA Loss Mitigation Flowchart
07/19/2023 Consumer Installment Loan Checklist
07/05/2023 HELOC Loan File Audit Worksheet
07/01/2023 Supplemental Consumer Information Form (SCIF)
06/27/2023 Fair Credit Reporting Act (FCRA) Cheat Sheet
06/07/2023 Regulation M Consumer Leasing Policy
05/31/2023 Skip a Payment on Your Loan Promotion Letter
05/24/2023 FCRA Summary of Consumer Rights Model Form (Appendix K)
05/04/2023 Summary of 2023 LIBOR Transition Interim Final Rule
05/01/2023 Private Flood Insurance Policy Checklist
04/26/2023 RESPA Section 8 Flowchart
04/24/2023 Small Business Lending Application Register (SBLAR) Data Points Chart
04/18/2023 Small Business Lending Data Collection Worksheet
04/14/2023 Sample Form for Collecting Certain Applicant-Provided Data Under Subpart B
04/03/2023 Regulation Z H-4(D)(3) Adjustable-Rate Mortgage Model Form
04/03/2023 Regulation Z H-4(D)(2) Adjustable-Rate Mortgage Model Form
03/29/2023 Force-Placed Flood Insurance Tracking Worksheet
03/27/2023 LIBOR Benchmark Replacement Quick Reference Guide