TRID

Last Updated Tool Name
01/30/2025 Characteristics of a Loan Request Matrix
01/02/2025 TRID Tolerance Matrix
01/01/2025 Credit Application Denial and Withdrawal Cheat Sheet
01/01/2025 RESPA Audit Worksheet
12/27/2024 Consumer Real Estate Lending Policy
12/27/2024 Truth in Lending Audit Worksheet
10/04/2024 TRID Settlement Date Calculator
10/04/2024 Mortgage Lending Disclosures Timing Chart
10/04/2024 Adjustable Rate Mortgage (ARM) Loan Disclosure Checklist
10/04/2024 Application Cheat Sheet
04/10/2024 TRID – Revisions to Loan Estimate & Closing Disclosure Cheat Sheet
01/01/2024 Loan Estimate Audit Worksheet
01/01/2024 Changed Circumstance Form
01/01/2024 TILA Closed-End Disclosure Checklist
01/01/2024 Closing Disclosure Audit Checklist
10/10/2023 Summary of Proposed Rule to amend Regulation Z to include PACE financing
02/01/2023 TILA-RESPA Integrated Disclosure Rules Training (TRID)
08/31/2022 Loan File Audit Checklist
11/10/2021 TRID Loan Purpose Cheat Sheet
11/10/2021 Real Estate Checklist for Non HMDA Banks
01/05/2021 Qualified Mortgage Definition under the Truth in Lending Act (Regulation Z): General QM Loan Definition
12/23/2020 Regulation Z Business Day Matrix
12/18/2020 Final Rule Qualified Mortgage Definition under the Truth in Lending Act (Regulation Z): Seasoned QM Loan Definition
10/29/2020 TRID Fee Rounding Matrix
09/14/2020 Proposed Rule Summary: QM Definition Under TILA (Reg Z): Extension of Sunset Date, General QM Loan Definition, Seasoned QM Definition
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