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A Deeper Dive into the New Disclosures - Revising the Loan Estimate and Closing Disclosure

Once you have rendered the new integrated disclosures Loan Estimate, there will come occasions when revisions will need to be made to those disclosures. In most instances such revisions or changes will be incorporated into a revised Loan Estimate disclosure document, however because of the new timing standards for delivery of Loan Closing Disclosures, at times revisions or changes will need to be made on a revised Loan Closing Disclosure instead of on a revised Loan Estimate. Learn all of the twists, turns, and pitfalls related to when you can and when you can’t make changes to your new loan disclosures and how to make those changes in a timely and compliant manner.

What You Will Learn:

  • When revised disclosures are permitted
  • When revised disclosures are not permitted
  • When revised disclosures are mandated
  • How to determine which document (the Loan Estimate or the Closing Disclosure) to make your changes in
  • How the rules currently provide a standard which literally can’t be complied with based on a lack of available information in some instances
  • What procedures and processes we recommend you implement to control and document the change process after October 3, 2015

Who Should Attend:

Mortgage Lending Officers (all levels), Compliance Officers, Auditors, and Counsel.


Intermediate to Advanced


  • Christopher Price
    • Christopher Price
    • Christopher brings 28 years of regulatory compliance experience to Capco clients as a member of Capco’s Regulatory Advisory Services (formerly Kirchman/Metavante/FIS Regulatory Advisory Services), providing advisory on general federal regulatory compliance, consumer protection, fair lending, financial crime and safety and soundness provisions; co-authoring topics in the industry-renown Big Orange Book Compliance Manual (now the Capco Banker’s Guide to Compliance); and assisting in development and oversight of Capco’s Quick Reference Guides. Chris is a former member of Capco Academy, where he developed and delivered training to financial institutions and Federal regulatory agencies, covering all areas of federal regulatory compliance and financial crime. Chris has been a featured speaker at conferences on various compliance topics and holds CAMS and AMLP certifications.

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Premium Members get access to a number of compliance and risk management resources, including: • Live Webinars • On-Demand Training • Big Orange Book • TRID Calculator • Quick Reference Guides (QRGs) • Monthly Compliance Calendar • Advertising Tutorial

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