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TRIED CASE BOOKABLE OF CONTENTSSCENARIO #1 FIXED PURCHASE. Page 2 Loan Estimate. Page 3 Closing Disclosure. Page 12 SCENARIO #2 TOLERANCE CURE Page 22 SCENARIO #3 FIXED REFINANCE Page 25 Loan Estimate.
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How to fill out trid case book
How to fill out a TRID case book:
01
Start by obtaining a TRID case book, which may be provided by your company or can be purchased from a reputable source.
02
Familiarize yourself with the purpose and requirements of the TRID case book. TRID stands for TILA-RESPA Integrated Disclosure, and the case book is a tool used to document and track the various stages and details of a mortgage loan application.
03
Begin by entering the necessary information such as the borrower's name, loan officer's name, and the loan application date.
04
Next, document the loan type, such as conventional, FHA, VA, or USDA, as well as the loan purpose (e.g., purchase or refinance).
05
Include details about the loan terms, including the loan amount, interest rate, and loan term.
06
Carefully document the borrower's demographics, including their name, contact information, and Social Security number.
07
Create a section to record the loan disclosure information. This includes the Loan Estimate and Closing Disclosure forms, which are essential components of the TRID mortgage disclosure process.
08
Document any loan calculations, such as the finance charge, the APR (Annual Percentage Rate), and any prepaid interest or escrow payments.
09
List all the required documents provided by the borrower, such as pay stubs, bank statements, tax returns, and any other supporting documentation.
10
If applicable, document any additional features or provisions of the loan, such as adjustable interest rates, balloon payments, or any special circumstances.
11
Finally, review and cross-reference the completed TRID case book for accuracy and completeness.
Who needs a TRID case book?
01
Mortgage loan officers, processors, and underwriters who handle loan applications and are responsible for ensuring compliance with TRID regulations typically require a TRID case book.
02
Mortgage brokers or lenders who are diligently managing their loan origination process and need a tool to document and organize loan application details.
03
Individuals or companies involved in servicing or auditing mortgage loans may benefit from a TRID case book to track the loan history and regulatory compliance.
Note: It is important to consult with legal and compliance professionals to ensure that your use of a TRID case book complies with all applicable laws and regulations.
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What is trid case book?
Trid case book is a document or set of documents that contains detailed information about a real estate transaction, following the guidelines set by the TRID rule.
Who is required to file trid case book?
Lenders, mortgage brokers, and other parties involved in real estate transactions are required to file trid case book.
How to fill out trid case book?
Trid case book can be filled out by entering information about the real estate transaction, such as loan details, fees, and other required data points.
What is the purpose of trid case book?
The purpose of trid case book is to provide transparency and clarity in real estate transactions, ensuring borrowers understand the costs and fees associated with their loan.
What information must be reported on trid case book?
Information such as loan estimate, closing disclosure, fees, charges, and other relevant details must be reported on trid case book.
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