Preparing the Loan Estimate 


The Preparing the Loan Estimate course addresses the preparation of each field of the Loan Estimate, illustrating similarities between the Loan Estimate and the Closing Disclosure, and addressing common and situational questions regarding the Loan Estimate.

The Loan Estimate form is required to be used on all loans that are subject to the TILA-RESPA Integrated Disclosure Rule for loan applications taken on or after August 1, 2015. This course will help mortgage lending personnel understand the delivery and receipt requirements of the disclosure as well as the information provided in each field on the form.

Audience: Lending operations staff, including: Compliance, Loan Originators, Underwriters, Processing, and Closing.

Learning Objectives:

  • Recognize the requirements for disclosure and reissuance
  • Identify the requirements for the fields on each page of the Loan Estimate

Related Training: Residential Mortgage Lender Certificate

The New York Bankers Association is a Local ABA Training Provider.

NYBA Professional Development at (212) 297-1679 or
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Member $95
Non-Member $130

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To license this course for multiple learners, contact NYBA Professional Development.