HMDA PARTIAL  EXEMPTION* TRAINING

 

ONE DAY (5 HOURS) LIVE ONLINE TRAINING

EVERYTHING YOU NEED TO KNOW

SELECT YOUR DATE BELOW

TRAIN STAFF AT ONE LOCATION** - $475

60 DAYS ACCESS TO RECORDING AND MATERIALS

 

Need training for new staff?

Is your financial institution a new HMDA reporter?

Just need to brush up on the rules?

Topics Covered

This 5 hour training (6 hours with breaks and a lunch recess) will cover everything that a HMDA reporter operating under the partial exemption* needs to know:
  • the fields that must be reported - both old and new (not all "new" fields went away for partially exempt reporters)
  • the rules that apply to those fields (new rules that apply to old fields)
  • definitions - understanding the terms is key to proper reporting
  • tricky rules like conditional approvals, withdrawn and closed for incompleteness, preapprovals, etc.

Questions will be answered.

*Depository institutions - banks and credit unions - are eligible for the partial HMDA exemption.

 

**One internet connection - Ask about additional connections @ $200
[email protected]

CRCM eligible

Your Trainer

This training will be presented by Kathleen Blanchard, CRCM.  Kathleen has over 30 years of banking experience and is known for her knowledge of all aspects of the Home Mortgage Disclosure Act.