Step-By-Step Guidance to Real Estate Loans
This webinar is designed to tame those scary real estate loan problems.

The “guide loan” for the program will not be a qualified mortgage. High-cost mortgages and other issues will be addressed.

Overwhelmed by the 2014 CFPB changes, many small-bank lenders started to dread consumer-purpose real estate loans. When the 2015 TRID requirements became effective, some of those lenders stopped offering real estate loans altogether. In this webinar, Anne will guide those reluctant lenders and processors through a simple real estate loan and explain the current compliance rules. Our “guide loan” will not be a qualified mortgage, and Anne will take this opportunity to explain why qualified mortgages are not necessary. In addition, we’ll address (and put to rest) troublesome issues such as high-cost mortgages. Please join us . . . and learn how to tame those scary real estate loan problems.


  • Qualified mortgages
  • HPML requirements
  • Ability-to-repay
  • Application documentation
  • TRID requirements
  • Required escrow accounts
  • 2014 CFPB rules
  • Remaining RESPA requirements
  • Copy-of-appraisal requirements
  • Flood insurance
  • Appraisal and evaluations
  • Monitoring/HMDA

And importantly, we’ll provide a colorful, easy-to-use step-by-step handbook for continuing reference.


This webinar will be helpful to small-bank lenders, loan processors, compliance officers and loan review personnel. Note that this webinar is designed to help small-bank lenders and processors get back on track with real estate loans. Experienced lenders will likely not find this webinar helpful.


Anne Lolley has been simplifying compliance issues for bankers for over 30 years. After earning her law degree, she joined the Kansas Bankers Association, where she developed its successful legal department and gave compliance-related seminars. She served as compliance officer for two banks, and then teamed up with Bank Management Services, where she continues to provide webinars. Her expertise at simplifying the complex and creating user-friendly reference manuals has made her a popular instructor.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session


Live Webinar:

Member price: $275.00 | Non member price $550.00

On-Demand Webinar

Member price: $295.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.