Trid compliance checklist 2026

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4.6 out of 5

30 votes

The document is a comprehensive Retail Compliance Review Loan Detail Checklist (TRID) that outlines the necessary compliance requirements for loan documentation, including initial loan estimates, re-disclosures, closing disclosures, and various borrower disclosures. It includes specific criteria to ensure adherence to regulations and guidelines, such as timelines for signatures, accuracy of information, and required forms for different loan types. The checklist serves as a tool for auditors to verify compliance in the loan origination process.

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Click ‘Get Form’ to open the TRID Compliance Checklist in the editor.
Begin by entering the borrower's last name, first name, and loan number at the top of the form. This information is crucial for identifying the loan.
Proceed to fill in the dates for 'LO Sig. Date' and 'Prep. Date'. Ensure these dates are accurate as they are essential for compliance tracking.
Review each section carefully, starting with 'Initial Loan Estimate (LE)'. Check that all required fields are filled out correctly, including borrower signatures and dates.
In the 'Miscellaneous' section, ensure that all compliance checks are marked accurately based on your review of documents. Use 'Yes', 'No', or 'N/A' as appropriate.
Finally, save your completed checklist and share it directly from our platform to ensure seamless collaboration with your team.

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Versions	Form popularity	Fillable & printable
2018	4.5 Satisfied (26 Votes)
2015	4.6 Satisfied (30 Votes)

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What are the 6 TRID requirements?

Your 7-step compliance audit preparation checklist Understand the scope of the audit. Draw a clear timeline. Review your current compliance posture. Allocate resources and team members effectively. Implement the scoped changes. Gather and manage evidence. Build a collaborative relationship with your auditor.

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