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#2052115 - 12/02/15 08:27 PM changed circumstance matrix
Tracey, CRCM Offline
Platinum Poster
Joined: Jul 2015
Posts: 542
Gorham, ME
I am drafting a matrix for our processors for changed circumstances, as most of them are confused and want to re-disclose every time there is the slightest change! Does anyone have something similar they use?
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Tracey

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TRID - TILA/RESPA Integrated Disclosures Rule
#2052126 - 12/02/15 08:49 PM Re: changed circumstance matrix Tracey, CRCM
John Burnett Offline
10K Club
John Burnett
Joined: Oct 2000
Posts: 40,086
Cape Cod
Tracey, if you pull that matrix together and are able to share it with the rest of the BOL community, we would love to add it to our Banker Tools section. Once you've finished sharing it with your processors and done any fine tuning, consider going to our Banker Tools section (www.bankersonline.com/tools) and submit the tool to us. We'll check it out. We'll either share your name and the name of your bank, or not, as you prefer. You can upload it as a Word, Excel or PDF file.
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John S. Burnett
BankersOnline.com
Fighting for Compliance since 1976
Bankers' Threads User #8

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#2052129 - 12/02/15 08:52 PM Re: changed circumstance matrix Tracey, CRCM
Tracey, CRCM Offline
Platinum Poster
Joined: Jul 2015
Posts: 542
Gorham, ME
I certainly will John! Hoping to get it done this week, or early next week.
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Tracey

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#2182095 - 06/18/18 04:09 PM Re: changed circumstance matrix Tracey, CRCM
okcowgirl Offline
100 Club
Joined: Aug 2010
Posts: 102
Oklahoma
Tracey and John,
I am interested in a matrix on TRID changed circumstances. Was this ever shared? I cannot seem to find it in the bankers online tools. Would appreciate any help.

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#2182762 - 06/22/18 03:26 PM Re: changed circumstance matrix Tracey, CRCM
warrior Offline
New Poster
Joined: Jul 2017
Posts: 24
Cowgirl,

If found this matrix which seems to be pretty in-depth and detailed. Not sure how accurate.

http://docs.cmgfi.com/wholesale/TRID-COC-Matrix-External.pdf

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#2183073 - 06/25/18 09:30 PM Re: changed circumstance matrix Tracey, CRCM
okcowgirl Offline
100 Club
Joined: Aug 2010
Posts: 102
Oklahoma
Thank you to both Tracey and Warrior for sharing information.

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