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Lending Tools

TRID Date Calendar

12/23/2024
Confused by the TRID date rules? Based on the application date, when is the Loan Estimate required to be delivered, when is it considered received, how do Changed Circumstances change things, when are Closing Disclosures required and when can you close the loan?

Reg O in a Box

05/04/2018

Pam Zbylut put Reg O in a box! By making the box fairly devoid of "regulatory gobbletygook", Pam reports it works well for the loan officers.

Loan Management Study

09/25/2017

From AccuSystems, this is a free whitepaper coming from a study of 82 community banks. 76% consider their loan management at least “moderately efficient." Explore some best practices for streamlining your operations.

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Alogent recently created a free spreadsheet that helps bankers calculate the cost of their current loan management workflows.

Modern Payments Infrastructure: 1 Platform, 1 API, All Channels
Is it time for a solution refresh? Legacy processes can’t always keep up. Ask yourself these questions to assess your payments modernization goals and explore the benefits of a single platform for all Day 1 and Day 2 processing.

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