Escrow Accounts Compliance

This webinar will give you a clear understanding of how to set up and maintain compliant escrow accounts in plain English.

Compliance with the escrow requirements can be tricky as the rules are vague, some terms are not defined and some investors make up rules that contradict the regulatory requirements. If you are doing something wrong, you probably have done it systematically, which leads to more serious issues.

The "Escrow Accounts Compliance" has been approved for 2.5 CRCM credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for Live attendance only. To receive a certificate, email streaming@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.

Covered Topics

  • Required Escrows Accounts
  • Voluntary Escrows Accounts
  • Initial Escrow Account Statements
  • Annual Escrow Account Statements
  • Loan Payoff Escrow Account Statements
  • Escrow Account Surpluses, Shortages & Deficiencies
  • Step-by-Step Escrow Account Analysis
  • Best Practices

Who Should Attend?

This webinar is designed for loan officers, loan processors, compliance, audit and other loan operations personnel that create, calculate, analyze and/or disclose information related to escrow accounts.

The training provided is consistently well presented and deeply understood by the presenter." -Tawnya S., First Interstate Bank