Lender Basics
Live Training Workshop
July 14, 2026
1pm-4pm Eastern Time
In this comprehensive 3-hour training workshop, students will gain a deeper understanding of the essential documents, procedures, and terminology used by lenders throughout the real estate loan and closing process. The course provides a structured overview of how lenders prepare, review, and transmit key loan documents, and how these materials guide the actions of the settlement agent.
Participants will examine actual examples of lender‑provided documents to understand their purpose, structure, and required components. Students will explore various loan types—including conventional, FHA, VA, USDA, jumbo, and portfolio loans—and identify the unique documentation requirements associated with each category.
A significant portion of the training will focus on lender closing instructions and the preliminary Closing Disclosure (CD). Students will learn how to read and interpret these documents, identify red flags, and understand how lender directives influence the settlement timeline, disbursement of funds, and overall compliance responsibilities.
By the end of the session, students will be equipped to navigate lender communications more confidently and perform their role as settlement agents with greater accuracy and efficiency.
Key Learning Components
Examples
Procedures
Vocabulary
1pm-4pm Eastern Time
In this comprehensive 3-hour training workshop, students will gain a deeper understanding of the essential documents, procedures, and terminology used by lenders throughout the real estate loan and closing process. The course provides a structured overview of how lenders prepare, review, and transmit key loan documents, and how these materials guide the actions of the settlement agent.
Participants will examine actual examples of lender‑provided documents to understand their purpose, structure, and required components. Students will explore various loan types—including conventional, FHA, VA, USDA, jumbo, and portfolio loans—and identify the unique documentation requirements associated with each category.
A significant portion of the training will focus on lender closing instructions and the preliminary Closing Disclosure (CD). Students will learn how to read and interpret these documents, identify red flags, and understand how lender directives influence the settlement timeline, disbursement of funds, and overall compliance responsibilities.
By the end of the session, students will be equipped to navigate lender communications more confidently and perform their role as settlement agents with greater accuracy and efficiency.
Key Learning Components
Examples
- Sample lender document packages
- Completed and partially completed Closing Disclosures
- Real‑world closing instructions and checklists
- Example conditions lists and pre‑funding requirements
Procedures
- How lenders prepare, approve, and deliver loan documents
- Steps in verifying loan amounts, fees, and payoffs
- Procedures for clearing lender conditions before closing
- Review and reconciliation of the CD with lender and title requirements
- Proper communication practices between lender, title, and borrower
Vocabulary
- Common lender terminology (e.g., AUS findings, TRID, LE vs. CD, funding conditions, prepaids, MI, escrow holdback)
- Key acronyms, document names, and processing terms used throughout underwriting and closing
- Language used in closing instructions and loan approval documents
NOTE: This workshop covers residential real estate closings.
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