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Home Equity Line of Credit (HELOC) Lending Seminar

 

Wednesday, June 26, 2013

Country Springs Hotel
2810 Golf Road
Pewaukee, WI
(262) 547-0201

 

Speakers: John Engel, Director of Legal Affairs; Paul Guttormsson, Legal Affairs Legal Counsel; Kim Hoppe, Compliance Resource Analyst - The League

 

About the Program

 

Home Equity Lines Of Credit Are Starting To Make A Comeback!
March 23, 2013, Milwaukee Journal Sentinel
This seminar presents the legal and compliance requirements for HELOCs in Wisconsin. HELOC documents are very complex, so this program is appropriate for both new and experienced HELOC lenders. Participants should have a prior background in basic real estate lending. Participants will utilize The League’s sample completed REAP HELOC forms as a guide for the process, from application to post-closing. However, the policy issues and compliance rules described will apply to any HELOC program. Participants are invited to bring a model set of completed HELOC forms and disclosures from their own credit union to compare and reconcile with the seminar’s loan documentation checklist and samples. (Please be sure to delete any personal information your forms may contain!)



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