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Closed-End Real Estate Lending

 

Wednesday, February 6, 2013

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

 

Speakers:

John Engel, Director of Legal Affairs, The League

Kim Hoppe, Compliance Resource Analyst

 

About the Program

This seminar presents the requirements when making basic closed-end, fixed rate real estate loans in Wisconsin. This program is appropriate for any staff new to home equity real estate lending, as well as for experienced lending staff.

 

Participants are urged to bring a model set of completed loan forms and disclosures from their credit union to compare and reconcile with the seminar’s loan documentation checklist and samples. (Please delete any personal information the forms may contain!)

 

The presenters will utilize sample completed WCUL forms to guide the participants through the process, from application to post-closing.

 

Sleeping room rate:  $99.00 plus taxes
Release date:  January 6, 2013



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