Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Bankers Advisory Implementation Guide for TRID
The Consumer Financial Protection Bureau (CFPB) recently finalized changes to the Truth-in-Lending and Real Estate Settlement Procedures Act Integrated Disclosure (TRID) rules. Bankers Advisory has developed a 120-page, easy-to-reference implementation guide that explains all of the rules published by the CFPB.
Bankers Advisory develops customized policy and procedure manuals that are applicable to your institution’s business model and lending programs. We will complete a review of your existing policies and provide updated information with the most recently published requisites of HUD, Fannie Mae, Freddie Mac, FHLB, Rural Housing, and the CFPB.