TRID Courses


TRID TRAINING Now on Mobile Devices


TRID TRAINING Now on Mobile Devices

First mobile game-like compliance training platform, designed by mortgage industry training experts with a complete TILA-RESPA Integrated Disclosure (TRID) training curriculum created exclusively by Strategic Compliance Partners (SCP). By partnering with SCP, a leader in mortgage compliance consulting, Phonize Learning TRID Training combines a comprehensive compliance curriculum with leading technology which engages students to learn and master the content faster with greater understanding.



  • Introduction
  • Highlights – What are the major changes?
  • Effective Date
  • What Loans are Included?
  • What are the New Forms?
  • Brokering Loans Overview
  • Requirements for Pre-qual and Application
  • Business Day Definitions
  • Timing Requirements
  • Good Faith Estimates and Imposing Fees
  • Intent to Proceed
  • Consummation
  • Shopping for Settlement Providers
  • Limitations on Imposing a Fee
  • Fee Tolerances
  • Rate Locks
  • Special Information Booklet
  • Changed Circumstances
  • Completing the Loan Estimate
  • Completing the Closing Disclosure
  • Post-closing
  • Record keeping
  • Penalty for Non-Compliance

Phonize Learning TRID Training
Phonize Learning TRID Training is delivered online through the Phonize Learning Platform. The entire course is priced per user and includes various modules delivered in a convenient and cost effective way to train any size organization.

These interactive courses provide a comprehensive introduction to the required TRID forms and general implementation requirements. Any number of employees within your company can access each course. It is untimed and does not count towards CE hours.

Phonize Learning Tracks
The Phonize Learning TRID course is offered as either an Operations Track for your operations staff or a Sales Track for your sales staff. The Sales Track will focus on what your front end staff needs to know about the new requirements like the definition of application, timing requirements for initial disclosures as well as important timing requirements for the Closing Disclosure. The Operations Track will include operational requirements of the new regulation including post-closing and record keeping requirements. Both tracks include complete instructions on completing the new disclosures.

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About Strategic Compliance Partners (SCP) – A Leader in Mortgage Compliance Consulting


SCP_LOGO_FINAL_HI-RESStrategic Compliance Partners provides a total compliance solution for lenders of all sizes. SCP’s consultants and attorneys are experts in the field of mortgage compliance, and offer full-service outsourced, compliance management, all at a highly affordable and efficient price.

SCP’s TRID training curriculum, created exclusively for the Phonize training platform, is updated in real-time for students to stay current and up-to-date with all TRID regulations in order to meet CFPB compliance requirements. For more information, go to


Call Heidi Deishl at 571-201-0579 to learn more about company savings.