Overview
A ninety-minute webinar focusing on HMDA’s data collection requirements with a detailed explanation of the partial exemptions.
The Home Mortgage Disclosure Act requires certain institutions to collect and report information regarding transactions to the federal government. Depending on the transaction, and whether the institution qualifies for exemptions, institutions may have to report a substantial amount of information – also called “data points.”
This webinar will discuss the data points: what the rules and commentary say, how procedures are crucial when the rule is vague or unclear, and how an institution will code the Loan/Application Register. We’ll focus more on the complicated data points, while quickly covering data points that are more straightforward.
The materials will refer to and include the Filing Instructions Guide, which is critical in understanding how to report the data, as well as the reference chart, and will include a number of informal, sample checklists and charts that may be helpful to participants. We’ll cover some common questions institutions have while coding the LAR.
This webinar will also address the partial exemptions – when institutions may qualify for them and which data points are exempted.
Here is What You Will Learn
- All of the data points, including:
- ULI
- Loan purpose
- Construction method
- Type of action taken
- Property location
- Rate spread
- Credit score
- Total loan costs and points and fees
- Origination charges
- Lender credits
- Debt-to-income ratio
- Loan-to-value ratio
- Amortization and maturity
- Type of introductory rates
- Contractual features
- The Filing Instructions Guide and reference chart
- The partial exemptions
Format/Instructional Method: Group Internet Based
An online presentation and any additional supplemental materials, as applicable, will serve as the basis of the presentation. Ample time will be dedicated to taking questions from attendees. Be sure to submit your questions during the webinar, as we are unable to offer telephone or email support after the presentation.
Who Should Attend
This webinar is designed for all HMDA reporters. Appropriate staff to attend would include loan officers (including commercial loan officers), compliance officers, loan processors, loan administration, loan review and internal audit personnel.
Registration Fees
Attendees
- $335 – Attend the Live Webinar
- $435 – Attend the Live Webinar and Purchase One On-Demand License
- $835 – Attend the Live Webinar and Purchase Five On-Demand Licenses
- $335 – Purchase One On-Demand License
- $735 – Purchase Five On-Demand Licenses
Each Additional Live Webinar Attendees: $295
Registration Policy: ProBank Education Services permits one participant per paid registration to access the program via a single internet connection at one physical location. Additional registrations are available at a discounted rate and may be registered online, by mail, or phone. Group viewings are not permitted. All unregistered participants will be invoiced. Please note we reserve the right to change speakers or reschedule/cancel seminars when necessary.
On-Demand Purchase: When you purchase an on-demand webinar, you’ll receive secure login credentials to stream the recorded session and download accompanying materials from a separate email from no-reply-educationservices@us.forvismazars.com within 5-7 business days after the live webinar takes place. You’ll have 180 days to access the training at your own pace—making it easy to integrate professional development into your busy schedule.
When
Where
Questions?
September 24, 2026
- 2:00 PM – 3:30 PM ET
- 1:00 PM – 2:30 PM CT
- 12:00 PM – 1:30 PM MT
- 11:00 AM – 12:30 PM PT
Online
Contact registrareducationservices@us.forvismazars.com
800-523-4778 option 1
CE Information
A certificate of completion is available for each registrant. To obtain your certificate you must participate in the full duration of the program and enter all codewords given at random times. These items are required to receive your certificate. Please note each person must be a registered attendee to be eligible for credit.
CE Credits*
- 1.8 CPE
- 2.0 CRCM
Program Level
Basic
Prerequisite
Basic Knowledge of HMDA Regulations
Delivery Method
Group Internet Based
Field of Study
Specialized Knowledge
Advanced Preparation
None
*ProBank Education Services seminars and webinars are approved by the National Association of State Boards of Accountancy (NASBA) for Continuing Professional Education (CPE) credit, and certain topics may be eligible for Certified Regulatory Compliance Manager (CRCM) and other ABA designations through the ABA Professional Certifications process.
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. Certain programs have been approved for certification credits, such as the CRCM certification. This statement is not an endorsement of these programs or its sponsor. Certification holders must report these credits at aba.csod.com.
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at registrareducationservices@us.forvismazars.com.
ProBank Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the web site: www.nasbaregistry.org.

