What steps are involved with switching exception tracking systems?
Do you have to revise the issue date of the Final CD to match the CD date if nothing has changed from the Initial CD issue?
We had a mortgage loan, a refinance, subject to TRID and we charged a Title Insurance fee upfront on the Loan Estimate of $765 and it was actually a Title Search for $50. The Closing Disclosure was not changed either. How do I complete a revised CD after consummation; Do I just refund the $715 or do I need to complete a revised CD?
What are the tradeoffs between manual and automated exception reporting workflows?
How is e-mail delivery for the disclosures considered as far as timing?