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There are exclusions and instructions – what applies when

Answered by: 
Kathleen Blanchard

Question: 
We merged with another financial institution in 2017 and are confused about the reporting rules. There is an exclusion for loans acquired as part of a merger and acquisition yet there are instructions for how to report. What do we report?
Answer: 

The exclusion and the merger instructions are talking about two different things: loans from prior calendar years and those in the current calendar “HMDA” year. The webinar will explain the difference and give examples.

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Learn more about Kathleen Blanchard’s webinar
HMDA Check Up – Laying the Groundwork for January 2018

First published on 11/19/2017

Filed under: 
Lending
Filed under lending as: 
HMDA
Lending

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