Implementing the Revised URLA: Here are the Details

GJ Luchs

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The redesigned Uniform Residential Loan Application (URLA) is a complete overhaul of a document that has remained largely unchanged for two decades. These changes have the potential to cause disruptions as this is a critical form relied upon by many during the mortgage loan process. Since change is inevitable, it is important that you begin now to prepare for a smooth transition!

Join us as we work through each of the FIVE (5) sections, line by line offering implementation and training tips throughout the way. As a change often brings challenges, we will discuss exercises to help train your lenders, potential processes to test, and policies and procedures designed to aid in gathering and completing the updated revised URLA. This is definitely a session designed to familiarize you with not only the revised form, but to aid your institution in preparing for a successful adoption of the form that is the backbone of a mortgage loan.

Areas covered

  • Utilize the form’s dynamic capabilities…What’s Expandable! What’s Collapsible!
  • Appropriately use the new forms including the unmarried addendum
  • Develop an implementation plan
  • Effectively train staff on what data to collect and how to complete an application
  • Understand how to work with the new data fields and expanded application
  • Properly capture information on multiple applicants

Who Should Attend?

This informative session is designed for loan officers, loan origination and closing staff, mortgage quality control, underwriters, auditors, compliance personnel and anyone who completes or relies on information documented on the Uniform Residential Loan Application.

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Training CD-DVD

Physical CD-DVD of recorded session will be despatched after 72 hrs on completion of payment

Recorded video

Recorded video session

Speaker: GJ Luchs, BSA/Compliance Auditor and Consultant

GJ Luchs, PhD (ABD), CAMS, CRMS  is a highly experienced and educated BSA/AML and Financial Regulatory Compliance professional with extensive policy and procedure development and implementation, training, internal audit, monitoring, risk management, and reporting experience. Her emphasis has been working with financial institutions that are experiencing regulatory concerns and resolutions, including enforcement actions such as memorandums of understanding and cease and desist orders. Her 15 years of experience has given her the opportunity to work from small community banks to large, international financial institutions. Her roles not only included BSA/AML and Compliance, but also operations, lending services, business development, marketing, management, department development, and asset quality.

GJ Luchs has worked with all of the financial regulators and examiners. She possesses advanced Microsoft Excel, PowerPoint, Word, Internet Explorer, Visio, and Access skills. She also has experience with Fiserv, BAM, CRA Wiz, Teammate, COGNOS, and Metavante banking software. She has been responsible for creating both recurring and ad hoc executive management and board presentations. In addition to her above experience, she is also an adjunct instructor for the business and construction management programs at a local college, as well as writes numerous BSA/AML and Compliance articles, training materials, and manuals as requested from numerous clients.

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