PHONIZE and the Silicon Valley Chapter of the California Association of Mortgage Professionals Host TRID Compliance Training

2015-01-16-Morfmedia-0024Live Training with Phonize SVP of e-Learning Ginger Bell on May 8 at the Campbell Community Center Helps Mortgage Originators and Real Estate Agents Turn TILA-RESPA Compliance Expertise a Playbook for Success

Campbell, CAPhonize Inc., leader in enterprise compliance training for the mobile workforce, and its industry education partners, including the Silicon Valley Chapter of the California Association of Mortgage Professionals (CAMP), Plaza Home Mortgage, Excelerate Capital, Mountain West Financial, Pinnacle Capital, Home Bridge Financial Services, Land Home Financial Services and Provident Bank, are presenting TILA-RESPA (TRID) training in Campbell on May 8. CAMP is hosting a mini fair, trade show and speaker sessions along with the TRID event. Register for the session here.

The training is conducted by industry training expert and Phonize Inc., SVP e-Learning, Ginger Bell. Using an engaging, interactive and multimedia training platform, Bell delivers an expert view that helps mortgage lenders and real estate agents prepare for new processes, deadlines and archiving rules associated with the upcoming integrated disclosure rule to take effect on August 1, 2015.

“Compliance is the focus of just about every discussion these days in lending–but how do you know if you are really compliant?,” stated Bell. “In this session I will share what is required on a state and federal level these days for compliance and what steps you can take to make sure you are compliant. This is especially important now with all of the upcoming disclosure changes.”

Train the Trainer Expertise Helps Your Partners Be More Effective

TRID consolidates four existing disclosures for closed-end credit transactions secured by real property. The forms being replaced by TRID are:

  • Good Faith Estimate (GFE)
  • Initial Truth-in-Lending Disclosure
  • HUD-1 Settlement Statement
  • Final Truth-in-Lending Disclosure

In their place, TRID mandates the use of two disclosures: a three-page loan estimate and a five-page closing disclosure. The free Train-the-Trainer events will provide a step-by-step approach to help trainers and company managers know about the mandated changes while ensuring their loan origination software is up-to-date.

For industry professionals who cannot attend the event, training is available in its entirety online via Morf Learning, award-winning enterprise training platform for mobiles. Morf Learning is optimized to make enterprise compliance training effective for professionals on the go. It includes a library of certified course content that is delivered in an innovative way to delight and engage employees, partners and administrators with its playbooks for compliance success. It offers powerful analytics engines that show an individual’s progress, strengths and areas needed for improvement, proof of examination for audits and more.

For more information about piloting Morf Learning, please visit Phonize invites  industry training experts to contact us to learn more about the benefits of delivering enterprise training with Morf Learning.


About Phonize, Inc.

Phonize, Inc., developer of Morf Learning,™ mobile platform as a service, simplifies enterprise compliance training for companies and the mobile workforce in highly regulated industries. Founded in 2013 by a seasoned management team with expertise in developing start ups, Morf Learning is in pilot with more than 100 companies and content expert partners in the financial services and life sciences industries. Morf Learning streamlines the processes for authoring and deploying certified compliance content. EYEQs–three minute courses with gamification and smart analytics deliver a more effective and fun way to engage in training. Its digital platform offers centralized reporting for managing governance, regulatory and compliance training on a sustained basis. Morf Learning turns compliance training into playbooks for business in highly regulated industries.

For more information about Phonize, please visit:


Heidi Wieland

Vice President Marketing of Phonize, Inc. USA