Exam Preparation

Lending Compliance Exam Preparation for Financial Services

Lending compliance examinations evaluate your compliance with lending regulations including TILA, RESPA, and ECOA. Canarie helps you maintain evidence of compliant lending operations across the loan lifecycle. Specifically tailored for the unique examination requirements facing financial services.

More for Financial Services

Financial Services Exam Preparation Challenges

Executing compliance work systematically
Capturing evidence automatically
Proving compliance happened
Managing recurring compliance tasks
Preparing for examinations

Examining Agencies

CFPBFDICOCCFederal Reserve

Exam Frequency

Every 12-18 months

Preparation Steps for Financial Services

1
Review lending disclosure procedures
2
Compile closing disclosure accuracy
3
Document APR calculation verification
4
Gather escrow account compliance
5
Prepare fair lending monitoring
6
Document quality control testing
7
Compile exception tracking

Evidence Examiners Expect

Lending policies and procedures
Disclosure accuracy testing
APR calculation documentation
Escrow account records
Fair lending monitoring results
Quality control test results
Exception and override tracking

Related Compliance Areas for Financial Services

BSA/AMLConsumer protectionFair lendingData privacyRegulatory compliance

Frequently Asked Questions

Transform Lending Compliance Exam Preparation for Your Financial Service

See how financial services prepare for examinations in days, not weeks.