Loan Estimate (1)

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Loan Estimate


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This screen appears when you select the Loan Estimate from the Print Loan Applications Forms screen.

Check out the video related to this topic: Completing the Loan Estimate (More videos below!)

Helpful Resources

For complete information about using this form, refer to the booklet CU*BASE TILA/RESPA Integrated Disclosure (TRID)  (NOTE: A PDF version of this booklet will open.)


For additional detailed information, reference the CFPB TILA-RESPA Integrated Disclosure -- Guide to Forms booklet from the Consumer Financial Protection Bureau.

Screen Overview

This is the first in a series of screens used to “capture” the data required to print on the Loan Estimate. The data entered on this screen is printed in the header section and the Loan Terms section on page 1 of the Loan Estimate.

Use the Continue button to proceed to the next screen.

Field Descriptions

Field Name


Date Issued

Enter the date that this disclosure is/will be mailed or delivered to the applicant.


This is a required field.  Choose one of the following to describe the purpose of loan being applied for:

  • Purchase

  • Refinance

  • Construction

  • Home Equity

Loan Type

This is a required field.

Choose one of the following to describe the Loan Type of the loan being applied for:

  • Conventional

  • FHA

  • VA

  • Other, if this is selected an input field is displayed to describe the loan type

Rate Lock

Either Yes or No must be selected

If the interest rate for this loan application is locked, select Yes and enter the appropriate date and time information.

If not, select No.

Can This Amount Increase After Closing

Loan Amount

Select Yes if the loan amount can increase after closing

Interest Rate

Select Yes if the interest rate can increase after closing

Monthly Principal and Interest

Select Yes if the monthly principal and interest can change after closing

Additional Video Resources

Check out these additional video resources!

View more lending videos.

Visit the CU*BASE video library to view more videos!


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