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Agent · Backlog

Closing Disclosure & TRID Compliance Agent

Prepares and balances the Closing Disclosure against the Loan Estimate and settlement data, enforces TRID timing and tolerance rules, and drafts cure documentation when needed.

Not yet specifiedSemi-autonomousComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.

What it does

  • Compare LE-to-CD fees and classify tolerance buckets (0%, 10%, unlimited)
  • Validate changed-circumstance documentation
  • Enforce 3-business-day CD delivery and re-disclosure triggers
  • Balance CD with settlement agent
  • Draft tolerance-cure letters

Systems and data it works with

  • LOS disclosure engine (Encompass)
  • Settlement/title platform
  • E-delivery tracking
  • Compliance engine