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Tag: origination

1 article tagged “origination”
Mortgage

HELOC Origination With AI Agents: The Application-Time Disclosure Rule, the Fee-Refund Trap, and Explaining the Draw Period a Borrower Never Reads

Home-equity lending is back, and the HELOC has disclosure rules a purchase-money loan does not. How an AI origination agent delivers the Regulation Z 1026.40 early disclosures and the CFPB brochure at the right moment, avoids the fee-refund trap when terms change, and explains the draw-to-repayment structure without crossing into advice it cannot give.

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