RC_LA_IR_200.1 Investor Reporting Concepts
| Option | Price |
| Member | $50.00 |
| Non-Member | $100.00 |
Investor Reporting Concepts introduces the foundational principles of investor reporting and its role within the broader mortgage servicing and secondary market landscape. The course is designed for professionals new to investor reporting and outlines key terminology, stakeholder roles, and the basic functions that support investor compliance.
The course begins with an overview of the mortgage lending process, emphasizing how loans are originated, sold to investors, and pooled into mortgage-backed securities. It then introduces key concepts in the secondary mortgage market, such as securitization, guaranty fees, servicing fees, and remittances.
Learners then explore the role of the investor reporting specialist, including responsibilities such as reconciling custodial accounts, supporting audit requests, and maintaining accurate reporting practices. The course concludes with an introduction to major investors and guarantors—such as Fannie Mae, Freddie Mac, and Ginnie Mae—and explains how their distinct roles influence investor reporting requirements.
This is a single-family/residential course.
Topics:
- The Mortgage Lending Process
- Key Terms in Secondary Mortgage Market Investment
- The Role of the Investor Reporting Specialist
- Mortgage Loan Investors
Seat time approximately 30 minutes.
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