RC_LA_IR_200.6 Private Investor Reporting Requirements
| Option | Price |
| Member | $50.00 |
| Non-Member | $100.00 |
Private Investor Reporting Requirements addresses the distinct obligations and practices associated with servicing loans held by private investors. The course is designed for investor reporting professionals who manage non-GSE portfolios, including those governed by individual investor agreements and customized reporting standards.
The course begins by explaining how private investor servicing differs from GSE and agency servicing, emphasizing the role of contractual agreements in defining reporting and remittance requirements. Learners then explore common remittance methods, timelines, and reconciliation procedures tailored to individual investor expectations.
Next, the course reviews best practices for managing custodial accounts and preparing documentation to meet private investor requirements. It concludes with a discussion on servicing transfers for private investor loans, highlighting the importance of obtaining investor approval and coordinating custom reporting schedules.
This is a single-family/residential course.
Topics:
- Private Investor Reporting and Remitting Guidelines
- General Remitting and Reconciliation Guidelines
- Actual/Actual Reporting Method
- Scheduled/Actual Reporting Method
- Scheduled/Scheduled Reporting Method
Seat time approximately 30 minutes.
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