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. Designed for professionals new to investor reporting, the course establishes the terminology, concepts, and industry relationships that form the foundation for investor reporting responsibilities.
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 explains key concepts in the secondary mortgage market, including securitization, guaranty fees, servicing fees, remittances, and investor reporting. The course also examines the responsibilities of the investor reporting specialist and concludes with an introduction to the major investor types—including Fannie Mae, Freddie Mac, Ginnie Mae, and private investors—and the role each plays in investor reporting.
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 20 minutes.
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