RC_LA_IR_200.6 Private Investor Reporting Requirements
| Option | Price |
| Member | $50.00 |
| Non-Member | $100.00 |
Private Investor Reporting Requirements examines the reporting, remittance, reconciliation, and servicing transfer requirements commonly established through private investor servicing agreements. Because private investor requirements vary by contract, the course focuses on the operational processes servicers use to satisfy contractual reporting obligations.
The course begins with an overview of private investor reporting and remittance guidelines before examining servicing agreements, reporting requirements, reporting methods, reporting data, and remittance structures. It then explains custodial account requirements, reconciliation activities, and servicing transfer considerations commonly addressed in private investor servicing agreements.
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 12 minutes.
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