RC_LA_ST_300.2 Investor Requirements for Servicing Transfers
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| Option | Price |
| Member | $50.00 |
| Non-Member | $100.00 |
An investor is any person or institution that invests in mortgages or mortgage-backed securities. When discussing mortgage loan servicing, the term investor commonly refers to private investors, government-sponsored enterprises (GSEs), including Fannie Mae and Freddie Mac, and government agencies such as Ginnie Mae.
Each investor establishes requirements that govern servicing transfers. Servicers involved in a transfer should obtain and follow the applicable investor guidelines to help ensure regulatory compliance, operational readiness, accurate transfer of servicing responsibilities, and a smooth borrower experience. Investor requirements may address items such as approval processes, timelines, documentation, due diligence expectations, fees, and reporting obligations. Each servicer builds a history with each transfer, which influences the servicer's ability to participate in future transfers.
Investor Requirements for Servicing Transfers provides an overview of common servicing transfer requirements established by most private investors and reviews selected requirements applicable to Fannie Mae, Freddie Mac, and Ginnie Mae. The course discusses investor expectations related to approvals, buyer and seller responsibilities, document delivery, and transfer oversight.
This is a single-family/residential course.
Topics:
- Private Investors
- Fannie Mae Requirements for Servicing Transfers
- Freddie Mac Requirements for Servicing Transfers
- Ginnie Mae Requirements for Servicing Transfers
Seat time approximately 45 minutes.
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