Investor Accounting Training
Training resources for your Investor Accounting processes.
Getting Started
This Introduction to Investor Accounting Responsibilities tutorial introduces primary responsibilities for reporting and drafting monthly mortgage activity for new Seller/Servicers who retain servicing.
Featured Learning
Educational Resources
Reference Tools
- 2024 Due Date Calendar for Monthly Reporting and Drafting
- 2025 Due Date Calendar for Monthly Reporting and Drafting
- 2024 Loan Level Reporting (LLR) Processing Schedule
- 2025 Loan Level Reporting (LLR) Processing Schedule
- Import Loans Reference Guide
- Investor Accounting: The Basics
- Investor Reporting Best Practices Tool
- Reporting Transactions and Resolving Loan-Level Edits
- Servicing Reports Tool