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
- 2023 Due Date Calendar for Monthly Reporting and Drafting
- 2022 Loan Level Reporting (LLR) Processing Schedule
- 2023 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
Webinars
- Introduction to Investor Accounting Responsibilities Webinar
- Investor Accounting and Default Reporting Requirements for the Flex Modification
- Investor Reporting Loan-Level Transactions Webinar
- Investor Reporting Resolving Loan-Level Edits Webinar
- Investor Reporting Using Loan Level Reporting Webinar
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