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Quick Takes

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Investor Reporting Change Initiative Insights

Know what's coming down the pike with the Investor Reporting Change Initiative. Stay on track with quick facts, insights, and quizzes to test your knowledge.


Operational Readiness Checklist

February 4, 2019

Investor Reporting Change Initiative: Operational Readiness Checklist

Use this interactive checklist to familiarize yourself with the hot topics and track your readiness progress.

IRCI: Survey for West Coast Training

December 17, 2018

Survey: In-Person Training? – Closed - Survey Completed

To help you prepare for our investor reporting changes, we are providing live customer training in Dallas, Chicago and McLean. We are considering adding an additional session in the Greater Los Angeles area. Would you be interested in a customer training session in the Greater Los Angeles area? Your feedback is appreciated as we continue developing our training plans and materials.

IRCI intitative

November 6, 2018

Tips for a Smooth Transition to IRCI in May 2019

New Investor Reporting edits will be in place with the implementation of Investor Reporting in May 2019. To minimize edits with Investor Reporting, here are some tips you can put into action today.

IRCI intitative

October 16, 2018

Register Now: Investor Reporting Change Initiative Live – Registration Closed

Join us for a 1-day workshop to learn how the investor reporting changes effective May 2019 affect your organization's internal processes. This interactive learning experience includes group discussions, classroom activities and the opportunity to practice loan transactions under the new reporting and drafting requirements.

Form 1132A

September 27, 2018

Form 1132A Submission Guidelines

In preparation for the Investor Reporting implementation Servicers must complete, execute and submit Form 1132A. We’ve established guidelines and a staggered submission schedule based on the Servicer’s company name. To allow sufficient time to receive and process the forms, Servicers are requested to adhere to this schedule.

IRCI webinar

August 27, 2018

Join Us: Investor Reporting Change Initiative Live – Registration Closed

You spoke. We listened. This is your opportunity to engage with Freddie Mac representatives in preparation of the new reporting and remittance requirements coming in May 2019.

IRCI webinar

July 13, 2018

Automatic Transfer of Funds from a Servicer’s Designated Custodial Account

Each month beginning in June 2019, Freddie Mac will draft – via ACH transaction – principal and interest payments and payoff proceeds directly from the Servicer’s designated P&I Custodial Account.

June 18, 2018

You’re Invited: Investor Reporting Change Initiative Webinars

To make your investor reporting transition as smooth as possible, we’re providing the opportunity to attend FREE webinars to help you understand and implement the upcoming remittance and reporting changes. Webinar sessions begin June 19, 2018.

May 31, 2018

The Clock is Ticking…

The Investor Reporting Change Initiative will impact the way you do business with us. This is a complex change and we need all our Servicers and vendors to be ready to transition to the new reporting cycle in May 2019.

April 18, 2018

Poll: Would You Attend In-Person Training?

If provided, would you be interested in attending in-person investor reporting training? Your feedback is appreciated as we continue developing our training plans and materials.

March 26, 2018

Investor Reporting Change Initiative FAQs

You ask, we answer. To assist you in preparing for the upcoming Investor Reporting Change Initiative we’ve updated our Frequently Asked Questions web page. Review the top questions we hear from you to help with your implementation plans.

February 15, 2018

Investor Reporting Training Begins Q3 2018

To help you prepare for the upcoming investor reporting changes, customer training will begin in Q3 2018 and continue through the May 2019 implementation date and beyond.

January 9, 2018

Register Now to Test Our Investor Reporting Changes

We continue to make progress on the Investor Reporting Change Initiative, and we'll soon be entering the testing phase of the project. Register today to test our investor reporting changes.

December 6, 2017

Getting Ready Checklist

Are you on track for the May 2019 implementation? Use our interactive checklist as a tool to help you prepare.

December 4, 2017

Top Three Tips for Success

Don't let the May 2019 implementation date overwhelm you. We've identified some helpful tips to keep in mind as you move toward a successful implementation.

December 1, 2017

Poll: Have You Engaged Your Service Bureau?

Do you work with a Service Bureau? Let us know how closely you're working with them on this Initiative.

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