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Overview & Timeline

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The Road Ahead

Learn more about the investor reporting and remittance requirement changes, and what they mean to you.

Primary Changes

  • Moving to an industry standard monthly investor reporting cycle beginning on the first of the month.
  • Allowing for daily loan-level reporting and editing.
  • Adopting a single common remittance due date for principal and interest on all loans (excluding payoffs).
  • Drafting funds due from you directly on the remittance due date.

For more information on the scope of these changes, please read Guide Bulletin 2016-15.

Customer Benefits

  • Simpler and more flexible investor reporting processes.
  • Greater operational efficiencies.
  • Increased transparency and actionable feedback from us.
  • More complete picture of investor reporting data.
  • Click here for more details.

The Road Ahead

Stay on track – see where we are and where we're going. We'll continue to update you with more specific dates and additional milestones as they become available.

Click the image below to view or save the interactive version of the Investor Reporting Change Initiative timeline. Hover over each milestone for a description.

Click here to view, save or print a printable version of the timeline.

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