Loan Level Investor Record Review
Company Name
Submitted by
E-mail Address
1.
I only set up the Loan Level Investor Record for loans I have sold and retained servicing.
True
False
2.
A red asterisk (
*
) indicates a computed field.
True
False
3.
I will always enter the investor percentage of ownership.
True
False
4.
I should always indicate if a Controlling or Participating investor.
True
False
5.
The percentage of ownership will always be 100 percent.
True
False
6.
Investor reports subtotal or Loan Group.
True
False
7.
For my portfolio loans, I enter a servicing fee.
True
False
8.
The Investor Record indicates who owns the loan.
True
False
9.
Yield to Investor is the rate guaranteed to the investor and is used only for participation loans.
True
False
10.
Yield Differential is the difference between the note rate, the guaranteed rate to the investor and/or the servicing fee.
True
False
Updated October 14, 2008 at 6:24 a.m.
