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Tag: investor reporting

1 article tagged “investor reporting”
Servicing

The P&I You Remit Is Not the P&I You Collected: Custodial Reconciliation With an AI Servicing Agent

Investor reporting and custodial accounting is the servicing function that never calls the borrower and never makes the pitch deck, and it is where a servicer loses its approval. How an AI agent runs the daily reconciliation Fannie Mae's Servicing Guide requires across P&I and T&I custodial accounts, why the scheduled/scheduled rule forces more accounts than people expect, and the line between reconciling the money and moving it.

6 min read
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