Data Dictionary

Item Number 6504
MORTGAGE LOANS AND CONTRACTS - MORTGAGE LOANS SERVICED FOR OTHERS - (PRINCIPAL BALANCE OF LOANS SERVICED) - WEIGHTED AVERAGE REMAINING TERM (IN MONTHS)

Call confidentiality applies to FFIEC 031/041.

Series Start Date End Date Confidential? Reporting Forms
SVG36504 1989-06-30 1992-12-31 Yes Multiple Forms
SVG66504 1989-06-30 1992-12-31 Yes Multiple Forms
SVG76504 1989-06-30 1992-12-31 Yes Multiple Forms
SVG86504 1989-06-30 1992-12-31 Yes Multiple Forms
SVGL6504 1989-06-30 1992-12-31 Yes Multiple Forms

Data Description:


Includes the weighted average remaining term (in months) of the outstanding balances of mortgage loans serviced for others. Includes the combined portfolio of purchased servicing and retained servicing.

Example: Assume an institution purchased a servicing portfolio composed of two mortgages. One has an outstanding principal amount of $50 with an underlying coupon rate of 9.5%, a servicing spread/fee of 50 basis points and 310 months to maturity. The other mortgage has outstanding principal of $50 with an underlying coupon rate of 11%, a servicing spread/fee of 30 basis points and 330 months to maturity. Also assume that the institution had originated a $100 mortgage with a 10% coupon rate and 360 months to maturity. Assume the institution then sold the mortgage to yield 9.20% and retained the servicing rights (giving it a servicing spread of 80 basis points).

The institution should report $50 in the more than twenty years maturity/repricing column on the 9.00-9.99% line, $50 in the more than twenty years column on the 11.00-11.99% line, and $100 in the more than twenty years column on the 10.00-10.99% line. The weighted average remaining term are calculated as follows:

Weighted Average = $50(310) + $50(330) + $100(360) = Term $200 340 Remaining Months

NOTE:

Data reported under mnemonics SVG3 thru SVG8.

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Last update: Feb 19, 2026