MSR and Whole Loan Analytic Services

PHOENIX offers a wide variety of analytic services to our clients. Utilizing market discovery from our PHOENIX trade desk, coupled with industry recognized models and our experienced team of analysts, we offer a customized approach to MSR and whole loan analytics.

MSR Fair Value Services

  • MSR fair value
  • Interest rate sensitivities
  • Detailed cash flow reporting
  • Customized reporting

Ask Us About Our MSR Fair Value Services


MSR Economic Value Services

  • Client-specific valuations
  • Detailed cash flow reporting

Ask Us About Our MSR Economic Value Services


Whole Loan Valuation Services

  • Mark to market valuations
  • Portfolio risk stratification reporting
  • Cash flow reporting

Ask Us About Our Whole Loan Valuation Services


Secondary Marketing Services

  • MSR pricing
  • Pipeline MSR valuations
  • Best execution analysis
  • Capital markets consulting

Ask Us About Secondary Marketing Services


MSR Asset Risk Management Services

  • Dashboard reporting
  • Hedge advisory
  • Pro forma analysis
  • Strategic sale guidance
  • Financial impact modeling

Ask Us About Our MSR Asset Risk Management Services


MSR and Whole Loan Accounting Services

  • MSR accounting outsourcing
  • Roll forward reporting
  • Audit and regulatory support

Ask Us About Our MSR and Whole Loan Accounting Services


MSR and Whole Loan Acquisition Analysis Services

  • Buyer representation support
  • Market-based scenario analyses
  • Economic-based scenario analyses

Ask Us About Our MSR and Whole Loan Acquisition Analysis Services


Our Track Record

PHOENIX is the premier provider of MSR and Whole Loan valuation services and presents clients with unparalleled market insight. Analytics operates side-by-side with the Trade desk, which has successfully transacted over $2 trillion of MSRs and more than $4.5 billion of Whole Loans. The PHOENIX Analytics desk, boasting an active client base of over 250 firms, including large depositories, private investment funds, REITs, IMBs, community banks, and credit unions, further solidifies our industry standing. In 2023, Analytics valued over $62 trillion in servicing rights, covering 80% of the top 25 banks and mortgage servicers through meticulous evaluation of over 2,600individual mark-to-markets.

250+

Active Clients

80%

Of The Top 25 Mortgage Servicers

$62T+

MSR Valued in 2023

$356B

in Whole Loans Valued in 2023

Experience the PHOENIX Difference

Our ongoing quest to provide unmatched trading, mortgage services and analytics to the mortgage industry fuels our culture of customer service, market observation and excellence of execution.

Contact PHOENIX