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


AFM - Advance Forecasting Module

  • Quantify, analyze and manage forbearance impacted servicing advances
  • Dynamic tool uses assumptions clients control
  • Applies COVID-19 forbearance and advancing requirements of the Agencies
  • Produces rolling 12-month forecasts, using loan-level data
  • Implementation in a week

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Dynamic MSR Proforma (“DMP”) Advisory Service

  • Leverage Phoenix’s proprietary commercial-grade dynamic MSR proforma software application DMP and our MSR strategy experts, to develop, validate and compare net present value return for various MSR strategies
  • Explore the interplay of servicing rights’ performance, capital gains tax rates, bulk MSR sales, and cash flow timing from MSRs to develop the MSR strategy that is best for you
  • Toggle a comprehensive range of assumptions to forecast impacts on your cash, balance sheet, income statement, capital requirements, and projected cash flows

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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 $1 trillion of MSRs and more than $250 Million of Whole Loans since 2013. Over the past three years, Analytics has valued over $75 Trillion in MSRs, including 70% of the top 20 mortgage servicers. The PHOENIX Analytics desk has an active client base of over 250 firms, including large depositories, private investment funds, REITs, IMBs, community banks and credit unions. In 2018, our Analytics desk performed over 2,000 valuations on over $30 Trillion of MSR assets.

  • Growth Arrow 250 + Active Clients
  • 70 % Of The Top 20 Mortgage Servicers
  • $ 36 T+ In UPB Valued in 2019
  • 10 Full-Time Analysts

Your Trusted Advisors

The PHOENIX Mortgage Services leadership team brings decades of hands-on servicing operations and quality control experience to each client partnership. With each engagement, our senior team is directly involved in developing solution architecture, recommendations and operational delivery.

Contact Our Team

Jeff Boyd

Executive Vice President - Analytics

Tim Hirschfield

Vice President - Analytics

Ashlee Davis

Vice President - Analytics

John Kelley

Assistant Vice President - Analytics

Cesar A. Soto

Senior Analyst

John Tinsley

Financial Analyst

Andrew Westphal

Financial Analyst

Barbara Lundebjerg

Financial Analyst

Van Thomas

Financial Analyst

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