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.
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 $120 Trillion in MSRs, including 75% 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 2021, our Analytics desk performed over 2,300 valuations on over $42 Trillion of MSR assets.
250+
Active Clients
75%
Of The Top 20 Mortgage Servicers
$ 42T+
In UPB Valued in 2021
13
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.

Jeff Boyd
Executive Vice President - Analytics

Tim Hirschfield
Senior Vice President - Analytics

Ashlee Davis
Vice President - Analytics

John Kelley
Assistant Vice President - Analytics

Christian Deschene
Senior Analyst – Analytics

Erik Petersen
Analyst – Analytics

Swekshya Sharma
Analyst – Analytics

Khavya Chandrasekaran
Analyst – Analytics
