Trading Services
PHOENIX is the premier MSR and Whole Loan advisor, offering best-in-class trading & transaction management services to ensure clients achieve optimal results across all deal structures.
Transaction Management
NDA
1 - 2 Weeks
Data Preparation
2 - 3 Business Days
Offering and Marketing Process
7 - 10 Business Days
Bid Date and Bid Analysis
3 - 5 Business Days
Post LOI
4 - 6 Weeks
Post PSA
Ongoing
Our Track Record
By applying our cumulative, specialized knowledge and comprehensive transaction management tailored to their specific needs, PHOENIX clients consistently enjoy optimal price and near certainty of closing their MSR & Whole Loan transactions. PHOENIX strives to be a long-term partner with every client, and our success and loyalty is demonstrated in our statistics below:
MSR Trading
- $ 2 T+ In MSRs Successfully Traded Since 1997
- 99 % Success Rate Post-LOI
Whole Loan Trading
- 165 Whole Loan Trading Clients
-
Success Rate Post-LOI
93
%