The PHOENIX Analytics team would like to share our May 2020 monthly snapshot. In this report, PHOENIX reviews key economic and housing indicators, interest rates, prepayment speed trends, and delinquency trends.
News and Events

Whole Loan Trading: What’s the Latest?
The Mortgage Bankers Association on Thursday, June 4th, hosted a discussion PHOENIX’s Brian Cerise and industry experts joined to discuss market intelligence and practical observations to help you better navigate trades and manage your Whole Loan portfolio. This discussion is…
COVID-19 Impact on Scratch & Dent Trading and Where We Go Next
Presented by The Mortgage Collaborative, PHOENIX’s Brian Cerise, Jason Eisendrath, and Kelton Carter for a discussion that will provide impactful knowledge and practical observations on loan trading in today’s environment. This discussion aims to assist with scratch and dent best…
April 2020 PHOENIX Market Snapshot
The PHOENIX Analytics team would like to share our April 2020 monthly snapshot. In this report, PHOENIX continues to explore the COVID-19 impact, with our special topic, Mortgage Forbearance Overview. In addition, PHOENIX reviews key economic and housing indicators, interest…
Daily Primary Borrower Par Mortgage Rates
Whole Loan Risk Management With Sensitivity Analysis
Over the past month, there have been significant changes in the mortgage market, leaving future industry changes unclear. Loan portfolios are subject to a variety of risks, most notably interest rate risk and credit risk. To help measure and manage…
Introducing the Advance Forecasting Module Webinar
On April 30th, PHOENIX’s William McPartlon, Stephen Rudner, Stephen Fleming, and Jerry McCoy introduced our Advance Forecasting Module, a new tool engineered to assist servicers and investors in this COVID-19 market. During this webinar, PHOENIX presented how the Advance Forecasting…
March 2020 PHOENIX Market Snapshot
The PHOENIX Analytics team would like to share our March 2020 monthly snapshot. In this report, PHOENIX explores the COVID-19 impact, with our special topic, Crisis Comparison: 2008 vs 2020. In addition, PHOENIX reviews key economic and housing indicators, interest…
COVID-19’s Effects on the Whole Loan Market
COVID-19 has created unprecedented volatility in all markets, which in turn has stressed many participants. The whole loan market is no different. Liquidity remains in the space; however, PHOENIX believes that sellers should adjust their sales strategy and expectations to…
MSR and Whole Loan Landscape: Liquidity, Execution, and Strategy in a COVID-19
PHOENIX’s Kelton Carter and Brian Cerise, along with The Mortgage Collaborative, held a timely discussion on Wednesday, April 15th, on the state of the MSR and Whole Loans Landscape. This conversation focused on the liquidity, execution, and strategies that should…