Surprise: Two Harbors is preparing a new jumbo MBS deal. It looks like the bond will be issued in early August...

"There are plenty of small deals out there," said one mortgage analyst, "but no big ones."

One stock analyst told IMFnews: “He hasn’t charged them [Nationstar] because he [Lawksy] doesn’t have anything.”

RPM Mortgage, one of the largest privately held nonbanks in California, has signed a new origination deal with Mechanics Bank, Walnut Creek, CA.

Nationstar Mortgage and Walter Investment are the only seller/servicers (counterparties) mentioned by name in the FHFA IG report on nonbank risk.

NAR Chief Economist Lawrence Yun: “The way they have raised premiums and fees – the way I view it and what I hear from Realtors – is essentially they are ripping off consumers. It’s almost as if HUD needs to be turned over to the CFPB to be investigated"...

Are officials at HUD worried that JPM's Jamie Dimon may follow through on his threat to leave the FHA program? Not in the least.

Regarding portfolio retention, the GSE found that over the next three months, 56 percent of nonbanks hope to grow their loan portfolios.

Or perhaps the FHA is concerned that the private mortgage insurance industry will continue to gain market share at its expense?

“There’s lots of talk of companies being for sale right now,” said Paul Hindman, managing director of Management Advisors Executive Search, “but not too much talk of deals closing.”