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Home » Authors » John Bancroft

Articles by John Bancroft

Third-Party Lenders Gaining Ground in Slumping Market

November 23, 2022
John Bancroft
Retail lending led the mortgage market to lower production volume in the third quarter as rates stayed stubbornly high and companies moved to cut overhead. (Includes six data charts.)
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Despite Market Churn, MSR Financing Is in Good Supply

November 23, 2022
John Bancroft
There haven’t been many capital markets deals lately because spreads are too wide, noted one panelist...
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Publicly Traded Nonbanks Endure Another Harsh Earnings Cycle

November 22, 2022
John Bancroft
With interest rates steadily rising, MSR appreciation helped buoy results in the third quarter.
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Nonbanks Endure Another Harsh MB Earnings Cycle

November 18, 2022
John Bancroft
UWM had, by far, the most successful third quarter among publicly traded nonbank mortgage companies, boosting net income by 51% from the previous period. But others saw sharp declines in profitability and four nonbanks posted losses. (Includes data chart.)
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Shifting MSR Market Gives Lenders a Lot to Think About

November 18, 2022
John Bancroft
Loan-level analytics can help small and mid-sized mortgage companies decide whether to sell or retain newly originated mortgage servicing rights as they plan survival strategies for an increasingly hostile market.
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Banks Post Another Decline in Residential MBS Holdings in 3Q22

November 18, 2022
John Bancroft
In addition, banks reported $35.6 billion of MBS in trading accounts, a significant 87.1% jump from 2Q22...
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MSR Market Watches for Smoke Signals From the Fed

November 18, 2022
John Bancroft
There's an iceberg of low-coupon MSRs out there...
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Banks Post Another Drop in Residential MBS in 3Q22

November 17, 2022
John Bancroft
A market-wide slump in MBS fair market values accounted for most of the decline in reported bank holdings of these securities during the third quarter. And there was a significant increase in MBS held in bank trading accounts. (Includes two data charts.)
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Despite Market Churn, MSR Financing Is in Good Supply

November 17, 2022
John Bancroft
Capital markets deals to finance MSR have slowed down, but servicers still have access to funding through bilateral loans from banks and excess-spread transactions.
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FHA Ekes Out Slight 3Q22 Gain as Other MIs Fade

November 17, 2022
John Bancroft
The biggest problem for the PMIs: a 13.7% decline in new purchase business...
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