October deliveries to the GSEs were up 15.2% from September, largely due to a 66.4% sequential increase in refinances. (Includes two data tables.)

The reduction in fees for mortgages on homes that qualify for the GSEs’ housing goals are estimated to increase Fannie and Freddie acquisitions by 37,000 loans in 2025.

Industry trade groups noted that the increase comes on top of a 400% price hike over the past two years. They also argued that the credit re-porting bureaus will inevitably add additional price hikes.