February 2, 2026By James DohnertShort Takes: Provident Expected to Issue MBS of Agency-Eligible Loans / Selene Kicks Off Borrower Assistance Program / NewRez to Move to New Servicing OS / Novacore to Buy Insurance AgencyThe Provident deal contains loans mostly made to prime credit borrowers.
January 30, 2026By Dennis HollierFHFA Adjusts Cap on GSEs’ Investment PortfoliosEven prior to the policy change, the GSEs’ individual holdings on MBS were above the $40 billion cap.
January 29, 2026By Dennis HollierRocket Tops Chase as Largest Servicer of GSE MortgagesThe addition of Mr. Cooper Group’s portfolio in October more than doubled Rocket’s outstanding GSE servicing as the end of December, to $952.02 billion.
January 27, 2026By Brandon IveyShort Takes: Non-QM Delinquencies Remain Elevated / Home Price Appreciation Speeds Up / MBS-Focused REIT Adds to Holdings / Onity Upsizes Debt Offering
January 26, 2026By James DohnertShort Takes: Profits Up at BPL Lender / Go Companies Hires CEO / Goldman Expected to Issue CES Deal / Canceled Homebuyer Deals Peak