Recent mergers changed the top 10 lenders who delivered loans into Fannie Mae and Freddie Mac mortgage-backed securities, according to the latest ranking and analysis by Inside The GSEs.

A January drop in interest rates helped boost the number of in-the-money refi borrowers, according to a recent report by Intercontinental Exchange.

The Trump Adminstration is said to be considering ways to boost housing affordability through executive order.

Even prior to the policy change, the GSEs’ individual holdings on MBS were above the $40 billion cap.

The 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.

"What we’re looking for is greater insight into what actions they may take," said Peter Federico, president, CEO and chief investment officer of AGNC Investment.

An affiliate of Ellington Management Group is offering its first non-agency MBS with GSE-eligible mortgages.

GSE purchase-mortgage business with private MI declined at about half the rate of the decline seen in FHA purchase-mortgage business in the fourth quarter of 2025.

The MBA pushed back on various concerns raised by CHLA regarding a proposal to allow single-file credit pulls for certain GSE mortgages.

Conforming jumbo business at the GSEs fell 14.4% on an annual basis to $31.85 billion in 2025.