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Fannie Earnings Stable in First Quarter

April 29, 2026
Dennis Hollier
An increase in Fannie's investment losses related to MBS acquisitions was more than offset by a shift from fair value losses to fair value gains.
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M&T Bank Expects Strong Returns From FHA Subservicing

April 29, 2026
Emmeline Willey
M&T Bank expects its FHA servicing business will have strong returns in the second half of this year.
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Two Harbors Boosts Earnings Ahead of Merger

April 29, 2026
James Dohnert
Two Harbors announced that it has amended its merger agreement with CrossCountry Mortgage during its 1Q earnings call.
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AD Mortgage Credits Flagstar Acquisition for Expansion

April 29, 2026
Abby Zimmardi
A&D Mortgage credited its acquisition of Flagstar Bank's TPO platform for growing its lending footprint.
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Short Takes: Castlelake, Redwood Team on Jumbo Deal / MBA Backs Revised Basel III Proposal During House Hearing / JPMorgan Markets MBS of High LTV Loans / Single-Family Housing Starts Increase

April 29, 2026
James Dohnert
Castlelake, Redwood team to purchase up to $8 billion of prime loans; MBA's Broeksmit signals support for Basel III reproposal; Single-family housing starts increase in March.
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Bayview Tops Ginnie Servicers, Passing Freedom in 1Q

April 28, 2026
Emmeline Willey
Bayview handled a $436.71 billion Ginnie portfolio as of the end of March, up 1.5% from the end of 2025.
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Servicing Drives Up Income at Newrez in First Quarter

April 28, 2026
Brandon Ivey
The fair value of mortgage servicing rights improved as interest rates increased near the end of the first quarter.
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GSE Portfolio Activity Diverges in March

April 28, 2026
Brandon Ivey
Fannie Mae sharply increased its investment portfolio during March while the balance of Freddie Mac’s portfolio didn’t change much.
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LendingClub Offering Home Improvement Loans, Eyes Mortgages

April 28, 2026
Brandon Ivey
The loans are available through a partnership with Wisetack, a platform used by 40,000 contractors.
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Short Takes: Non-QM Performance Improves / Home Prices Level / TransUnion Projects More Mortgage Revenue / BlackRock Funds AI Escrow Agent

April 28, 2026
Brandon Ivey
The impairment rate on securitized non-qualified mortgages declined by 28 basis points on a monthly basis to 6.9% as of the end of March, according to dv01.
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Latest Imf News

  • Declining Refis Drag Down Ginnie MBS Issuance

  • Insurance Share of Mortgage Payments Rises

  • Growing Self-Employed Cohort Boosts Non-QM Market

  • Figure Taps Sierra to Boost Pull-Through Rate

More Imf News

Featured Data

  • Non-Agency Jumbo Lending Increases in Second Quarter

  • FHA, VA Production Strong Even as Refis Decline in 2Q

  • Banks See Modest Increase in MBS Holdings, Ginnie Gains

  • All Products Gained in 2Q But Agency Market Lagged

More Featured Data

Featured Reports

  • Agency Channel Analysis: 2Q26 (PDF)

  • 2026 Mortgage Market Statistical Annual (PDF)

  • Guide to Mortgage Lending to First-Time Homebuyers

  • Lender Profiles 1Q26: Top 25 (PDF)

More Latest Reports

Featured Poll

As homeowner equity continues to build, more and more lenders are launching home equity lending products. Are you thinking of joining this market?

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