Short Takes: AD Mortgage Issues Its Largest Non-QM MBS Ever / Rocket, Compass Announce New Partnership / DQs Decline to Start 2026 / NewDay USA Brings On Former FHA Commissioner March 2, 2026 James Dohnert AD Mortgage issued its largest-ever securitization last week.Read More
Ginnie Working on Changes to Acknowledgment Agreements February 27, 2026 Emmeline Willey Gormley said Ginnie Mae is working with the Mortgage Bankers Association and the Housing Policy Council on the effort.Read More
Figure Looking to Take Market Share From the GSEs February 27, 2026 Brandon Ivey Michael Tannenbaum, CEO of Figure Technology Solutions, said some lenders are on the verge of shifting some of their mortgage business from the GSEs to FTS.Read More
Short Takes: Senate Close to Vote on Housing Bill / Originations Rising at Rocket / Few Concerns About Banks / Meeting With Pulte Next Week February 27, 2026 Brandon Ivey The Senate is poised to vote on legislation aimed at addressing housing affordability.Read More
Bank Servicing for Others Declines to Level Seen in 2006 February 26, 2026 Brandon Ivey Banks had $2.82 trillion of servicing for others at the end of 2025, down 0.6% from the end of September.Read More
Short Takes: Delinquencies Decline / Affordability Measure Declines for First Time in 7 Months / Fairway to Launch Insurance Agency / Income Rises at Cherry Hill February 26, 2026 Brandon Ivey The total delinquency rate declined by 3 basis points on a monthly basis to 3.65% as of the end of January, according to Intercontinental Exchange.Read More
GSE MBS Purchases Cloud Outlook for Conservatorship February 25, 2026 James Dohnert Experts speaking at SFVegas this week think the White House's interest in removing the GSEs from conservatorship could be dwindling.Read More
Income Stable at Angel Oak’s REIT in Fourth Quarter February 25, 2026 Brandon Ivey Angel Oak Mortgage REIT generated $11.3 million of net income in the fourth quarter of 2025.Read More
Bank Holdings of Residential MBS Seesaw Down in 4Q February 24, 2026 John Bancroft Over the past two years, there have been four quarterly declines and four increases in bank holdings of residential MBS.Read More
Strong Demand for GSE-Eligible Loans in Non-Agency MBS February 24, 2026 James Dohnert Agency-eligible loans are frequently being delivered to non-agency MBS instead of the GSEs.Read More