Some $12.26 million of mortgages originated using VantageScore were included in GSE MBS issued in May.

The bank originated $7.34 billion in jumbos in the first quarter, a 22.9% decline from the fourth quarter of 2025, according to a new analysis and ranking by Inside Nonconforming Markets.

Cash window acquisitions by the GSEs look to be cutting into the volume of production flowing to correspondent aggregators.

Eight of the top 10 banks reduced their portfolios on a quarterly basis.

Net income at the Federal Home Loan Banks fell from $1.36 billion in the fourth quarter of 2025 to $1.30 billion in the first quarter of 2026, according to a new Inside The GSEs ranking and analysis.

Conventional-conforming mortgages accounted for 54.3% of originations in the first quarter of 2026.

The decline included a reduction in holdings of adjustable-rate mortgages.

Closed-end second securitization was up on a quarterly basis while activity involving home equity lines of credit declined.

Overall, refinance business was down compared with the fourth quarter of 2025, though FHA refi volume increased by 6.1% due to FHA-to-FHA refi activity.

In all of 2025, refis accounted for 30.1% of originations.