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Refi Decline Dents GSE Single-Family Business in July

August 26, 2026
Dennis Hollier
Fannie Mae and Freddie Mac issued a combined $59.84 billion of MBS in July.
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Freddie Readies Servicers for Default Reporting Updates

August 26, 2026
Dennis Hollier
Freddie offered a series of updates on its new default reporting protocol in a recent bulletin to servicers.
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Industry Groups Raise Concerns as New Condo Rules Go Into Effect

August 24, 2026
Dennis Hollier
Industry groups — including the Community Associations Institute, the Community Home Lenders of America and the National Association of Realtors — made their displeasure about the change to condo loan applications known in a recent joint letter to Federal Housing Finance Agency Director Bill Pulte.
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Short Takes: NYSE Notifies loanDepot of Noncompliance / reAlpha Closes InstaMortgage Deal / Home-Purchase Cancellations Rise / Two Harbors, CCM Merger Receives Regulatory Approval

August 24, 2026
James Dohnert
loanDepot's closing price for its stock was less than $1.00 per share over a consecutive 30 trading-day period.
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Short Takes: FHFA Still Pondering LLPA Changes / Evolve Bank Sells Medical Professional Loans / Blend Touts AI Results

August 21, 2026
Brandon Ivey
FHFA could soon revise loan level price adjustments at the GSEs.
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GSE Jumbo Activity Up in 2Q, Investment Property Volume Down

August 20, 2026
Abby Zimmardi
Securitization of conforming jumbos increased at a faster rate than total GSE business in the second quarter.
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Short Takes: Fannie Selling NPLs / Freedom Offers MSR Securitization / Purchase Applications Decline / Unemployment Driving Up Delinquencies

August 20, 2026
Brandon Ivey
The GSE is selling two pools of nonperforming loans, its first NPL offerings in more than a year.
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GSE CRT Issuance Drops in Second Quarter

August 18, 2026
Brandon Ivey
Spreads on the second-quarter issuance widened significantly compared with the prior deals issued by the GSEs.
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MGIC Tops Private MI Providers in Second Quarter

August 14, 2026
Emmeline Willey
MGIC had $17.75 billion in new insurance written in the second quarter, a 23.0% increase from the first quarter.
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Mortgage Delinquencies Let Up in 2Q, Still Above 2025 Levels

August 14, 2026
Brandon Ivey
FHA mortgages continued to show the worst performance.
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