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Industry Participants Have Pulte’s Ear in First Year at FHFA

February 23, 2026
Dennis Hollier
By far, the events listed most frequently in Pulte's calendar are meetings with industry leaders.
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Risks Seen in Potential Shift From Tri-Merge Process

February 23, 2026
Brandon Ivey
Using a single score or bi-merge increases the uncertainty in assessing borrower risk, with direct implications for loan pricing and underwriting decisions, according to a study by Andrew Davidson & Co.
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Refis Push Primary MI Volume Up in Fourth Quarter

February 20, 2026
John Bancroft
Private MIs and the two major government programs provided primary coverage on $74.80 billion of refinance loans, more than double the volume in the third quarter.
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GSEs’ Mortgage Holdings Increase by 26% in Fourth Quarter

February 18, 2026
Dennis Hollier
The portfolios include both MBS and mortgages, with MBS holdings at Fannie Mae and Freddie Mac up nearly 60% on a quarterly basis in the fourth quarter of 2025.
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GSEs Getting Aggressive With Cash Window Pricing

February 13, 2026
Dennis Hollier
David Spector, CEO of Pennymac Financial Services, said the firm’s correspondent aggregation platform is facing increasing competition from the GSEs’ cash window.
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Correspondent Channel Loses Share in Agency Market

February 12, 2026
Andras Malatinszky
The correspondent channel lost 194 basis points of market share in the agency MBS market in the fourth quarter of 2025.
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Leading Republican in House Takes Dim View of GSE IPO

February 12, 2026
Brandon Ivey
Rep. French Hill, R-AR, the chair of the House Financial Services Committee, was critical of initiatives by Bill Pulte, director of the Federal Housing Finance Agency.
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Freddie Profits Steady in Fourth Quarter, Down for the Year

February 12, 2026
Dennis Hollier
A $2.29 billion reversal in net interest gains and a $1.29 billion provision for losses dampened net income in 2025.
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Refi Deliveries to GSEs Level Off in January

February 11, 2026
Dennis Hollier
The refi share of GSE business saw its first monthly decline since July, slipping from 37.9% in December to 37.4% in January.
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FHFA, Ginnie to Increase Oversight of Nonbank Servicers

February 11, 2026
Brandon Ivey
The agencies agreed to implement four recommendations from the Government Accountability Office.
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