"What we’re looking for is greater insight into what actions they may take," said Peter Federico, president, CEO and chief investment officer of AGNC Investment.

An affiliate of Ellington Management Group is offering its first non-agency MBS with GSE-eligible mortgages.

GSE purchase-mortgage business with private MI declined at about half the rate of the decline seen in FHA purchase-mortgage business in the fourth quarter of 2025.

The MBA pushed back on various concerns raised by CHLA regarding a proposal to allow single-file credit pulls for certain GSE mortgages.

Conforming jumbo business at the GSEs fell 14.4% on an annual basis to $31.85 billion in 2025.

The Mortgage Bankers Association, America’s Credit Unions and the Independent Community Bankers of America asked for three specific policy changes to address housing affordability.

The executive order would prevent federal agencies and the government-sponsored enterprises from facilitating the acquisition of a single-family home by a large institutional investor.

Mortgage rates declined slightly in the government-insured market after the Trump administration directed Fannie Mae and Freddie Mac to purchase a combined $200 billion in agency mortgage-backed securities.

The last time a single company held more than $1.0 trillion of agency servicing was 2019, near the end of the reign of Wells Fargo atop the servicing market.

It remains unclear what types of MBS the GSEs are planning to buy and the span of the planned purchases, among other factors.