As originations surge, the mortgage employment picture continues to brighten — that's good news for the rank-and-file but potentially bad news for the C-suite.

When nonbanks thrive, their financiers thrive as well. In 3Q20, warehouse commitments continued onward and upward. (Includes data chart.)

A mortgage boom for the ages? So far this year, Rocket (Quicken Loans) has outearned one GSE and is within striking distance of the other.

The share of loans in the seriously delinquent category increased during the third quarter. Loan performance was worst among FHA mortgages. (Includes data chart.)

While the share of loans in forbearance continues to decline, the borrowers who remain in relief could be more difficult to help, according to industry analysts.

The third quarter was good to the two mortgage giants, but it wasn’t completely worry-free: Serious delinquencies spiked.

It’s been a quiet year for mortgage-related M&A. (Credit the pandemic and the resulting refi boom.) Meanwhile, some ponder what a normal origination year might look like.

A barn-burner origination quarter for the megabanks? JPM staged a nice comeback during the July-September cycle but Bank of America lagged.

There’s plenty of evidence that housing isn’t as healthy as it appears. The most important data point is probably the increase in the rate of serious mortgage delinquencies, which reached 4.4% in the second quarter, the highest level since 2014.

Refinance demand continued to fuel surging business in the agency market, although Ginnie dropped a little further behind Fannie and Freddie. (Includes two data charts.)