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Home » Authors » Paul Muolo

Articles by Paul Muolo

Short Takes: All Eyes on Stocks and Bonds / Fear the ‘Transition’ Tax? / A Fee, Not a Tax / Applications Finally Rise / A Small Profit at AAMC Because of a Stock Markup

August 7, 2019
Paul Muolo and Yemeng Yang

New mortgage applications increased 5.3% for the week ending August 2, according new figures released by the Mortgage Bankers Association. The refi share inched up to 53.9% of new business from 50.5% the week prior.


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More Bad News from Ocwen: Subservicing Clients Disappearing, $872M in Debt Coming Due

August 7, 2019
Paul Muolo

In a new 10-Q filing with the SEC, Ocwen disclosed roughly 40 “risk factors,” including “uncertainty” tied to litigation, cease and desist orders, investigations brought by government agencies and more…


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Plenty of Million Dollar-Plus Mortgage CEOs Out There? Probably

August 7, 2019
Paul Muolo

Oftentimes, when discussing compensation, the focus is on the top earners but those interviewed by IMF said there’s plenty of middle-market CEOs and production chiefs earning at least $1 million a year.


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Short Takes: Ocwen’s Cash Position / Stocks for Under $5, Not Necessarily a Bargain / Lenders One Gets New Sales Chief / The Altisource Connection / NAR’s New Senior Policy Rep

August 6, 2019
Paul Muolo

The Lenders One co-op is controlled by industry vendor Altisource Portfolio Solutions, which is pondering a sale. Altisource is publicly traded and started out in life as part of Ocwen…


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The Red Ink Keeps Flowing at Ocwen Amid Declining Revenue and MSR Runoff

August 6, 2019
Paul Muolo

Discussing Ocwen's $89.7 million loss in 2Q19, CEO Glen Messina said, “I continue to be pleased with the results of our integration, cost re-engineering, MSR sourcing, and lending growth efforts. Despite a more challenging market and business environment to achieve MSR portfolio growth, we remain committed to strengthening the company and returning to profitability..."


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Short Takes: An All-Time Low for the 10-Year Coming Soon? / Freefalling: The DJIA / Suffering: GSE Common / Good News, Bad News (Fannie & Freddie) / Strong Results for Arch

August 5, 2019
Paul Muolo

In case you haven’t noticed, the share price of Fannie Mae and Freddie Mac common has been in a freefall since early June, down 32.4% each.


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Incenter Sets $5.3B MSR Auction with a ‘Flow’ Component

August 5, 2019
Paul Muolo

IMA says the seller wants to establish a working relationship with the buyer to subservice the mortgages.


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What We’re Hearing: FHFA Reviewing a Cap on Cash-out Refis of GSE Loans / Some Interesting Details on CSS (Money Spent) / Berkowitz Offers an Update on His GSE Investment / Ocwen’s Earnings? / LD CTO Departs

August 2, 2019
Paul Muolo

In a new report to its shareholders, Fairholme Capital Management notes the fund it manages owns a 4% position in the preferred shares of Freddie, “which currently trade at less than half of stated liquidation values, implying potential current yields of over 14% per annum.”


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Despite 2Q19 Origination Boom, Mortgage Jobs Lag

August 2, 2019
Paul Muolo

Large nonbanks the likes of UWM, Quicken and loanDepot are hiring but overall, the mortgage employment figures for June were not particularly strong...


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Freedom Mortgage Strikes Again with Another M&A Deal, Agrees to Buy Sub of OTC-Traded Firm

August 1, 2019
Paul Muolo

In 2016, J.G. Wentworth Co. was delisted from the New York Stock Exchange. At the time, its shares traded for 40 cents apiece compared a 52-week high of $10.41. 


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