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Home » Authors » John Bancroft

Articles by John Bancroft

Government Lending Loses More Ground to PMI but VA Stays Ahead of FHA

August 24, 2020
John Bancroft

For the third consecutive quarter, VA production exceeded FHA activity – and the margin widened significantly...


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Government Lending Loses More Ground to PMI in 2Q20

August 21, 2020
John Bancroft
Freedom Mortgage remained the top FHA lender at the midway point in 2020 as several of its competitors pulled back from the market. The nonbank extended its lead in the VA sector. (Includes three data charts.)
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As Fed Slows MBS Purchases, Depositories Fill the Void

August 21, 2020
John Bancroft

Most of the gain was in agency mortgage securities, which rose $82.6 billion to $2.148 trillion...


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Banks Add MBS in 2Q20 as Central Bank Purchases Slow

August 20, 2020
John Bancroft
Banks and thrifts purchased a significant share of the net growth in agency MBS outstanding during the second quarter as Federal Reserve buying slowed. (Includes two data charts.)
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Retail Lending Soars in 2Q20 While Correspondent Totters

August 20, 2020
John Bancroft
Heavy refinance lending pushed the retail share of second-quarter originations to a record 65.7%. Much of the decline in correspondent came from a handful of key players. (Includes six data charts.)
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Throttled by the Pandemic: CLO and CDO Issuance

August 20, 2020
John Bancroft

Production of deals backed by commercial real estate loans fell 27.9% in the second quarter...


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Retail Lending Soars in 2Q20 While Correspondent Wanes...

August 20, 2020
John Bancroft

In a nutshell, retail lenders gorged on refis: Roughly 62.8% of refi loans securitized by Fannie Mae, Freddie Mac and Ginnie Mae during the second quarter came through the channel...


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Big Profit Gains for Nonbanks in 2Q20 (Even without Rocket)

August 19, 2020
John Bancroft

Gain-on-sale margins went through the roof in the second quarter for all involved...


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Retail Dominates in 2Q20 Agency Refi Surge

August 18, 2020
John Bancroft

Retail-originated refi production was particularly strong at the GSEs, climbing 160.5% from the first to the second quarter. By contrast, deliveries of retail refi loans rose 30.5% at Ginnie Mae, where total MBS issuance increased more modestly...


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July Brings An All-Time Record for GSE MBS Issuance

August 17, 2020
John Bancroft
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