https://www.insidemortgagefinance.com/rss en-us jbancroft@imfpubs.com Annaly Capital Management slipped to second in REIT agency MBS investors as it diversifies into MSR and non-agency. AGNC Investment rose to the top, focused almost exclusively on agency MBS. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237692 Thu, 11 Jun 2026 17:08:00 -0400 https://www.insidemortgagefinance.com/articles/237692-reits-boost-mbs-holdings-agnc-rises-to-top-ranking jbancroft@imfpubs.com Analysts at Bank of America Global Research suggest that proposed changes to regulatory capital requirements could spur more bank CLO investment. (Includes one data table.) http://www.insidemortgagefinance.com/articles/237710 Thu, 11 Jun 2026 17:06:00 -0400 https://www.insidemortgagefinance.com/articles/237710-bank-clo-holdings-drop-slightly-in-early-2026 bivey@imfpubs.com Originations of jumbo mortgages increased by 50% on an annual basis in the first quarter of 2026. The bulk of the volume is in non-agency jumbos, with the conforming jumbo sector also holding up. (Includes three data tables.) http://www.insidemortgagefinance.com/articles/237696 Thu, 11 Jun 2026 12:09:00 -0400 https://www.insidemortgagefinance.com/articles/237696-jumbo-production-market-share-on-the-rise bivey@imfpubs.com Rocket Mortgage and Cenlar remained the largest subservicers as of the end of March, though LoanCare and ServiceMac gained some ground. (Includes one data table.) http://www.insidemortgagefinance.com/articles/237699 Thu, 11 Jun 2026 12:05:00 -0400 https://www.insidemortgagefinance.com/articles/237699-loancare-servicemac-gain-subservicing-share-in-1q ewilley@imfpubs.com After a boomlet in April, Ginnie issuance declined a bit in May. Refi volume declined, while issuance involving purchase mortgages ticked up thanks to spring homebuying. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237668 Fri, 05 Jun 2026 15:08:00 -0400 https://www.insidemortgagefinance.com/articles/237668-ginnie-issuance-down-in-may-as-refis-slump azimmardi@imfpubs.com Originations of non-agency jumbo mortgages declined by 18.2% on a quarterly basis in the first quarter of 2026. (Includes one data table.) (Includes one data table.) ]]> http://www.insidemortgagefinance.com/articles/237665 Fri, 05 Jun 2026 13:08:00 -0400 https://www.insidemortgagefinance.com/articles/237665-non-agency-jumbo-lending-drops-in-first-quarter azimmardi@imfpubs.com A group of 30 major servicers handled an estimated $1.44 trillion of jumbo mortgages at the end of March, a 1.0% increase on a quarterly basis. (Includes one data table.) http://www.insidemortgagefinance.com/articles/237671 Fri, 05 Jun 2026 13:03:00 -0400 https://www.insidemortgagefinance.com/articles/237671-jumbo-servicing-volume-continues-to-grow-in-1q jbancroft@imfpubs.com Agency purchase-mortgage volume was up modestly in May, while refinance activity, especially rate-term transactions, slowed dramatically. Total agency business may see another decline in June. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237632 Thu, 04 Jun 2026 18:08:00 -0400 https://www.insidemortgagefinance.com/articles/237632-agency-1-family-mbs-down-in-may-as-refinance-falters bivey@imfpubs.com Officials at Pennymac note that the correspondent channel has been losing some share to the GSEs. (Includes six data tables.) http://www.insidemortgagefinance.com/articles/237635 Thu, 04 Jun 2026 12:09:00 -0400 https://www.insidemortgagefinance.com/articles/237635-correspondent-share-slips-in-first-quarter-of-2026 jbancroft@imfpubs.com Bank ABS holdings rose in the first quarter thanks to sizable gains in securities backed by consumer and auto loans. TD Bank accounted for much of the increase. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237563 Thu, 28 May 2026 16:10:00 -0400 https://www.insidemortgagefinance.com/articles/237563-bank-holdings-of-consumer-abs-trend-higher-in-1q26 bivey@imfpubs.com Conventional-conforming mortgages accounted for 54.3% of originations in the first quarter of 2026. Rocket Mortgage was the top producer of the loans in the quarter. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237571 Thu, 28 May 2026 12:00:00 -0400 https://www.insidemortgagefinance.com/articles/237571-conventional-conforming-share-of-lending-up-in-1q bivey@imfpubs.com Overall, FHA and VA lending declined by 8.3% on a quarterly basis in the first quarter of 2026. FHA refi volume was up, helped by loans to existing FHA borrowers. (Includes three data tables.) http://www.insidemortgagefinance.com/articles/237552 Fri, 22 May 2026 15:00:12 -0400 https://www.insidemortgagefinance.com/articles/237552-fha-refis-sole-bright-spot-in-1q-originations azimmardi@imfpubs.com Adjustable-rate mortgages accounted for 38.2% of first-lien holdings at banks and thrifts at the end of March, down from 42.6% at the end of December. (Includes data table.) http://www.insidemortgagefinance.com/articles/237547 Fri, 22 May 2026 13:18:44 -0400 https://www.insidemortgagefinance.com/articles/237547-banks-reduce-mortgage-holdings-in-first-quarter azimmardi@imfpubs.com Among the top-five servicers handling non-agency mortgage-backed securities, JPMorgan Chase was the only servicer to see a drop in volume in the first quarter. (Includes data table.) http://www.insidemortgagefinance.com/articles/237528 Fri, 22 May 2026 13:10:49 -0400 https://www.insidemortgagefinance.com/articles/237528-chase-lags-on-non-agency-mbs-servicing jbancroft@imfpubs.com Some large banks repositioned their portfolios to favor Ginnie pass-throughs during the first quarter of 2026, and several regional banks closed mergers that grew their MBS holdings. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237516 Thu, 21 May 2026 16:42:29 -0400 https://www.insidemortgagefinance.com/articles/237516-bank-mbs-holdings-rise-in-1q26-investors-like-gnma bivey@imfpubs.com The refi share of originations hit 46.7% in the first quarter, thanks to low interest rates in January and February. Purchase-mortgage volume was up 3.7% compared to the first quarter of 2025. (Includes four data tables.) http://www.insidemortgagefinance.com/articles/237531 Thu, 21 May 2026 11:55:12 -0400 https://www.insidemortgagefinance.com/articles/237531-refi-share-of-originations-nears-50-in-1q jbancroft@imfpubs.com Most of the overall increase in nonbank mortgage-banking income in the first quarter of 2026 came from Rithm Capital, which saw a big improvement on the servicing side. (Includes data table.) http://www.insidemortgagefinance.com/articles/237463 Fri, 15 May 2026 14:10:03 -0400 https://www.insidemortgagefinance.com/articles/237463-nonbanks-see-rebound-in-mortgage-banking-income nbhatia@imfpubs.com Single-family MBS issuance by Fannie Mae and Freddie Mac increased by 8.5% from March to April. Lenders boosted their deliveries without compromising on underwriting standards for purchase mortgages. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237470 Fri, 15 May 2026 12:10:11 -0400 https://www.insidemortgagefinance.com/articles/237470-gse-deliveries-increase-in-april-credit-box-tightens jbancroft@imfpubs.com Issuance of non-agency CMBS was up 13% from the fourth quarter to $41 billion, including big gains in retail, office and multifamily. But agency multifamily MBS production fell 22%. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237443 Thu, 14 May 2026 15:00:05 -0400 https://www.insidemortgagefinance.com/articles/237443-cmbs-issuance-stumbles-in-1q26-as-agency-multi-sags jbancroft@imfpubs.com A boost in primary MI for refinance loans helped offset an across-the-board downturn in new coverage for purchase loans. Private MI earnings look to be on cruise control. (Includes four data tables.) http://www.insidemortgagefinance.com/articles/237449 Thu, 14 May 2026 12:07:03 -0400 https://www.insidemortgagefinance.com/articles/237449-primary-mi-volume-down-in-1q26-govt-share-edges-up ewilley@imfpubs.com Issuance of loans to Ginnie Mae mortgage-backed securities hit a four-year peak in April, marked by strong refinance volume and rising activity involving loan modifications. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237407 Fri, 08 May 2026 16:08:31 -0400 https://www.insidemortgagefinance.com/articles/237407-ginnie-issuance-up-across-the-board-in-april azimmardi@imfpubs.com Issuance of prime non-agency mortgage-backed securities increased by 17.0% on a quarterly basis in the first quarter of 2026. (Includes three data tables.) http://www.insidemortgagefinance.com/articles/237411 Fri, 08 May 2026 13:15:47 -0400 https://www.insidemortgagefinance.com/articles/237411-prime-non-agency-mbs-up-with-gse-eligible-loans-refis azimmardi@imfpubs.com Correspondent sales of jumbo mortgages increased by 39.7% on an annual basis in 2025. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237408 Fri, 08 May 2026 13:10:50 -0400 https://www.insidemortgagefinance.com/articles/237408-big-shifts-among-jumbo-correspondent-sellers-in-2025 jbancroft@imfpubs.com Rocket Mortgage was the top seller-issuer in April thanks to a 24% jump in monthly volume, while UWM slipped to second place. Newrez, Chase and Onity all posted big gains from March. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237385 Thu, 07 May 2026 17:30:00 -0400 https://www.insidemortgagefinance.com/articles/237385-agency-1-fam-mbs-issuance-hits-four-year-high-in-april bivey@imfpubs.com As a group, the five largest firms in terms of owned servicing lost market share during the first quarter of 2026. Much of the decline was due to Rocket Mortgage, the largest servicer in the industry. (Includes three data tables.) http://www.insidemortgagefinance.com/articles/237402 Thu, 07 May 2026 12:08:17 -0400 https://www.insidemortgagefinance.com/articles/237402-largest-servicers-lose-some-market-share-in-1q dhollier@imfpubs.com Fannie Mae’s net interest income has barely changed over the past 13 quarters, while Freddie Mac’s has increased slightly in all but one of those quarters. (Includes data table.) http://www.insidemortgagefinance.com/articles/237360 Fri, 01 May 2026 16:30:02 -0400 https://www.insidemortgagefinance.com/articles/237360-are-fannie-and-freddie-on-different-trajectories jbancroft@imfpubs.com While new production volume was generally sluggish in the first quarter of this year, several banks reported higher gain-on-sale margins and better MSR hedging results. (Includes data table.) http://www.insidemortgagefinance.com/articles/237333 Fri, 01 May 2026 13:59:09 -0400 https://www.insidemortgagefinance.com/articles/237333-banks-report-slight-drop-in-mortgage-banking-income amalatinszky@imfpubs.com Deliveries of retail mortgages to the agencies were boosted by an increase in refinances in the wake of lower mortgage rates in the first quarter of 2026. (Includes two data tables.) http://www.insidemortgagefinance.com/articles/237361 Fri, 01 May 2026 13:55:12 -0400 https://www.insidemortgagefinance.com/articles/237361-retail-lenders-boosted-by-rising-refis bivey@imfpubs.com Glass half full: Originations surged on an annual basis in the first quarter. Glass half empty: Lending declined on a quarterly basis as interest rates jumped in March. http://www.insidemortgagefinance.com/articles/237324 Thu, 30 Apr 2026 12:10:35 -0400 https://www.insidemortgagefinance.com/articles/237324-mixed-trends-for-mortgage-originations-in-1q ewilley@imfpubs.com Some of the largest servicers of loans in Ginnie Mae mortgage-backed securities saw portfolios shrink in the first quarter, according to a new ranking and analysis by Inside FHA/VA Lending. (Includes four data tables.) Inside FHA/VA Lending. (Includes four data tables.)]]> http://www.insidemortgagefinance.com/articles/237296 Fri, 24 Apr 2026 16:38:39 -0400 https://www.insidemortgagefinance.com/articles/237296-mixed-trends-for-largest-ginnie-servicers-in-1q