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Daily, weekly and monthly insights into mortgage activity
Mortgage trends, performance & data
Put your go-to-market plans into action today
Enabling your marketing and sales teams to identify, strategize and intelligently engage mortgage lenders & vendors
New housing finance forecast & budgeting model for 2024-2025 mortgage originations
Quarterly updates of agency, bank and credit union portfolio first-lien,
closed-end, 1-4 single family originations. Tracked against Fannie Mae
and MBA housing finance forecast and reconciled to HMDA.
Aligns forecasts with lender-level agency, bank & credit union loan volumes – all reconciled to HMDA
Allows finance to produce reliable forecasts & budgets, and validate assumptions quarterly. Equips marketing and sales with the knowledge to engage the market segments and individual lenders to grow your business
01
Housing Finance
Forecasts
Track key economic and housing indicators driving mortgage finance, including historic results and forward projections
02
Seller and Servicer
Performance
Actual monthly, quarterly and annual unit volumes by market, segment, and individual lender
03
Market Share
Analysis & Forecasts
Provides detailed market share data and projections for vendors by market, segment and individual lenders
04
Target & Serviceable Market Definition
Definition of total addressable, serviceable, obtainable and minimum viable markets, by product line
05
Mortgage Company & Contact Taxonomy
Automatic categorization of company type and contacts by job level & role using standardized taxonomy
06
Custom Industry
Research
Bespoke research for investors, vendors and lenders on opportunities in the mortgage industry.
07
Mortgage Seller and Servicer Profiles
Provides background and performance data for vendors on the lenders in different mortgage categories
08
Technology & Service Provider Profiles
Provides background and performance data for investors and lenders on the vendors in different mortgage categories
09
Salesforce Package Implementation
Standard package of fields, page layouts, reports and dashboards for industry , market share and performance data fields