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Track & grow your mortgage market share
Quantify your mortgage market share & identify high-growth areas
MtgeFi enables finance, product, marketing & sales team to execute data-driven strategies to grow revenues and expand mortgage market share.
Monitor share at the industry, market segment, business unit & individual lender level, for 1st mortgage, 2nd mortgage and home equity products.
If you are looking for a repeatable data-driven approach to grow your business.
Total Addressable Market (TAM)
Quantifies the total number of real estate loans & lines of credit originated and serviced by financial institutions within the overall US mortgage market:
Serviceable Addressable Market (SAM)
Quantifies the total number of real estate loans & lines of credit that your organization can reasonably target within the overall US mortgage market:
Current Mortgage Market Share
Compares the SOM with the actual number of settlement services and products your organization receives within the overall US mortgage market:
2,528
Nonbank lenders for 1st & 2nd mortgage & HELOCS
4,578
Bank lenders for 1st & 2nd mortgages and HELOCS
3,192
Credit union for 1st & 2nd mortgages and HELOCS
5,480
Active agency correspondent sellers
1,861
Active GSE agency seller/servicers
Frequently Asked Questions
What is the sources of this data?
The data is collated and standardized from multiple reputable industry and government sources, with all relevant citations included.
Is this an original financial forecast?
No, this information is provided as a baseline for building out revenue and expense forecasts.
Can we purchase a one-time
Yes, upgrades made within two months of initial purchase qualify for subscriptions pricing.
Can we upgrade to a subscription?
Yes, annual subscriptions can be purchased, with scheduled product deliveries monthly.
Can we get sample of a top mortgage originators report?
Yes, we provide limited samples of historic data for review.
How often is the total addressable market data available?
Originations and servicing data is available monthly; ready for delivery on the seventh day after month end.
What are the payment options?
We support credit card and ACH payment methods.
Take the next step to grow your business
Find out how to monitor your market share and forecast revenue growth
“Invaluable insight into mortgage volumes and market dynamics…”
We evaluate a lot of mortgage technology and services businesses. This allows us to quickly run customer- level models to decide if and how we should proceed.
— Partner, Private Equity
“We can plan for monthly lender performance calls…”
Before we start the monthly call we know the upside opportunity and downside risk associated with performance. We can request pipeline in areas we know we can perform; it’s a win-win.
— SVP Operations, Title & Valuations
“We know what unit volume commitments we should ask for…”
When on-boarding new lenders we are asked to implement one-off processes on promises of volume. This knowledge allows us to secure a volume ramp based on hitting agreed milestones.
— EVP Sales, Large National AMC
“We track progress on appraisal (modernization) initiatives…”
We report monthly on these new waiver and hybrid programs to our production executives. We want to offer our LOs and borrowers the most innovative and cost effective choices we can.
— Collateral Policy, Top 20 Lender
“The top lender rankings have completely changed in 2023…”
This takes the guesswork out of sales. We know which lenders to target, and can see who is gaining or losing originations volume – big lenders have dropped significantly in the rankings.
— CEO, Mortgage Data & Analytics
“We are scrutinizing every marketing dollar we spend..”
We use the insights to update the originations market segmentation every month – we use it to evaluate content, conferences, and advertising – we invest where we can forecast a realistic ROI.
— CMO, Mortgage Settlement Software