Trading Services
PHOENIX is the premier MSR and Whole Loan advisor, offering best-in-class trading & transaction management services to ensure clients achieve optimal results across all deal structures.
Transaction Management
NDA
Data Preparation
Offering and Marketing Process
Bid Date and Bid Analysis
Post LOI
Post PSA
Our Track Record
By applying our cumulative, specialized knowledge and comprehensive transaction management tailored to their specific needs, PHOENIX clients consistently enjoy optimal price and near certainty of closing their MSR & Whole Loan transactions. PHOENIX strives to be a long-term partner with every client, and our success and loyalty is demonstrated in our statistics below:
MSR Trading
- $ 2 T+ In MSRs Successfully Traded Since 2013
- 98 % Success Rate of Transactions Taken to Market
Whole Loan Trading
- 165 Whole Loan Trading Clients
-
93 %Success Rate Post LOI
Your Trusted Advisors
The PHOENIX Trading team provides industry-leading expertise in MSR and Whole Loan transaction strategy and execution. The seasoned executive team averages more than 20 years of experience in the MSR and Whole Loan markets. One of PHOENIX Trading’s distinguishing traits is its Transaction Management Division (TMD), a team of experienced deal managers and analysts with diverse skill sets, all focused on ensuring a seamless and optimal trading experience for our clients and providing the most comprehensive service in the industry.