• Client-tailored strategic advice & innovative solutions
  • Unparalleled depth & breadth of expertise
  • Established record of superior performance
  • Continuous high-touch service & reliable execution
  • Only significant independent, employee-owned advisor
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Our Statistics

PHOENIX is the premier advisory firm for Trading, Mortgage Services and Analytics. Diverse business lines offer high-touch trading advisory and valuations/analytics for mortgage servicing rights and whole loans, in addition to mortgage servicing oversight/QC and loan-level due diligence.

  • $ 0 T+ in MSRs successfully traded since 2013
  • 0 + clients nationwide
  • 0  of 20 top banks and servicers received MSR valuations
  • 0 K+ REO dispositions since 2000

Experience the PHOENIX Difference

Our ongoing quest to provide unmatched trading, mortgage services and analytics to the mortgage industry fuels our culture of customer service, market observation and excellence of execution.

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News & Events

Stay up-to-date with the latest new from Phoenix

Are You Ready for the Upcoming Tax Season?

PHOENIX provides Property Tax solutions to assist mortgage service clients in order to reduce risk by monitoring portfolios for liens and curing delinquencies while keeping taxes paid current throughout the mortgage life cycle. For advice on how to ensure the…

HOA Delinquency Check! Reduce Repurchase Risks!

The number of properties with associations is constantly increasing with more than 350,000 homeowner associations across the US. Are you managing your risk throughout the mortgage life cycle? PHOENIX provides HOA solutions to assist mortgage service clients with properties within…

October 2019 PHOENIX Market Snapshot

The PHOENIX Analytics team would like to share our October 2019 monthly snapshot. In this report, PHOENIX reviews key economic and housing indicators, interest rates, prepayment speed trends, and delinquency trends. Click the link below to read the report!