Why PHOENIX?

  • 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

June 2020 PHOENIX Market Snapshot

The PHOENIX Analytics team would like to share our June 2020 monthly snapshot. In this report, PHOENIX reviews key economic and housing indicators, interest rates, prepayment speed trends, and delinquency trends. 

May 2020 PHOENIX Market Snapshot

The PHOENIX Analytics team would like to share our May 2020 monthly snapshot. In this report, PHOENIX reviews key economic and housing indicators, interest rates, prepayment speed trends, and delinquency trends. 

Whole Loan Trading: What’s the Latest?

The Mortgage Bankers Association on Thursday, June 4th, hosted a discussion PHOENIX’s Brian Cerise and industry experts joined to discuss market intelligence and practical observations to help you better navigate trades and manage your Whole Loan portfolio. This discussion is…