• 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

Ensuring Our Customer a $200M Sale

PHOENIX is very excited to highlight our recently completed seasoned, prime jumbo whole loan sale.  At the end of the 3rd QTR, PHOENIX was able to ensure that our client, a publicly-traded banking institution, completed a nearly $200M sale. Our…

Scratch and Dent Documents a Mess?

PHOENIX’s Loan Sale Advisory (LSA) is an ideal solution to help facilitate your upcoming loan sale. PHOENIX will assist in providing portfolio assessment, pre-sale deal preparation, marketing, in-depth transaction support and closing services. By performing detailed data and document analysis…

Over the Horizon: Finding Growth Beyond the Refi Boom

On Thursday, October 8th, PHOENIX’s Stephen Fleming and Brian Cerise, along with the MAXEX team, participated in discussing execution options in Jumbo, Non-QM, and other critical non-agency secondary markets. To access the webinar recording, please enter your name and email, and click on “Access…