• 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

Whole Loan Valuations in Turbulent Markets

COVID-19, related government responses, and market dynamics have caused major disruptions to all markets, including residential credit and whole loans. In the last 10 days alone, originators have paused production of non-QM loans, home flippers such as Zillow and Opendoor…

MSR Liquidity Concerns in the Face of Coronavirus Webinar

PHOENIX’s Brett Schaffer, Dean DeMeritte, Jeffrey Boyd, Stephen Fleming, and Stephen Rudner, along with Mortgage Bankers Association hosted a webinar on March 31st, providing a straightforward assessment on the state of the market, the projected impact of CV forbearance on values as the…

February 2020 PHOENIX Market Snapshot

The PHOENIX Analytics team would like to share our January 2020 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!