• 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

Do You Have a Diligence Partner You Can Rely On?

As the third-party review ecosystem sees continued turmoil and resource constraints, it is imperative that you have a dependable third-party review partner to ensure that transactions are analyzed and properly vetted by mortgage lending and servicing experts in time to…

When is the Right Time for a Bulk MSR Sale?

This year has drastically changed the retention strategy for many MSR originators, and many now have the largest value of MSRs on their balance sheet that they have seen in recent memory. As the MSR asset continues to grow, it…

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…