• 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

Daily Primary Borrower Par Mortgage Rates

The PHOENIX Analytics group publishes daily primary borrower par mortgage rates for its clients and industry participants. If you would like to be added to our daily par rate distribution list, subscribe by submitting your name and email below. Feel…

Whole Loan Risk Management With Sensitivity Analysis

Over the past month, there have been significant changes in the mortgage market, leaving future industry changes unclear. Loan portfolios are subject to a variety of risks, most notably interest rate risk and credit risk. To help measure and manage…

Introducing the Advance Forecasting Module Webinar

On April 30th, PHOENIX’s William McPartlon, Stephen Rudner, Stephen Fleming, and Jerry McCoy introduced our Advance Forecasting Module, a new tool engineered to assist servicers and investors in this COVID-19 market. During this webinar, PHOENIX presented how the Advance Forecasting…