Proven Track Record

PHOENIX boasts a record, across decades, of achieving the highest volume of successfully completed MSR trades. Whether you are a buyer or a seller, our commitment to excellence and proven track record set us apart. As experienced MSR brokers, we specialize in facilitating seamless MSR sales, offering bulk sales through strategic auctions or negotiated placements. Our expertise also extends to optimizing co-issue and PIIT (flow) sales and purchases. With dedicated representation for sellers or buyers, we ensure unparalleled service to drive success in the dynamic MSR landscape.


in UPB Traded
in 2024


in MSR Transactions
Managed since 1997

Comprehensive MSR Brokerage & Advisory Services

Strategic MSR Sales Brokerage & Advisory

  • Real-time market intelligence
  • Data backed market indicators for strength and timing of sales
  • Analytics-driven Sale selection advisory
  • New buyer development
  • Trade pricing guidance and analytics
  • Counterparty guidance
  • Retain vs. release analyses
  • Mergers and acquisitions (M&A) support
  • Warehouse lender coordination
  • Distressed or bankrupt seller support
  • Fannie Mae, Freddie Mac and Ginnie Mae support

Diverse Sales Structures

  • Bulk sales (including auctions, negotiated placements, servicing retained deals, etc.)
  • Co-issue and PIIT (flow) sale and purchase optimization
  • Seller or buyer representation
  • Excess servicing strip (ESS) considerations and brokerage

Hands-On Transaction Management

  • Data validation and preparation, Clean data = better pricing
  • Comprehensive bid and best execution analysis
  • Contract negotiation
  • Timeline management
  • Settlement and post-transfer support

PHOENIX’s Value as your MSR Broker

Leveraging Market Presence

PHOENIX holds significant leverage in extracting the best pricing and terms from buyers. We interact with buyers constantly and consistently through our flow sale advisory and bulk sale offerings and bring to them an industry-leading pipeline of acquisition opportunities. Buyers appreciate our attention to detail, our understanding and attentiveness to their current interests, our shepherding of transactions to make them smooth, and the differentiating high likelihood that when we bring an offering to market, it will trade, and the seller will be well-advised

Trade Hurdle Expertise

Choosing PHOENIX over direct transactions provides significant advantages. Our firmwide expertise and extensive historical experience uniquely position us to navigate and resolve trade hurdles effectively. From portfolio composition and pricing challenges to transaction terms, our depth of knowledge ensures a smooth and successful transaction.

Comprehensive Transaction Support

Our commitment to providing comprehensive contractual and operational transaction support sets PHOENIX apart. From data collection and scrubbing to seamless transfer, we offer support in every area, ensuring a streamlined process tailored to your specific needs.

Analytics Prowess

PHOENIX’s extensive valuation work for leading MSR owners and buyers provides us with deep and broad insights to facilitate transactions. By exploring potential future outcomes of various MSR strategies, PHOENIX empowers clients to leverage our vast technical expertise and make better decisions.

Experienced, Trusted, and Respected

From start to finish, PHOENIX’s MSR trading clients experience what it feels like to engage with the best in the business. Knowledgeable experts, and clear communicators, who are responsive and professional, supported by the industry leading transaction management and analytics team, using powerful technology to handle everything that arises.

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.