MSR and Whole Loan Analytic Services
PHOENIX offers a wide variety of analytic services to our clients. Utilizing market discovery from our PHOENIX trade desk, coupled with industry recognized models and our experienced team of analysts, we offer a customized approach to MSR and whole loan analytics.
Our Track Record
PHOENIX is the premier provider of MSR and Whole Loan valuation services and presents clients with unparalleled market insight. Analytics operates side-by-side with the Trade desk, which has successfully transacted over $1.8 trillion of MSRs and more than $4 billion of Whole Loans since 2014. Over the past three years, Analytics has valued over $120 Trillion in MSRs, including 80% of the top 25 mortgage servicers. The PHOENIX Analytics desk has an active client base of over 250 firms, including large depositories, private investment funds, REITs, IMBs, community banks and credit unions. In 2022, our Analytics desk performed over 2,400 valuations on over $52 Trillion of MSR assets.
250+
Active Clients
80%
Of The Top 25 Mortgage Servicers
$ 52T+
In UPB Valued in 2022
10
Full-Time Analysts
Your Trusted Advisors
Our 10+ full-time analysts, explicitly focused on MSR and Whole Loan valuations, hold a common goal: to ensure our clients receive the most comprehensive specialized knowledge and responsive level of service in the industry. The PHOENIX approach allows the analyst to manage both data and valuation. This allows the analyst to have an in-depth understanding of each client’s unique portfolio attributes and valuation results, positioning PHOENIX to be the premier advisor.
Jeff Boyd
Executive Vice President - Analytics
Tim Hirschfield
Senior Vice President - Analytics
Ashlee Davis
Vice President - Analytics
John Kelley
Vice President - Analytics
Christian Deschene
Senior Analyst – Analytics
Khavya Chandrasekaran
Senior Analyst I – Analytics
James Blessing
Senior Analyst I – Analytics
Payton Brown
Analyst – Analytics
