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 $2 trillion of MSRs and more than $4.5 billion of Whole Loans. The PHOENIX Analytics desk, boasting an active client base of over 250 firms, including large depositories, private investment funds, REITs, IMBs, community banks, and credit unions, further solidifies our industry standing. In 2023, Analytics valued over $62 trillion in servicing rights, covering 80% of the top 25 banks and mortgage servicers through meticulous evaluation of over 2,600individual mark-to-markets.


Active Clients


Of The Top 25 Mortgage Servicers


MSR Valued in 2023


in Whole Loans Valued in 2023

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.