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.


Active Clients


Of The Top 25 Mortgage Servicers

$ 52T+

In UPB Valued in 2022


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

Chuhan Wang

Analyst – Analytics

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.