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

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.