Trading Services

PHOENIX is the premier MSR and Whole Loan advisor, offering best-in-class trading & transaction management services to ensure clients achieve optimal results across all deal structures.

Our Track Record

By applying our cumulative, specialized knowledge and comprehensive transaction management tailored to their specific needs, PHOENIX clients consistently enjoy optimal price and near certainty of closing their MSR & Whole Loan transactions. PHOENIX strives to be a long-term partner with every client, and our success and loyalty is demonstrated in our statistics below:

MSR Trading

  • Growth Arrow $ 2 T+ In MSRs Successfully Traded Since 2013
  • 98 % Success Rate of Transactions Taken to Market


Whole Loan Trading

  • 165 Whole Loan Trading Clients
  • Success Rate Post LOI 93 %
    Success Rate Post LOI


Your Trusted Advisors

The PHOENIX Trading team provides industry-leading expertise in MSR and Whole Loan transaction strategy and execution. The seasoned executive team averages more than 20 years of experience in the MSR and Whole Loan markets. One of PHOENIX Trading’s distinguishing traits is its Transaction Management Division (TMD), a team of experienced deal managers and analysts with diverse skill sets, all focused on ensuring a seamless and optimal trading experience for our clients and providing the most comprehensive service in the industry.

Stephen Fleming

Executive Vice President - Trading

Kelly Garland

Fund Manager - Whole Loan Trading

Brady DuPuis

Senior Vice President – Trading

Doug Mayers

Senior Vice President - Trading

Brian Cerise

Senior Vice President - Whole Loan Trading

Jason Eisendrath

Senior Vice President - Whole Loan Trading

Julie Riccatone

Senior Vice President - Whole Loan Trading & Contract Finance

Kelton Carter

Senior Vice President - Trading

Connie Miller

Senior Vice President - Trading

Garrett Jimenez

Senior Vice President - Trading

Luke Mueller

Vice President – Trading

William McPartlon

Assistant Vice President – Trading

Colby Sides

Vice President - Product & Trading

Alexandra Garland

Senior Contract Finance Associate - Whole Loan Trading

Sam Wheeland

Senior Transaction Analyst - Trading

Linh Nguyen

Senior Transaction Analyst - Trading

Kelsey Winters

Contract Finance Associate - Whole Loan Trading

Jessica Lee

Transaction Associate - Whole Loan Trading

John Zhang

Transaction Analyst - Trading

Canyu Wang

Transaction Analyst - Trading

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.