Phoenix Capital Family of Companies: Mortgage Servicing Rights Specialists

Experts in valuing, advising, closing and providing operational support for all types of mortgage asset transactions.

The Comparative Analysis Division provides current and prospective clients with a Best Execution Analysis between various flow, co-issue, Direct Trade, Assignment of Trade, mandatory and best efforts sales methodologies with a multitude of investors. This product is customized to include the seller's current execution and other delivery execution options that are available in the market. This analysis can include a service released execution that can be compared to an internal capitalization of the MSR asset and securitization of the loan to the Agencies. The Best Execution Analysis product provides the client with loan level detail on each execution alternative.

The Best Execution Analysis reporting tool drills down to include consideration for maximum use of  a lender’s warehouse line and models alternative funding methods, takes into account loan delivery cycle times, and allows a lender to ascertain future areas for improvement. Specific reporting can be produced that ties out to the end investors purchase advice which can compliment existing loan level accounting processes. The end product provides the client's Executive Management Team with a robust report identifying each component of execution and the key drivers of each component variation.

With the use of the Best Execution Analysis product, Phoenix Capital has consistently been able to improve upon execution paths and help clients transition into new, more profitable execution strategies. In today’s mortgage marketplace, change is an ongoing process which can significantly impact a Mortgage Bank’s income stream. Mortgage Bank’s have relied on the team at Phoenix Capital, Inc., to provide these consulting services , and outline a strategy for future milestones to be achieved.