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Gain valuable insights into the high-level trends in the reverse mortgage industry and be better able to anticipate emerging opportunities.You can browse all our newsletters here in order of publish date or:

November 20, 2024

HECM Originators – Sep 2024

HECM endorsements fell -2.4% to 2,147 loans in September, with Retail/direct growing 1.5% but Wholesale/broker more than offsetting that with a drop of -7.9%.

HECM case numbers issued were a bit rosier, rising 0.5% to 3,703, but under the surface the gains were entirely in the very rate dependent refinance segment. Given the strong bounce higher […]

November 1, 2024

HECM Lenders – Oct 2024

HECM endorsements jumped 11.1% to 2,392 loans in October, breaking out of what had been a very tight recent range of volume for the industry. This was undoubtedly helped by lower 10 year CMT rates ahead of last month’s first Fed Funds rate cut in over four and a half year. Unfortunately, this key rate […]

October 22, 2024

HECM Originators – Aug 2024

HECM endorsements fell -3.2% to 2,199 loans in August, with Wholesale/broker giving back -6.6% and Retail/direct easing just -0.6%.

The top 10 lenders showed better, collectively rising 0.6% as 4 of the 10 managed gains on the month:

  • FAR rose 12.1% to 566 loans
  • Guild added 10.2% to finish with 65 loans
  • Mutual kept the race for #1 tight, […]

October 2, 2024

HECM Lenders – Sep 2024

HECM endorsements dropped -2.1% to 2,153 loans in September, continuing a tight range of volume for the industry we’ve seen since June. There have only been 2 months since November outside the 2,105-2,274 level, but we are starting to see further evidence of case number issuance responding positively to the recent decline in interest rates.

  • Total […]

September 17, 2024

HECM Originators – July 2024

July HECM endorsements rose 8% to 2,271 loans, with Wholesale/broker pushing 26.9% higher while Retail/direct dropped -2.6%. The back and forth nature of recent monthly volumes can sometimes lead to this kind of disparity, but this is the widest gap between the channels we’ve seen in a year. Given the significant declines in expected rates […]

September 3, 2024

HECM Lenders – August 2024

August HECM endorsements dropped -3.3% to 2,200 loans, furthering the back and forth we’ve seen with these volumes throughout the summer. The good news is that case number issuance responded positively to the decline in interest rates in July, rising 16.9% to 3,438.

  • Equity takeout gained 14.5% to 2,840
  • Purchase jumped 50.3% to 215 cases
  • Refi increased 20.8% […]

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