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Mortgage Banking

SIC 6162 | NAICS 522292

The following guide to industry information, research, and analysis provides sources for industry trends and statistics, financial ratios, salary surveys, and more.

Select from the following sections or scroll below to view available resources:

Industry Analysis, Statistics, Trends, and Forecasts

Financial Information and Financial Ratios

Compensation and Salary Surveys

Business Valuation Resources

For guides to other industries, see our index of over 400 industries.

Industry Analysis, Statistics, Trends, and Forecasts

Real Estate Loans and Collateralized Debt  (view report)

Comprehensive research reports provide in-depth industry analysis and five-year growth forecasts, with special focus on the underlying structure and external forces and relationships that affect industries and their performance. Report contents include:

  • Key statistics
  • Market size and characteristics
  • Current performance
  • Competitive landscape
  • Major companies
  • Key risk and success factors
  • Five-year growth forecast

Information resources available from this organization include:

Forecasts and Commentary
Forecasts and commentary section includes a monthly commentary on the current economic climate and how conditions and trends affect the real estate finance markets, and a monthly residential real estate finance forecast which includes key indicators such as housing starts, home sales, price index changes, median home prices, interest rates, and loan originations. Current and prior reports can be viewed free online.

Commercial/Multifamily Quarterly Data Book
Quarterly publication analyzes trends and conditions in the commercial real estate finance market with topics covered including market outlook, finance environment, production, servicing, and real estate debt securities outstanding. Current and prior quarterly issues are available online.

First Research

Mortgage Banking
First Research profiles cover key aspects of an industry's size, scope, and operations, and include a five-year revenue growth forecast. Profiles are updated quarterly and include:
  • Industry overview
  • Recent developments
  • Critical issues and challenges
  • Business trends and opportunities
  • Executive insights
  • Financial benchmarking data
  • Five-year growth forecast

Inside Mortgage Finance Publications
Information resources available from this organization include:

Newsletters / Reports
Publisher provides comprehensive coverage of the industry via a selection of "Newsletters" which address overall industry trends and developments as well specific segments and topics and its "Reports" section which includes an extensive selection of industry data, studies, and other special reports.

Mortgage Market Statistical Annual
Annual publication provides a comprehensive selection of current and historical data for the industry, with topics covered including rates, terms, and financings; originations; servicing; government market; primary insurance; profitability data; and more. Detailed table of contents can be viewed free online.

Mintel Group Ltd.
Residential Mortgage Lending - US
Market research report provides in-depth analysis of the residential lending market, with topics covered including market size and drivers, competitive context, segment performance, marketing channels, leading companies, marketing strategies, and homeownership and mortgage trends. Detailed table of contents which includes key points from the report can be viewed free online.

Financial Benchmarking Data

Industry Financial Ratios
Mortgage Bankers  Search for "522292"
Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios, with data available by sales size range on a national, state, and metro area level.
  • Income and expense detail in dollars and percentages
  • Balance sheets in dollars and percentages
  • Cash flow analysis
  • Liquidity and working capital ratios
  • Profitability and return on investment ratios
  • Asset turnover and efficiency ratios
  • Capital structure and debt service ratios

Mortgage Bankers Performance Reports
Annual and quarterly reports provide detailed data on revenue and expenses associated with origination and servicing one- to four-unit residential mortgage loans, with data provided including loan production by company size and type; loan servicing by company type; and balance sheet, performance ratios, and net income summary by asset size and company type. Sample quarterly report is available online.

Compensation Surveys

Single-Family Residential Compensation Survey
Commercial/Multifamily Compensation Survey
Compensation surveys provide base salary, bonus, commission, long-term incentive, and total compensation data for residential and commercial mortgage banking personnel, with survey results broken out by revenue size, portfolio size, number of employees, and geographic region.

ERI Economic Research Institute
Mortgage Banking Salary Survey
Annual publication provides compensation data from ERI Assessor®, government, and survey participant databases for executive, salaried, and hourly personnel on a national and regional level. Complete listing of job positions included in the survey and sample pages for selected job positions are accessible online.

Business Valuation Resources