SIC 6162 | NAICS 522292
The following guide to industry analysis, trends, and statistics provides sources for industry news and information, market research reports, financial ratios, salary surveys, and more.
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For guides to other industries, see our index.
Industry Analysis, Trends, Statistics, and Forecasts
Comprehensive market research reports provide in-depth industry analysis and five-year forecasts, with special focus on the underlying structure and external forces and relationships that affect industries and their performance. Report contents include:
Information resources available from this organization include:
Forecasts and Commentary
Commercial/Multifamily Quarterly Data Book
First Research profiles provide analysis, statistics, and forecasts for a wide range of industries, with content sections including industry overview, recent developments, issues and challenges, business trends and opportunities, leading companies, executive insights, financial benchmarking information, and 5-year revenue growth forecast. Profiles are updated monthly; sample report is available online.
Inside Mortgage Finance Publications
Publications available from this organization include:
Newsletters / Reports
Mintel Group Ltd.
Mortgages and HELOCs - US
Market research report provides in-depth analysis of the market for mortgage loans and home equity lines of credit (HELOCs), with topics covered in the report including changing demographics that are driving the market, marketing strategies employed by major brands (Wells Fargo, JPMorgan Chase, Bank of America, and Quicken Loans), and key features considered in choosing a mortgage lender.
Financial Ratios and Benchmarking Data
https://www.bizminer.com 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.
Mortgage Bankers Performance Reports
Quarterly and annual performance reports provide detailed data on revenue and expenses associated with originating 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, ratios, and net income summary by company type and asset size. Sample quarterly report is available online.
Financial information section of this profile provides income statements, balance sheets, and financial ratios by company size based on annual revenue for companies that produce, underwrite, and service mortgage loans and may also create and trade mortgage-backed securities, with major players in this finance sector including units of Bank of America, JPMorgan Chase, Wells Fargo, and Quicken Loans.
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Compensation and Salary Surveys
MBA / McLagan Partners, Inc.
Single-Family Residential / Commercial/Multifamily Compensation Surveys
https://www.mba.org/single-family / multifamily / https://mclagan.aon.com/
Annual compensation surveys provide base salary, bonus, commission, long-term incentive, and total compensation data for residential and commercial mortgage banking personnel, with data for specific job positions broken out by firm revenue size, loan production size, servicing portfolio size, number of employees, and geographic region. Detailed description of the survey is available at the McLagan site.
Free online service provides salary, bonus, and hourly wage data for job positions in this sector such as operations manager, loan officer, loan underwriter, loan closer, and loan processor, with firms for which salary or hourly wage data is provided including Bank of America Corp., J.P. Morgan Chase & Co., PNC Financial Services Group, Inc., Quicken Loans, Inc., U.S. Bank NA, and Wells Fargo & Co.
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Business Valuation Resources