Mortgage Banking
http://www.firstresearch.com
Profiles cover key aspects of an industry's size, scope, and operations, recent news and developments,
industry trends, risks, and opportunities, and include a five-year industry forecast. Profiles are
updated quarterly and include:
Mortgage Bankers Association of America
Information resources available from this organization include:
Economic Outlook and Forecasts
http://www.mbaa.org/ResearchandForecasts/EconomicOutlookandForecasts
Economic outlook and forecast section includes a weekly summary of economic news and events that
affect interest rates and the real estate finance market; monthly commentary on the current economic
climate and how these trends and conditions affect this market; and a quarterly forecast of key
economic and market indicators. All reports are accessible free online.
Commercial/Multifamily Quarterly Data Book
http://www.mbaa.org/ResearchandForecasts/ProductsandSurveys
Comprehensive analysis of trends and conditions in the commercial/multifamily real estate finance
industry including highlights of events affecting the industry in the most recent quarter. Accessible
free online.
Outlook for the Industry Report by The Council To Shape Change
http://www.mbaa.org/ResearchandForecasts/ProductsandSurveys
Focus is on helping the mortgage banking industry to identify and prepare for the changes that
the $12 trillion real estate finance industry will likely face in the next five to 10 years.
Real Estate Loans and Credit Lines
http://www.ibisworld.com
Reports provide in-depth industry analysis and a five-year industry forecast, with special focus on
the underlying structure and external forces and relationships that affect an industry and its performance.
Report sections include:
Industry Market Research Reports
http://www.marketresearch.com
In-depth business market research reports include information on market size and market segmentation;
marketing strategy; product and market forecasts; business trends, risks, and opportunities; key participant
profiles; market share data; and more. Summary abstract and detailed table of contents for each market
research report is accessible free online.
Industry Market Analysis Reports
Mortgage Bankers
http://www.bizminer.com Select "Finance-Insurance-Real Estate - 6162"
Industry statistics include industry sales and sales trends, market size and market share by sales
class, average company sales and sales per employee, staffing and employment trends, business start
up activity and failure rates, and other business statistics on a national, state, and metropolitan
area level. Sample market analysis reports can be viewed free online.
More Industry Research and Analysis
For more business research and analysis available from Standard & Poor's, Freedonia, Euromonitor,
Dun & Bradstreet, and other sources—including key business statistics, market research and analysis,
and business trends and forecasts for a wide range of industries, see
Industry Overview, Issues, Trends, and Outlook.
Industry Financial Ratios
Mortgage Bankers
http://www.bizminer.com Select "Finance-Insurance-Real Estate - 6162"
Five-year comparative financial statement analysis includes income statements with expense detail,
balance sheets, cash flow statements, and key business and financial ratios for mortgage banking companies.
Reports are available by sales size range, and also in small business, sole proprietor, and business
start up versions. Sample reports with detailed financial ratio analysis can be viewed free online.
Mortgage Bankers Association of America
The Cost Study: Income and Cost for Origination
and Servicing of One-to-Four-Unit Residential Loans
http://www.mbaa.org/ResearchandForecasts/ProductsandSurveys
Annual study analyzes the income and expenses associated with the origination, warehousing, marketing,
and servicing of one- to four-unit residential mortgage loans. Results are presented for the average
firm, as well as for other categories based on size and ownership.
Wholesale Access
Mortgage Production Revenue and Expense Benchmarking
http://www.wholesaleaccess.com/ Select "Lender
Benchmark Studies"
Annual benchmark study of production revenues and expenses for mortgage lenders by production channel--broker,
correspondent, retail, and consumer direct--allows comparison to mean, median, and peers, and enables
users to assess how these items are affected by product mix, markets served, staffing, level of automation,
and office locations.
More Industry Financial Analysis
For more business financial information and analysis available from Integra Information, RMA Annual Financial Statement Studies, and other sources—including financial statements, financial ratios, and other key performance indicators and benchmarks for a wide range of industries, see Industry Financial Information and Financial Ratios.
Mortgage Bankers Association of America
Information resources available from this organization include:
Mortgage Banking Compensation Survey
http://www.mbaa.org/ResearchandForecasts/ProductsandSurveys
Survey provides earnings and employee benefits information for residential mortgage bankers and
other residential real estate finance positions by region, production volume, servicing portfolio,
revenue, and number of employees.
Mortgage Banking Commercial/Multifamily Compensation Survey
http://www.mbaa.org/ResearchandForecasts/ProductsandSurveys
Survey provides earnings and employee benefits information for commercial mortgage bankers and
other commercial real estate finance positions by region, production volume, servicing portfolio,
revenue, and number of employees.
ERI Economic Research Institute
Mortgage Banking Salary Survey
http://salary-surveys.erieri.com/
Survey provides compensation data for executive, management, and hourly personnel on a national and
state level by company size. Complete listing of job positions included in the survey and sample pages
for selected positions are accessible free online.
Bureau of Labor Statistics, U.S. Department of Labor
Career Guide to Industries - Banking
http://www.bls.gov/oco/cg/home.htm
Occupational Outlook Handbook - Loan Officers
http://www.bls.gov/oco/
Information provided includes a description of the nature of the work, number and types of jobs, education
and training, wages and earnings, employment outlook, and sources for additional information. All
information is free online.
Officer Compensation ExpenseSee "
BizMiner Industry Financial Ratios" above for report including this data.
Five-year comparative financial analysis details officer compensation expense in both dollars and as a percentage of sales. Available by sales size range, and also in small business, sole proprietor, and business start up versions. Sample financial reports can be viewed free online.
More Compensation and Salary Data
For more compensation and salary survey data available from ERI Economic Research Institute, PayScale, Salary.com, and other sources—including average salary, salary range, incentive compensation, and employee benefits information for a wide range of jobs and industries, see Compensation and Salary Surveys.
BVMarketData
Private Company Sales Transactions Databases
Pratt's Stats® http://www.bvmarketdata.com/PSAdvSearch.asp
BIZCOMPS® http://www.bvmarketdata.com/BIZAdvSearch.asp
Free "Visitor Search" allows users to search thousands of private company sales transactions by SIC Code, NAICS Code, or business description for comparable business sale transaction data, including revenue, earnings, and EBITDA multiples. Data can be purchased as a single report or by subscription.
More Business Sale Transaction Data
For more business sale transaction data available from BizBuySell®, Done Deals, MergerStat, Public Stats™, and other sources for a wide range of industries, see Business Valuation Multiples and Merger & Acquisition Transaction Data.
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