Valuation Resources

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. See the following sections listed below to view available resources by category: industry analysis, trends, statistics, and forecasts; financial statements and financial ratios; compensation and salary surveys; and business valuation resources. For guides to other industries, see our index of over 400 industries.

Industry Analysis, Trends, Statistics, and Forecasts

Real Estate Loans  (view report)
Savings Banks & Thrifts  (view report)
Comprehensive industry 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. Topics addressed in the reports include:
Sample report and selected data including market size based on revenue, five-year average growth rate, number of businesses, and total employment are available free online.

MBA
Information resources available from this organization include:

Forecasts and Commentary
https://www.mba.org/
Forecasts and commentary section includes a monthly commentary on the national economic climate and how current conditions and trends affect the residential real estate finance market, and a monthly real estate finance forecast which includes key market indicators such as housing starts, home sales, price index changes, median home prices, interest rates, loan originations, and total debt outstanding.

Commercial/Multifamily Quarterly Data Book
https://www.mba.org/
Quarterly publication analyzes trends and conditions in the commercial/multifamily mortgage market with topics covered in individual chapters including market outlook, commercial/multifamily finance environment, loan originations and real estate debt securities issuances, and commercial mortgage debt and real estate debt securities outstanding. Current and prior editions are available free online.


Inside Mortgage Finance Publications
Publications available from this organization include:

Newsletters / Reports
https://www.insidemortgagefinance.com/
Publisher provides comprehensive coverage of the residential mortgage industry via a selection of "Newsletters" which address overall industry trends and developments as well specific segments and topics and its "Reports" section which provides an extensive selection of market data, industry studies, and other special reports. Selected data and reports are available online with registration.

Statistical Annual
https://www.insidemortgagefinance.com/
Annual publication provides a comprehensive selection of current and historical data for the industry, with topics covered in various chapters including loan originations, loan servicing, private insurance, asset securitization, agency and non-agency MBS activity, funding activity, earnings and financials, regulatory data, and rates, terms, and financing. Detailed table of contents is available free online.


Mintel Group Ltd.
Mortgages and HELOCs - US
https://store.mintel.com/

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.


BizMiner
Market Analysis
https://www.bizminer.com

Market analysis report provides industry statistics for a user-defined area on a national, state, county, metro area, or zip code level, with data provided including number of companies, market volume and sales trends, average company sales, sales per employee, staffing and employment trends, average employee wage, and business start up activity and failure rates. Sample report can be viewed online.



Financial Statements and Financial Ratios

BizMiner
Industry Financial Ratios
Mortgage Bankers
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 including:
Sample national and metropolitan area reports are available free online.

MBA
Mortgage Bankers Performance Reports
https://www.mba.org/

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.


IBISWorld
Real Estate Loans
(see links for individual reports)

Financial benchmarking section of this report provides an analysis of industry income and expenses as a percentage of revenue by major category (e.g., purchases, wages, depreciation, marketing, rent, utilities, other costs, and earnings before interest and taxes) for the most recent year and line graphs indicating trends for each category over the past five years. Sample report can be viewed free online.



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.


PayScale, Inc.
Mortgage Banking
https://www.payscale.com/

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.



Business Valuation Resources

BVMarketData
www.bvresources.com
Private company sales transaction data for over 800 industries.



Related Industries:
Commercial Banks and Savings Institutions
Consumer Finance Companies
Credit Unions
Mortgage Brokers

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