SIC 6162 | NAICS 522292
The following guide to industry information, research, and analysis provides sources for industry trends and statistics, market research and analysis, financial ratios and salary surveys, and more.
Select from the following sections or scroll below to view available resources:
For guides to other industries, see our index of over 400 industries.
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:
Forecasts and Commentary
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
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.
First Research profiles cover key aspects of an industry's size, scope, and operations and include a five-year growth forecast. Profile contents include:
Newsletters / Reports
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.
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.
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.
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.
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.
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.