Mortgage Banking – Industry Analysis, Statistics, Trends, and Forecasts
See the following sections listed below to view available resources by category:
For guides to other industries, see our index of over 400 industries.
Industry Analysis, Statistics, Trends, and Forecasts
- Market size and major product and service segments
- Key industry statistics, trends, and financial ratios
- Operating conditions and current performance
- Competitive landscape and environment
- Major company profiles and market shares
- Five-year outlook and growth forecasts
MBA
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 Reports
Real Estate Credit Services
https://www.bizminer.com Search for "522292" to see available reports
Market analysis reports provide 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
Real Estate Credit Services
https://www.bizminer.com Search for "522292" to see available reports
- Income and expenses in dollars and percentages
- Balance sheets in dollars and percentages
- Profitability and return on investment ratios
- Liquidity and working capital ratios
- Asset turnover and efficiency ratios
- Capital structure and debt service ratios
IBISWorld Research Reports
Industry Financial Ratios
(see links for individual reports)
Key statistics section of these reports provides detailed income statements and balance sheets on a common-size basis and an array of industry financial ratios, with the financial ratio data presented on an annual basis for the four most recent years for which data is available and on a historical average basis over three-year, five-year, and ten-year time periods. Sample report can be viewed 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.
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.
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