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Mortgage Brokers – Industry Analysis, Statistics, Trends, and Forecasts

SIC 6163  |  NAICS 522310

The following guide to industry research and analysis provides sources for industry statistics, trends, and forecasts, financial ratios, salary surveys, and more.

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

Mortgage Loan Brokers  (view report)
Online Mortgage Brokers  (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 industry research report and selected industry statistics including market size, five-year average growth rate, number of businesses, and total employment are available free online.

Mortgage News Network Inc.
National Mortgage Professional Magazine

Monthly trade journal features news and information for mortgage professionals, with topics covered in this publication including industry news, originations, servicing, technology, market insights, marketing ideas, sales tips, new products and programs, and mission-critical regulatory and legislative updates. Selected articles from the magazine are categorized by content section and are available free online.

Key Media Pty Ltd
Mortgage Professional America

Online news resource, newsletter, and bimonthly magazine feature news and information for industry professionals, topics covered by content category including industry news, marketing, investor news, compliance, branching networks, and commercial, reverse, VA, jumbo, and non-prime mortgages. All articles are available free online, with free subscription to daily e-newsletter is available upon request.

SourceMedia, Inc.
National Mortgage News

Monthly publication features news and insights on important issues and trends that affect the industry, with topics covered in the magazine including primary and secondary market, lending, servicing, loss mitigation, regulatory compliance, and technology, and special features including the annual "Outlook" issue published in December that recaps the current year and provides forecasts for the year ahead.

Mortgage News Daily
Broker Licensing

Broker licensing section provides licensing requirements for all 50 states and the District of Columbia, with information provided for each state including regulatory licensing body, license fees, surety bond requirements, state approved pre-licensing schools and post-licensing education, reciprocity states, and loan broker applications, fee schedules, and other forms. All information is available free online.

Inside Mortgage Finance Publications
Origination Activity and Rankings

Origination section provides extensive data on mortgage origination activity including originations by product type and production channel and also includes rankings of top originators in various market sectors such as retail, broker, wholesale, correspondent, FHA/VA, and refinance, with activity data and rankings available in Excel spreadsheet and PDF formats on an annual and/or quarterly basis.

Market Analysis

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.

More Resources
For more industry research reports and other resources, see the following resource guide.

Financial Statements and Financial Ratios

Industry Financial Ratios
Mortgage and Nonmortgage Loan Brokers  Search for "522310"
Five-year financial statement analysis reports provide income statements, balance sheets, and key industry financial ratios for companies of all sizes, with financial data available by sales size range on a national, state, and metropolitan area level including:
Sample reports on a national and metropolitan area level are available free online.

RMA Annual Statement Studies
Mortgage and Nonmortgage Loan Brokers

Annual financial statement analysis provides common-size income statements, balance sheets, and financial ratios by company size range based on net sales and total assets for companies that act as intermediaries in arranging loans between borrowers and lenders on a commission or fee basis, with residential real estate loans accounting for the majority of these broker-originated loan transactions.

Compensation and Salary Surveys

PayScale, Inc.
Mortgage Brokerage

Free online service provides salary, bonus, and hourly wage data for selected job positions, such as mortgage broker, loan officer, loan closer, loan processor, administrative assistant, and receptionist, with organizations that act as intermediaries in arranging commercial, industrial, and residential real estate loans between borrowers and banks or other nonbank lenders on a commission or fee basis.

Stratmoor Group
Compensation Connection Survey

Annual compensation survey provides current data on base salaries, bonus and incentive payments, and related compensation strategies for real estate lenders of all types and sizes. Survey modules available separately include executive management, retail sales, consumer direct sales, third-party- originator (TPO) sales (e.g., broker, wholesale, correspondent), and production support operations.

BizMiner Financial Analysis Reports
Mortgage and Nonmortgage Loan Brokers  Search for "522310"

Five-year comparative income statement analysis provides salaries, wages, and officer compensation in both dollars and as a percentage of sales by sales size range for firms that act as an intermediary in arranging loans between borrowers and banks or other lenders on a commission or fee basis, with residential mortgages accounting for the majority of these loans. Sample reports are available online.

Business Valuation Resources

Private company sales transaction data for over 800 industries.

Related Industries:
Commercial Banks
Consumer Finance Companies
Credit Unions
Mortgage Banking


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