SIC 6163 | NAICS 522310
The following guide to industry information, research, and analysis provides sources for industry trends and statistics, financial ratios, salary surveys, and more.
Comprehensive research reports provide in-depth industry analysis and five-year growth 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:
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.
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.
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.
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.
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.
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:
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.
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.
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.
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.
Interactive database provides detailed transaction data for over 38,000 private and public companies sold for prices ranging from under $250,000 to over $500,000,000, with valuation measures provided including market value of invested capital as a multiple of revenue, gross profit, EBIT, EBITDA, SDE, and book value of invested capital. User guide, free webinar, and sample reports are available online.