Mortgage Lenders/Servicers
www.mbastratmor.com
The Peer Group Survey and Roundtable discussions began in 1998 and are conducted jointly by MBA and the STRATMOR Group.
The objectives of the program are:
- To create a means for participating mortgage banking companies to review their financial results in relation to their peers at semi-annual intervals
- To offer timely data that will allow quick responses to changing business environments
- To analyze the factors that drive mortgage business performance
- To provide participants with a forum to discuss financial results through roundtable meetings at an off-site location
The survey is divided into several different peer groups:
- Peer Group D: Mega and large lender/servicer group (typically top 30)
- Peer Group B: Small/medium sized lender/servicer group (banks)
- Peer Group I: Small/medium sized lender/servicer group (independents)
The survey includes information on the following:
- Production distribution by loan type
- Production income and expenses (expressed in per-loan and basis points) for the following four channels:
- Retail
- Broker
- Correspondent
- Direct marketing
- Optional breakdown of sales vs. fulfillment cost
- Servicing distribution by loan type
- Servicing income and expenses (expressed in per-loan and basis points)
- Other data on technology costs, corporate administration, employment, systems used and company profiles
For more information regarding this product, contact Marina Walsh at mwalsh@mortgagebankers.org or (202) 557-2817.
(Note: In most cases, survey recipients must be survey participants.)
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