HECM Endorsement Analytics – January 2020

HUD’s January 2020 HECM Endorsement Summary Report shows 3,919 endorsements, a strong start for the year, though volume may include backlogged pipeline from year-end. Our summary can be found here: NV Endorsement 2020_01. The increase in volume is evenly distributed geographically. Compared to December, the Atlanta field office volume increased 66%, from 452 to 751 units; the Denver field office increased 40%, from 573 to 801 units; the Philadelphia office increased 89% from 380 to 718 units; and the Santa Ana field office saw its unit volume increase 56%, from 1,056 to 1,649 units. Overall, January volume increased 59% from December, and it is the highest monthly endorsement volume since February 2019.

AAG continues to hold its lead with more than 30% of origination volume, or 1,141 endorsements. After Liberty’s uncharacteristically tiny endorsement volume in December, it bounced back with 475 endorsements in January, its strongest performance since February 2018. Reverse Mortgage Funding came in third with 361 endorsements. The top six originators each had market share exceeding 5%, with a combined market share of roughly 67%. The market has consolidated over the last 12 months; one year ago, the top six originators had a combined 62% market share.

HUD just released its December Endorsement Snapshot Report and RMF sponsored 243 loans originated by another lender. Finance of America Reverse and AAG followed with 187 and 160 such loans respectively. Fairway sold 48 loans to another sponsor in December; like other smaller players, Fairway’s production has been in a downward trend over the last 12 months.

New View Advisors continues to offer its Who Buys What From Whom (WBWFW) report as part of this endorsement report subscription. The report compiles publicly available Ginnie Mae data to show which HMBS issuers buy HECMs from which lenders. Our WBWFW report includes:

Top Originators – a ranking by original HECM UPB of all lenders over the last twelve months
WBWFW – an alphabetical cross-reference between every lender and the HMBS issuer that securitizes its loans
Top 100 Trends – a breakdown of loan sales by month, by Top-100 lender, by HMBS issuer.

Edited samples from this month’s WBWFW report are at the end of our endorsement writeup. These reports together provide accurate insight for sales and marketing teams to learn just who’s buying what from whom. The dataset is more complete and timely than what endorsement analysis alone can show.


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