HECM Endorsement Analytics – October 2021

October saw 5,029 HECM loans endorsed, the highest unit count since May 2020. As is the case with 2021 HMBS dollar volume, by mid-November, i.e. now, total endorsement count will exceed what was printed for all of calendar 2020. Our report can be found here: NV Endorsement 2021_10. Every top lender increased endorsements from the previous month; in particular, PHH more than doubled its endorsement count again reaching 615 loans, by far its highest monthly endorsement tally in history.

HUD’s September Endorsement Snapshot Report was released on its website today. There was no material change from last month. South River Mortgage posted another strong month in wholesale, with 108 endorsements. Over the last six months, SRM has overtaken Fairway Independent Mortgage to become the leader in this group.

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

The 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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