PHOENIX

The Phoenix Capital family is the industry leader in mortgage servicing rights analytics, transactions, and advisory services.

Financial consultant in Denver, CO (show on map)

4.2

★★★★☆

5 reviews

Phoenix Capital is a premier advisory firm for mortgage servicing rights (MSR) analytics, transactions, and advisory services, offering expertise in whole loan trading and mortgage services.

Call (303) 892-7070

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About

Phoenix Capital is recognized as the industry leader in mortgage servicing rights (MSR) analytics, transactions, and advisory services. The firm provides comprehensive MSR valuations, financial reporting, and advisory services to a diverse client base, including independent mortgage banks, banks, Federal Home Loan Banks, various agencies, warehouse lenders, investors, REITs, investment funds, private debt funds, private equity funds, investment research analysts, and other stakeholders.

Utilizing market discovery from their PHOENIX trade desk, coupled with industry-recognized models and an experienced team of analysts, Phoenix Capital offers a customized approach to MSR analytics. The firm also excels in whole loan trading, servicing oversight, and REO asset management, maintaining SOC 2 compliance for both MSRs and whole loans since 2017 and SOC 1 compliance for MSRs since 2018.

Industry leader in mortgage servicing rights analytics, transactions, and advisory services

Customized MSR Pricing Grids & Analytics

Real-Time Customized SRP Grids: PHOENIX’ MSR Pricing Service (MSRP)

Comprehensive Transaction Management

SOC 2 and SOC 1 Compliance

Services

MSR Analytics

Provides MSR fair value, interest rate sensitivities, detailed cash flow reporting, customized reporting, and interactive C-Suite suitable graphs and visualizations.

Customized MSR Pricing Grids & Analytics Real-Time Customized SRP Grids: PHOENIX’ MSR Pricing Service (MSRP) MSR Accounting Services Secondary Marketing Services MSR Acquisition Analysis Services

MSR Brokerage & Advisory

Offers strategic MSR sales brokerage, comprehensive transaction management, and diverse sales structures including bulk sales, co-issue, and PIIT sales.

Strategic MSR Sales Brokerage & Advisory Bulk Sales (including auctions, negotiated placements) Co-Issue and PIIT (flow) sale and purchase optimization Hands-On Transaction Management

Whole Loan Trading

Provides whole loan brokerage and principal activities, comprehensive market coverage, and exclusive representative of a family of buyside funds.

Whole loan brokerage and principal activities Comprehensive market coverage Exclusive representative of a family of buyside funds Wide array of loan programs and performance types traded

Mortgage Services

Offers servicing oversight, quality control, loan due diligence, origination QC, REO asset management, and more.

Servicing Oversight & Quality Control Loan Due Diligence & Surveillance Origination Quality Control REO & Component Asset Management

Credentials & Certifications

SOC 2 Compliance

Since 2017

SOC 1 Compliance

Since 2018

Reviews

Rating

4.2

★★★★☆

Reviews

Frequently Asked Questions

What is Phoenix Capital's primary service? +

Phoenix Capital is the industry leader in mortgage servicing rights (MSR) analytics, transactions, and advisory services, offering expertise in whole loan trading and mortgage services.

How does Phoenix Capital ensure compliance with regulatory standards? +

Phoenix Capital maintains SOC 2 compliance for both MSRs and whole loans since 2017 and SOC 1 compliance for MSRs since 2018, minimizing risk associated with data transfer without compromising data or analytic robustness.

What types of loans does Phoenix Capital trade? +

Phoenix Capital trades a wide array of whole loans including scratch & dent, investor repurchases, non-performing loans (NPL), re-performing loans (RPL), non-qualified mortgages (Non-QM), ITIN loans, jumbo loans, HELOCs, second liens, GNMA early buy-out (EBO), CDFI mortgages, HECM reverse mortgages, fix ‘n flip (FnF) & Ground Up Construction (GUC), bridge financing, single-family rental (SFR/DSCR), private lender mortgages, multi-family mortgages, commercial mortgages, commercial loans (CRE), CRA eligible, and more.