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Trump Administration

Why Mike Kortas is Buying Up ShellCos

Why Mike Kortas is Buying Up ShellCos

The NEXA boss says he is NOT doing retail. Plus, Lower loses key staffers, that Rocket Super Bowl ad & more

Feb 9, 2026

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13 min read

Experian’s Mortgage Play Is Way Bigger Than Trigger Leads

Experian’s Mortgage Play Is Way Bigger Than Trigger Leads

We explore the rapid rise of AI mortgage marketplaces. Plus, fresh agency securitization trends & whoa—did Pulte cause PennyMac's woes?!

Feb 6, 2026

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12 min read

The Servicer’s Dilemma: PennyMac’s $3B Hit

The Servicer’s Dilemma: PennyMac’s $3B Hit

A mortgage servicing correction is spooking Wall Street. Plus, another lead gen platform gets bought, $250B in rent-to-own Trump Homes(?!), a rumored consultancy marriage & more

Feb 4, 2026

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12 min read

Valon Lands a Whale

Valon Lands a Whale

The tech platform might just be MSP's biggest threat. Plus, the Maxwell M&A rumor, GSEs apparently didn't want to approve VS4.0 & more.

Feb 2, 2026

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10 min read

Mortgage's AI Doomsday Scenario

Mortgage's AI Doomsday Scenario

An unpopular-but-credible theory on what AI will do to industry jobs. Plus, a rise in TCPA lawsuits, PMI trends, Grella prevails over Kortas in lawsuit & more

Jan 27, 2026

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11 min read

ICE's Mortgage Makeover & the Curt Cignetti Question

ICE's Mortgage Makeover & the Curt Cignetti Question

We have details on key personnel changes at ICE. Plus, what the mortgage industry can learn from a college football coach, how long the refi window will remain open, FHA suspensions & much more.

Jan 21, 2026

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12 min read

The CRE Playbook Comes for the 30-Year Mortgage

The CRE Playbook Comes for the 30-Year Mortgage

Ackman pitches a plan to reduce rates by 65 bps, a farewell to Glenn Kelman & his foxhole, ranking the top agency servicers, who really owns the P&L & more.

Jan 14, 2026

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13 min read

What Happens When the Fed Isn’t Independent

What Happens When the Fed Isn’t Independent

A look at how political control over the Fed would impact the mortgage market. Plus, when LOs move to new companies, the literal bet on housing markets & more

Jan 12, 2026

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12 min read

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