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Valon

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

Hard Times for Easy-Money DSCRs & a Stealthy Mortgage Tech Unicorn Lands a New Client

Hard Times for Easy-Money DSCRs & a Stealthy Mortgage Tech Unicorn Lands a New Client

Investors & warehouse lenders are increasingly taking a cautious approach to DSCR loans. Plus, fresh info on UWM's plans for Two Harbors, a major servicing tech deal & more.

Dec 19, 2025

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14 min read

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