🇺🇸United States·Servicing-released · Co-issueIllustrative
Co-issue servicing-released, conforming retail flow
Regional independent mortgage bank → national subservicer-backed buyer
Problem
A retail lender wanted to release servicing at loan sale to protect cash flow, but was leaving basis points on the table selling to a single correspondent SRP grid.
Approach
Loans were floated to a panel of approved buyers for live, loan-level servicing-released premium (SRP) bids. Best execution was awarded per loan and settled with automated servicing transfer and standardized purchase-and-sale terms.
Outcome
≈ [TODO] bps average SRP uplift vs. the incumbent grid; same-day award.
Loan-level SRPBest-execution awardAutomated transferCo-issue
🇺🇸United States·Bulk MSRIllustrative
Bulk Fannie/Freddie MSR portfolio sale
Mid-size servicer rebalancing capital
Problem
A servicer needed to sell a seasoned agency MSR portfolio to free up capital, but bulk processes were taking weeks of tape prep, stratification and back-and-forth on assumptions.
Approach
The tape was ingested, stratified and independently valued in the platform; qualified buyers bid against a shared, transparent data room with agreed prepayment and delinquency assumptions.
Outcome
$[TODO]B UPB cleared; diligence-to-award compressed from weeks to days.
Bulk tape ingestStratificationDCF valuationData room
🇺🇸United States·Servicing-released · Non-QMIllustrative
Specialty / non-QM servicing-released execution
Specialty originator → specialty servicer buyer panel
Problem
Thin, illiquid SRP quotes for non-QM and specialty product meant execution was slow and opaque, with few counterparties willing to price.
Approach
Product-aware routing surfaced only buyers with appetite and approvals for the specific collateral, then ran a sealed competitive bid with standardized reps allocation.
Outcome
Deeper buyer coverage on hard-to-price collateral; transparent audit trail.
Product-aware routingSealed bidReps allocationNon-QM