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MSR Financing

We have seen a surge in MSR finance demand in 2021, with  several new facilities closed and many more in process. Get it while you can!

MorVest's principals have experience with MSR financing going back to the early 1990s. We are proud to serve as exclusive advisor to Customers Bank (NYSE: CUBI) on MSR financing, and offer a wide range of options from revolving sublimits of warehouse lines to term debt of up to 6 years.* Advances are up to 65% of estimated fair value and other terms, such as the debt repayment schedule, can be customized for each borrower.

 

Our advisory services will help tailor your MSR financing to your business model - optimizing your liquidity and duration requirements.

We have developed proprietary models to project results from operations and future balance sheets for firms retaining MSRs; these resources are available to borrowers in the Customers Bank MSR finance program at no extra charge (within reason). 

Our MSR finance program has been very successful since 2014, and our list of clients and repeat clients continue to grow.  Our understanding of the MSR financing process including Agency acknowledgment agreements is unsurpassed and our legal documents are well refined.

* Qualified companies with FNMA and/or FHLMC MSR

Closed and Funded

$15MM Facility

+ $2.5MM Increase

  • 6 Yr Term Loan

  • FNMA/FHLMC

  • West Coast Wholesaler

$40MM Facility

(Includes 3 increases)

  • Revolving

  • GNMA

  • Midwest Wholesaler

$25MM Facility

  • Revolving

  • FNMA

  • Mid-Atlantic Correspondent

$50MM Facility

  • Revolving

  • GNMA

  • Midwest wholesaler

$15MM Facility

+ $5MM Increase

  • 6 Yr Term Loan

  • FNMA/FHLMC

  • West Coast Retailer

$55MM Facility

(Includes 2 Increases)

  • Revolving

  • FNMA

  • Midwest Retailer

$25MM Facility

(Includes 1 Increase)

  • 6 Yr Term Loan

  • FNMA/FHLMC/GNMA

  • West Coast Retailer

$8MM Facility

+ $4MM Increase

  • 6 Yr Term Loan

  • FNMA/FHLMC/GNMA

  • Midwest Retailer

$13MM Facility

  • 6 Yr Term Loan

  • FNMA

  • Mid-west Retailer

$5MM Term &

$2MM Revolving Facility

  • 6 Yr Term Loan & Revolving

  • FNMA/FHLMC/GNMA

  • Southwest Retailer

$28MM Facility

(Includes 2 Increases)

  • 6 Yr Term Loan

  • FNMA/FHLMC/GNMA

  • Mid-Atlantic Retailer

$7MM Facility

+ $3MM Increase

  • Revolving

  • GNMA

  • Mid-West Retailer

$2.5MM Facility

  • Revolving

  • GNMA

  • West Coast Retailer

$37.5MM Facility

New 2021!

  • 6 Yr Term Loan

  • FNMA/FHLMC

  • National Retailer

$30MM Increase

New 2021!

  • 6 Yr Term Loan

  • FNMA/FHLMC/GNMA

  • Mid-Atlantic Retailer

$7.5MM Facility

New 2021!

  • Revolving

  • GNMA

  • National Retailer

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