Click here to download the 13th Lender Benchmark Prospectus from the MBA Conference Presentation

pdf file ~636kb

Overview of the Wholesale Access 13th Annual Benchmark Study

  • An accurate measurement of the income and cost structures of the four major production channels: broker, correspondent, branch retail and consumer direct.
  • Focus on the 30 largest firms in mortgage banking.
  • Participants see how their revenue and expense structures compare with their peers.
  • Shows the impact of various mixes of products, markets, staffing models, and automation on income, productivity and costs.
  • Wholesale Access spent years developing its methodology and defining terms so effective comparisons are made.
  • Contributing to the study's data integrity and rich results, many of the participants have been in the study group continuously since 1993.

Current and Past Participants in our Mortgage and Home Equity Group and Benchmark Studies:
ABN AMRO Mortgage Group • American Home Mortgage • American Mortgage Network •
Aurora Loan Services • Bank of America • BB&T Bank • Chase Home Finance • CitiMortgage
• CTX Mortgage • Fifth Third • Flagstar Bancorp • GMAC Mortgage • GreenPoint Mortgage •
HomeComings • HSBC Mortgage • IndyMac Bank • Irwin Mortgage • LoanCity • National City
Mortgage • Ohio Savings Bank • Principal Residential Mortgage • SunTrust Mortgage • US Bank
Mortgage • Washington Mutual • Waterfield Mortgage • Wells Fargo Home Loans

What people are saying about our 13th Lender Benchmark Study:



For more information contact:
Tom LaMalfa: (216) 752-6610 •
Christine Clifford: (410) 772-1161 •

2007 Benchmarking Schedule
By August 1 1H07 Questionnaires provided to analysts
Sept.4 Analysts submit 1H07 data to Wholesale Access
Sept 4 to Sept 30 Wholesale Access reviews 1H07 data, raises any needed queries
Oct 1 Final corrected data is submitted by SGMs
Oct 1 to Oct 31 Wholesale Access prepares charts and finalizes spreadsheets
Nov.12-13 Wholesale Access/SGM meeting in Orlando

Relevant Press Releases
[NEW] Wholesale Access Completes 13th Expense Benchmarking Study [NEW]
Released November 15, 2006
Wholesale Access Completes Part I of its 13th Annual Benchmarking
Released July 6, 2006
Click here for the Table of Contents of our most recent study
Wholesale Access Completes Part II of its 12th Annual Benchmarking
Released November 30, 2005

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All material ©2007, Wholesale Access Mortgage Research & Consulting, Inc.