First Research US Industry Profile

Already a subscriber?  Login >>

View Sample
Mortgage Banking
SIC Codes: 6162
NAICS Codes: 522292
Last Quarterly Update: 11/4/2024
Companies in this industry lend money with real estate as collateral. Major companies based in the US include units of Bank of America, JPMorgan Chase, Rocket Mortgage, and Wells Fargo; other major companies include units of Barclays and Nationwide Building Society (both based in the UK), BNP Paribas (France), and Deutsche Bank and Postbank (both based in Germany).
The 30-year mortgage rate is expected to average 7% in 2024, according to Bankrate. The use of mortgages to buy homes is most common in wealthy, developed countries where consumer income is healthy and legal and regulatory infrastructure is well established. Mortgage practices and rules vary. In many countries, the government helps people buy houses through beneficial tax policies, but few governments purchase mortgages to provide security, as the US does.
The US mortgage banking industry includes about 15,000 establishments (single-location companies and branches of multi-location companies) with combined annual revenue of about $91 billion.
Competitive Landscape
Demand for mortgage services is driven by home sales and the refinancing that occurs when mortgage rates are low. The profitability of individual companies depends on volume, interest rate spreads, and efficient operations. Large companies have big economies of scale in operations. Small companies compete successfully by funneling mortgages to the large companies. The US industry is concentrated: the 50 largest companies generate about 70% of revenue.
Innovations such as Rocket Mortgage, Quicken Loans' fully online mortgage application process, are disrupting the industry's traditional business model. As more aspects of the home buying process migrate online, tech-focused startups and peer-to-peer nonbank lenders such as Social Finance, LendingHome, and loanDepot are siphoning business away from the mortgage industry giants.
Before the subprime lending crisis of the late 2000s, independent mortgage lenders were more prominent among the US industry's leaders. Failure of some of the largest of those companies and the dispersal of their assets led to the emergence of top-tier banks as dominant players in the industry.
Products, Operations & Technology
Mortgage banks lend money to homeowners with the home as collateral; some specialize in lending to farms or businesses, also with real estate as collateral. ... plus:
Sales & Marketing
,
Finance & Regulation
,
Regional & International Issues
,
Human Resources
Also includes the following chapters:
Quarterly Industry Update
,
Industry Indicators
,
Business Challenges
,
Trends and Opportunities
,
Call Preparation Questions
,
Financial Information
,
Industry Forecast
,
Industry Websites
,
Glossary of Acronyms

Historical Profiles (PDF format)

07/29/2024
04/29/2024
12/18/2023
09/11/2023
06/05/2023
03/06/2023
12/03/2022
10/03/2022
06/27/2022
02/17/2022
11/29/2021
09/13/2021
06/21/2021
03/15/2021
12/28/2020
12/07/2020
10/26/2020
09/07/2020
04/27/2020
09/02/2019
07/15/2019
03/25/2019
12/17/2018
09/17/2018
06/18/2018
03/19/2018
12/18/2017
09/18/2017
06/19/2017
03/20/2017
12/12/2016
09/05/2016
06/06/2016
03/07/2016
11/30/2015
08/31/2015
06/01/2015
02/16/2015
11/17/2014
08/25/2014
05/26/2014
03/03/2014
11/25/2013
09/02/2013
06/10/2013
03/18/2013
12/10/2012
09/17/2012
07/02/2012
04/09/2012
12/19/2011
09/26/2011
06/20/2011
03/14/2011
11/22/2010
08/30/2010
05/24/2010
02/22/2010