10 Oct, 2025

The stalemate & shutdown continue, all but eliminating the government release of economic news. Recall that the U.S. Treasury posted a $345 billion budget deficit in August, the largest monthly deficit of 2025 and the 2nd-worst August on record but helped by tariff revenue. This is up from July’s $291 billion deficit and has only been surpassed by last year’s $380 billion deficit. Government spending surged to $689 billion for the month. Through the first 11 months of FY2025, the U.S. deficit was up to $1.97 trillion, on track to be the 3rd-largest annual deficit in history, after 2020 and 2021. In other news, occupancy should not be a partisan issue, right? Letitiia James has been indicted for mortgage fraud. An attorney will tell you that “fraud” is difficult to prove (typically involving intent and knowledge), while critics are asking, “Why aren’t his three cabinet members being indicted for occupancy fraud as well,” or FHFA Director Bill Pulte’s father and stepmother who claimed dual homestead exemptions in Michigan and Florida. I am sure that the courts will sort things out; each case should stand on its own merits! (Today’s podcast can be found here and this week’s are sponsored by Truework, the only all-in-one, automated VOIEA platform that helps mortgage providers achieve up to 50 percent cost savings with an industry leading 75 percent completion rate. Today’s features an interview with Home Builders Institute’s Ed Brady on the home building climate, evolving workforce trends, trade misconceptions, and the strategic solutions needed to rebuild America.)

9 Oct, 2025

“Two lawyers walk into a pub. They order a couple of drinks and take subs out of their brief cases. They begin to eat. Seeing this, the angry pub owner exclaims, ‘Excuse me but you cannot eat your own sandwiches in here!’ The two look at each other, shrug, then exchange sandwiches.” Legal news leads off the Commentary today as Optimal Blue and nearly 30 originators were hit with a lawsuit alleging price collusion impacting millions of borrowers, noting these lenders’ spreads were 2.68bps (49.2 percent somehow) higher than others and that mortgage payments surged 54 percent from 2022 to 2025. “The sooner you fall behind, the more time you’ll have to catch up.” For originators who don’t want to fall behind, yesterday’s Commentary discussed the countdown to Halloween, and thank you to Rate’s Jennifer N. who wrote, “In the mortgage world, Halloween is celebrated by Licensing and Compliance folks as, ‘Renewal Eve’ as NMLS opens the renewal window on November 1. All licensees should make sure their CE is done before then so they can renew ASAP and avoid lapses in licensure!” While we’re on rules and regulations, do the number of working IRS employees correlate with the chances of being audited? Some hope so, as 50 percent of IRS employees are expected to be furloughed. The shutdown will be a topic on today’s “The Big Picture” at 3PM ET features Meredith Whitney, “The Oracle of Wall Street,” of the Meredith Whitney Advisory Group. She will discuss “Stuck in Place” dynamics, CRE stress, and whether policy can help unlock supply. (Today’s podcast can be found here and this week’s are sponsored by Truework, the only all-in-one, automated VOIEA platform that helps mortgage providers achieve up to 50 percent cost savings with an industry leading 75 percent completion rate. Today’s features an interview with Cotality’s Thom Malone on home price trends across various regions of America and what that portends for affordability as we move towards 2026.)

9 Oct, 2025

“Two lawyers walk into a pub. They order a couple of drinks and take subs out of their brief cases. They begin to eat. Seeing this, the angry pub owner exclaims, ‘Excuse me but you cannot eat your own sandwiches in here!’ The two look at each other, shrug, then exchange sandwiches.” Legal news leads off the Commentary today as Optimal Blue and nearly 30 originators were hit with a lawsuit alleging price collusion impacting millions of borrowers, noting these lenders’ spreads were 2.68bps (49.2 percent somehow) higher than others and that mortgage payments surged 54 percent from 2022 to 2025. “The sooner you fall behind, the more time you’ll have to catch up.” For originators who don’t want to fall behind, yesterday’s Commentary discussed the countdown to Halloween, and thank you to Rate’s Jennifer N. who wrote, “In the mortgage world, Halloween is celebrated by Licensing and Compliance folks as, ‘Renewal Eve’ as NMLS opens the renewal window on November 1. All licensees should make sure their CE is done before then so they can renew ASAP and avoid lapses in licensure!” While we’re on rules and regulations, do the number of working IRS employees correlate with the chances of being audited? Some hope so, as 50 percent of IRS employees are expected to be furloughed. The shutdown will be a topic on today’s “The Big Picture” at 3PM ET features Meredith Whitney, “The Oracle of Wall Street,” of the Meredith Whitney Advisory Group. She will discuss “Stuck in Place” dynamics, CRE stress, and whether policy can help unlock supply. (Today’s podcast can be found here and this week’s are sponsored by Truework, the only all-in-one, automated VOIEA platform that helps mortgage providers achieve up to 50 percent cost savings with an industry leading 75 percent completion rate. Today’s features an interview with Cotality’s Thom Malone on home price trends across various regions of America and what that portends for affordability as we move towards 2026.)

9 Oct, 2025

“Two lawyers walk into a pub. They order a couple of drinks and take subs out of their brief cases. They begin to eat. Seeing this, the angry pub owner exclaims, ‘Excuse me but you cannot eat your own sandwiches in here!’ The two look at each other, shrug, then exchange sandwiches.” Legal news leads off the Commentary today as Optimal Blue and nearly 30 originators were hit with a lawsuit alleging price collusion impacting millions of borrowers, noting these lenders’ spreads were 2.68bps (49.2 percent somehow) higher than others and that mortgage payments surged 54 percent from 2022 to 2025. “The sooner you fall behind, the more time you’ll have to catch up.” For originators who don’t want to fall behind, yesterday’s Commentary discussed the countdown to Halloween, and thank you to Rate’s Jennifer N. who wrote, “In the mortgage world, Halloween is celebrated by Licensing and Compliance folks as, ‘Renewal Eve’ as NMLS opens the renewal window on November 1. All licensees should make sure their CE is done before then so they can renew ASAP and avoid lapses in licensure!” While we’re on rules and regulations, do the number of working IRS employees correlate with the chances of being audited? Some hope so, as 50 percent of IRS employees are expected to be furloughed. The shutdown will be a topic on today’s “The Big Picture” at 3PM ET features Meredith Whitney, “The Oracle of Wall Street,” of the Meredith Whitney Advisory Group. She will discuss “Stuck in Place” dynamics, CRE stress, and whether policy can help unlock supply. (Today’s podcast can be found here and this week’s are sponsored by Truework, the only all-in-one, automated VOIEA platform that helps mortgage providers achieve up to 50 percent cost savings with an industry leading 75 percent completion rate. Today’s features an interview with Cotality’s Thom Malone on home price trends across various regions of America and what that portends for affordability as we move towards 2026.)

9 Oct, 2025

“Two lawyers walk into a pub. They order a couple of drinks and take subs out of their brief cases. They begin to eat. Seeing this, the angry pub owner exclaims, ‘Excuse me but you cannot eat your own sandwiches in here!’ The two look at each other, shrug, then exchange sandwiches.” Legal news leads off the Commentary today as Optimal Blue and nearly 30 originators were hit with a lawsuit alleging price collusion impacting millions of borrowers, noting these lenders’ spreads were 2.68bps (49.2 percent somehow) higher than others and that mortgage payments surged 54 percent from 2022 to 2025. “The sooner you fall behind, the more time you’ll have to catch up.” For originators who don’t want to fall behind, yesterday’s Commentary discussed the countdown to Halloween, and thank you to Rate’s Jennifer N. who wrote, “In the mortgage world, Halloween is celebrated by Licensing and Compliance folks as, ‘Renewal Eve’ as NMLS opens the renewal window on November 1. All licensees should make sure their CE is done before then so they can renew ASAP and avoid lapses in licensure!” While we’re on rules and regulations, do the number of working IRS employees correlate with the chances of being audited? Some hope so, as 50 percent of IRS employees are expected to be furloughed. The shutdown will be a topic on today’s “The Big Picture” at 3PM ET features Meredith Whitney, “The Oracle of Wall Street,” of the Meredith Whitney Advisory Group. She will discuss “Stuck in Place” dynamics, CRE stress, and whether policy can help unlock supply. (Today’s podcast can be found here and this week’s are sponsored by Truework, the only all-in-one, automated VOIEA platform that helps mortgage providers achieve up to 50 percent cost savings with an industry leading 75 percent completion rate. Today’s features an interview with Cotality’s Thom Malone on home price trends across various regions of America and what that portends for affordability as we move towards 2026.)

9 Oct, 2025

“Two lawyers walk into a pub. They order a couple of drinks and take subs out of their brief cases. They begin to eat. Seeing this, the angry pub owner exclaims, ‘Excuse me but you cannot eat your own sandwiches in here!’ The two look at each other, shrug, then exchange sandwiches.” Legal news leads off the Commentary today as Optimal Blue and nearly 30 originators were hit with a lawsuit alleging price collusion impacting millions of borrowers, noting these lenders’ spreads were 2.68bps (49.2 percent somehow) higher than others and that mortgage payments surged 54 percent from 2022 to 2025. “The sooner you fall behind, the more time you’ll have to catch up.” For originators who don’t want to fall behind, yesterday’s Commentary discussed the countdown to Halloween, and thank you to Rate’s Jennifer N. who wrote, “In the mortgage world, Halloween is celebrated by Licensing and Compliance folks as, ‘Renewal Eve’ as NMLS opens the renewal window on November 1. All licensees should make sure their CE is done before then so they can renew ASAP and avoid lapses in licensure!” While we’re on rules and regulations, do the number of working IRS employees correlate with the chances of being audited? Some hope so, as 50 percent of IRS employees are expected to be furloughed. The shutdown will be a topic on today’s “The Big Picture” at 3PM ET features Meredith Whitney, “The Oracle of Wall Street,” of the Meredith Whitney Advisory Group. She will discuss “Stuck in Place” dynamics, CRE stress, and whether policy can help unlock supply. (Today’s podcast can be found here and this week’s are sponsored by Truework, the only all-in-one, automated VOIEA platform that helps mortgage providers achieve up to 50 percent cost savings with an industry leading 75 percent completion rate. Today’s features an interview with Cotality’s Thom Malone on home price trends across various regions of America and what that portends for affordability as we move towards 2026.)

16 Sep, 2025

My cat Myrtle was always up for a battle with a lizard in the yard. On a larger scale, the ancient Chinese philosopher Sun Tzu said, “Every battle is won or lost before the battle takes place.” Fed Governor Lisa Cook won the last legal round yesterday in her battle to stay with the Fed. Do you think that companies building a factory in the U.S., as we move toward a factory-based economy with a plant taking 5-10 years to build, will face a battle with local authorities on zoning? Does your company foresee any fair lending battles coming up with regulators? Jeff Naimon from Orrick highlights today’s Mortgage Law Today at 3PM ET. (Jeff is a fixture at the legal issues conferences and helped write the MBA amicus brief on the CFPB funding case.) Many groups took credit for the battle surrounding abusive trigger leads. President Trump recently signed it, and now, “Effective March 5, 2026 (six months out), trigger leads will be permissible under the Fair Credit Reporting Act only in limited circumstances during a real estate transaction and only to provide a firm offer of credit.” Today’s podcast can be found here and this week’s are sponsored by CreditXpert. The all-new credit optimization platform that helps you close more loans. CreditXpert is committed to making homeownership more accessible and affordable for ALL. Today’s features an interview with Figure’s Mike Cagney on the company’s successful IPO last week and how decentralized finance is going to change the mortgage industry for the better, and soon.)

12 Sep, 2025

“Rob, we’ve said ‘no’ to more expansion possibilities than ever before. Are you hearing other lenders doing deep dives on LOs and branches and also not seeing a profitable path?” Yes indeedy. Here in Jackson, MS, at the Mississippi Mortgage Banker’s Fall Conference, lenders are not only discussing expansion but also early payoff penalties and strategies to avoid them. (Of course, they are explaining to newer entrants why few investors would ever pay 102 or 104 for a loan that may pay off soon at 100.) One topic is why companies service, or sell service, and this month’s STRATMOR piece is titled, “Servicing: What’s All the Fuss About?” Another topic on lenders’ minds are demographics, income, and reasons for moving, and now we have government news that income inequality has dipped and fewer people moved, per the largest survey of U.S. life. Talk to any solid loan originator, and they’ll tell you that the top three attributes of their brethren are focus, leadership, and consistency. (Today’s podcast can be found here and this week’s are sponsored by Indecomm. Streamlining operations with the genius blend of automation, AI, and services. Achieve practical digital transformation and real operational impact with Indecomm’s purpose-built mortgage solutions. Hear an interview with Polunsky Beitel Green’s Peter Idziak on takeaways from the bipartisan Home Buyers Privacy Protection Act (trigger leads bill), which amends the Fair Credit Reporting Act by shifting trigger leads to an opt-in system, mandates a study on text-based solicitations, and raises concerns about its impact on credit bureau revenue and market competition.)

4 Sep, 2025

“Apparently you can’t use ‘beef stew’ as a password. It’s not stroganoff.” How’s your privacy? Or another question: Why wouldn’t you tell your recent borrower to freeze their credit after the loan was done? TransUnion has filed data breach disclosures. According to the filings, this data breach, affecting millions of TransUnion customers through SalesForce, occurred on July 28, 2025, and was discovered a couple of days later. Data breaches are always fertile grounds for attorneys, and speaking of legal matters, Federal Reserve Board Governor Lisa Cook “did not ever commit mortgage fraud,” her lawyer Abbe Lowell said in a court filing bolstering arguments why a judge should temporarily block President Donald Trump from firing her. “Any of Cook’s statements that she made on mortgage applications, which Trump has cited as the reason for her termination, do not give the president legal cause to remove her. Lowell said multiple federal government entities received her mortgage details before the Senate first confirmed her nomination to the Fed in May 2022.” Nearly 600 economists signed an open letter warning that her potential firing threatens the Fed’s independence and erodes trust in a key pillar of the U.S. financial system. (Today’s podcast can be found here and this week is sponsored by Gallus Insights. Mortgage KPIs, automated, at your fingertips. Gallus allows you to turn data from your various databases and systems into automated business intelligence and actionable insights. Hear an interview with Porchlight’s David Wells on how the mortgage industry is shifting from a human-driven, siloed process to a fully programmatic, API-powered model that automates repetitive tasks, streamlines capital markets execution, and empowers loan officers to focus on high-value, trust-building relationships.)

30 Jul, 2025

Is it just a matter of time until insurance companies tell us where to live, what to make out houses out of, and what, exactly, we’re allowed to plant in our yards? We may be entering that world. Lenders and vendors live via rules and regulations. I mention this because attorney Brian Levy really doesn’t like the LO Compensation Rule. In fact, in his latest Mortgage Musing take down of the rule, he says it is “brutal.” Levy offers his thoughts about the CFPB proposal to rescind the LO Comp Rule as well as the recently filed LO Comp class action case against loanDepot (reported in Chrisman Commentary last Thursday). (You can sign up to receive Brian’s Mortgage Musing directly here.) While we’re talking regulations, Weiner Brodsky Kider PC did a write up on how the CFPB terminated a consent order that it had entered into with a Florida-based mortgage servicer concerning allegations that the company had failed to inform borrowers of foreclosure protections while actively proceeding with foreclosures against them and that the company had violated a previous consent order. (Today’s podcast can be found here and this week’s are sponsored by nCino. nCino Mortgage unites the people, systems and stages of the mortgage process into a seamless end-to-end solution embedded with data-driven insights and intelligent automation. Hear an interview with Verisk’s Kingsley Greenland on recent flooding events impact on housing and how insurance company modeling has quickly surpassed government modeling on disasters.)