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Plot Your Course to Greater Profitability  Technology driving the secondary market

+$ 0 Billion
Hedged Volume in 2019
$ 0 Billion
MiniBulk Bids per Month
$ 0 Billion
Lock Volume YTD

Originators 

CompassPPE™ keeps originators ahead of the market with the most intuitive user interface, mobile-responsive pricing and lock desk technology.  Compass’s pricing engine technology delivers efficient product management, pipeline transparency, dynamic margins, the best in best-ex pricing, plus exception workflow and lock automation – providing a more digital mortgage experience for sales managers, loan officers and consumers.  Whether stand-alone or fully-integrated with CompassPoint™, the industry’s leading pipeline risk management platform, CompassPPE™ empowers secondary marketing teams to be more responsive, supporting sales in consistently delivering competitive products at the best price. 

Drawing on CompassPPE™ technology, CompassCapture™ provides loan- or lead-specific analytics to help retail, consumer direct, or retention sales people to attract and close more deals.PPE™

Secondary Marketing 

Compass’s pipeline hedging solution,  CompassPoint™, arms capital markets professionals with the most powerful analytics to hedge a mortgage pipeline.  Given the breadth of the analytics, CompassPoint™ is used by lenders of all sizes and Compass’s hedge advisory services provides the guidance and expertise necessary to maximize Secondary Marketing performance.  Clients are empowered with the most granular and transparent model to better manage margins and hedge those margins through the life of the loan while making informed and intelligent trading decisions.  At the time of loan sale, the CompassBidTM platform, supports any execution strategy, and includes first to industry features such as true best-ex for servicing using loan-level MSR values versus SRP grids.    

 

Investors 

Compass solutions provide the market intelligence investors need to quickly and efficiently bid and buy the right loans at the right price.  Whether trading individual loans, pools, or bidding in the mini-bulk market, Compass investor tools enable unparalleled control of products and pricing, shadow bidding to help grow market share, comprehensive bid color, and support for niche markets like non-QM and CRA lending.   

 

Servicers 

Compass offers the industry’s most robust MSR valuation model that is employed by servicers to value over  95% of conventional and government servicing assets in the market today.  Analysts can utilize multiple assumption sets to value portfolios on a loan or aggregate level, using static or OAS valuations. The analytics provide loan-level adjusters to all valuation models and include integration to industry standard prepayment models.

When value is at risk, Compass Capture identifies loans or leads that are at risk of trading away or being pursued by other lenders.  CompassCapture℠ provides rigorous analysis that helps sales teams by applying the CompassPoint modeling and pricing engine capabilities to evaluate all loan scenarios.