• Dallas
  • Denver
  • Houston

Financing for Mortgage Servicing Rights

There is no substitute for experience and MorVest's principals have experience with MSR financing going back to the early 1990's. MorVest is proud to serve as exclusive advisor to Customers Bank (NYSE: CUBI) on MSR financing. Options range from revolving sublimits of warehouse lines to term debt of up to 6 years for qualifying companies on FNMA and FHLMC MSR. Advances typically are at 60% of estimated fair value and other terms such as the debt repayment schedule can be customized for each borrower. 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 well received in the marketplace. MSR facilities were closed and funded for numerous companies in 2014 and 2015. Two more facilities have closed in Q1 2016 and we currently have a significant pipeline of deals in process. Our understanding of the MSR financing process including Agency acknowledgment agreements is unsurpassed and our legal documents are well refined. For more information, contact David Fleig at dfleig@MorVestCap.com or John Sullivan at jsullivan@MorVestCap.com.