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MSR Valuation & Analytics

MSR Valuation & Analytics

Leverage robust MSR valuation models, employed by servicers to value over 95% of conventional and government servicing assets in the market today.

CompassPoint℠ MSR Analytics leverages sophisticated CompassPoint data mapping tools to enable audit and import of portfolio loan data on a loan-level basis. Our MSR Analytics also provide loan-level adjusters to all valuation models, includes integration to industry standard prepayment models, and provides accurate and exportable reporting.

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MSR Valuations & Assumptions

Use/manage multiple different valuation assumptions and separate worksets for different users. Valuation assumptions are transmittable, allowing users to tie out with brokers that are using CompassPoint. Different valuation assumptions can be used for acquisition versus hedging needs.


Loan-Level Cash Flows

Leverage CompassPoint’s loan-level cash flow engine to get to the bottom of valuation changes. Test our sophisticated adjusters or assumption changes made to model with the cash flow engine before applying them to the whole portfolio.


Synergies with Pipeline

Tap into the same MSR valuation assumptions for pricing a new lock, marking the lock throughout the underwriting process and at the time of sale/capitalization.


Rate Shock Modeling

Define your own shocks for valuation impact analysis. Users can model rate sensitivity using static or OAS valuations. Want to model a specific rate path? Use CompassPoint’s user-defined rate shock to determine the number of steps and magnitude.


Scenario Analysis

Answer any question from the CFO with our advanced scenario functionality! What happens to the MSR portfolio when delinquencies increase by 10%? What if CPRs decrease by 5%? Using our Strat Batch tool, set up multiple scenarios to run in a batch. Worried about what your MSR portfolio might look like in 3-5 years? Use CompassPoint’s recapture and forward starting loan capability to deliver detailed projections to the C-Suite.


MSR Hedge Analytics

Are MSR portfolio valuation changes causing heartburn? Leverage CompassPoint’s MSR hedge analytics, including daily P&L, attribution and shock reports, as well as key rate durations reports to help in your MSR hedging. If you are looking to outsource the hedging of your MSR portfolio, our team of experts can help hedge your portfolio and provide daily reports/updates directly to you.