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29 Sep 2025
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Autumn Buzz. Construction, Wealth/Relationship Lending, Doctor programs, and more.
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<div style="text-align:left">As autumn leaves mark the transition from summer, the mortgage industry continues to buzz with inquiries about specialized lending programs. Banks and Independent Mortgage Banks (IMBs) remain eager for competitive intelligence, and Heitman is at the center of the conversation. Here are some of the latest highlights:
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<b>Construction Loans Remain in Demand:</b>
Interest in construction lending continues to surge. Heitman has received numerous inquiries over the past month, with even more projects entering the pipeline.
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<b>Rate Lock Extensions Under Review:</b>
As interest rates trend downward, lenders are revisiting their lock extension policies. Expect this topic to gain traction in upcoming discussions.
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<b>Lender Fee & Nonconforming Underwriting Reports:</b>
Our popular reports are making the rounds again. We’re already fielding questions and will be reaching out soon to confirm your participation. If you haven’t joined before, now is a great time to get involved—just reach out.
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<b>Doctor Loan Programs: Pricing & Details
:</b> We continue to receive strong interest in Doctor Loans. Whether you're looking for pricing or program specifics, Heitman has you covered.
<br/><b>Private Banking & Relationship Pricing:</b>
Private Bank, Wealth Management, and relationship-based pricing remain hot topics. We provide regular updates and detailed program insights to keep you informed.
<br/><b>Enhanced Online Pricing Engine Tools
:</b> Users of our online pricing engine can now build and schedule custom report queries. New features include normalized rate data for easier par rate comparisons.<br/>
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Join Us at the Mortgage Bankers Annual Conference: </b>
Heitman will be attending the Mortgage Bankers Annual Conference in Las Vegas. If you’d like to schedule a meeting to explore our offerings, ask questions, or simply connect, we’d love to hear from you. We value every opportunity to engage with our community of lenders, industry partners, and anyone seeking expert support.</div>
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Autumn Buzz. Construction, Wealth/Relationship Lending, Doctor programs, and more.
As autumn leaves mark the transition from summer, the mortgage industry continues to buzz with inquiries about specialized lend...
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21 Jul 2025
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Busy is a Good Sign
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<div style="text-align:left">As mid-summer brings improved mortgage rates, the Heitman Team has been moving full speed ahead. We’re seeing a surge in activity and are working diligently to respond to program research requests as quickly as possible. Here are a few key highlights from our latest updates:<br/>
<br/><b>Relock / Float Down / Rate Renegotiation Report</b><br/>
With the recent market improvements, we’ve refreshed our report to provide greater clarity on lender options for relocking to market rates and “reprice” programs. If you’re navigating rate renegotiations, this update is a must-read.<br/>
<br/><b>Restricted Stock Units</b><br/>
RSUs are back in the spotlight. We’ve expanded our report with new data points and insights to help you better understand how these compensation structures impact mortgage qualification and planning.<br/>
<br/><b>Guam Pricing</b><br/>
Interest in Guam mortgage pricing is growing—and we’re listening. We’re looking to expand our pricing reports to include this U.S. territory. Stay tuned for more details soon.<br/><br/>
We appreciate your continued trust and partnership. If you have questions or need tailored insights, don’t hesitate to reach out. We’re here to help you navigate the evolving market with confidence.
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Busy is a Good Sign
As mid-summer brings improved mortgage rates, the Heitman Team has been moving full speed ahead. We’re seeing a surge in activi...
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02 Jun 2025
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Nonconforming Guidelines are out, changes coming for Private/Wealth reports.
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Thank you to everyone who took the time to meet at the MBA Secondary conference in New York. It is always great to put faces with the names, and to see others who I normally only see through the computer screen.<br/>
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<b>Nonconforming Underwriting</b>: Spring 2025 report is out! We’ve seen more lenders extend their jumbo programs up to 89.99% LTV, some new higher loan amounts on interest only products, and many updates on DTI and reserves.<br/>
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<b>Private Bank/Wealth Reporting</b>: Conforming products are now available for our Private Bank and Wealth Management rate surveys. This was an interesting roll out as many wealth lenders will have just one program, others will have an agency specific private/wealth agency product, and others will overlay their AUM incentives over a standard conforming product. Reach out to us if you have any questions or would like to enhance your report with more products. More news to come with some interesting updates in the queue for Private Wealth reporting.<br/>
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<b>Special Purpose Credit Programs</b> are back on the menu and reports are out. It’s an interesting time for this report and we’ve seen a few lenders pull their programs, while other are making changes and expanding to new MSAs.<br/>
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Nonconforming Guidelines are out, changes coming for Private/Wealth reports.
Thank you to everyone who took the time to meet at the MBA Secondary conference in New York. It is always great to put faces w...
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28 Apr 2025
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Special Purpose Credit Programs Back on the Menu
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<div style="text-align:left"><b>Special Purpose Credit Programs</b> are still a topic of conversation. So much so that Heitman now has scheduled releases in May and November. This will time nicely with the CRA/LMI report that gets released a month later in June and December. As with all of our reports, they are built and based on your feedback and questions, and we always encourage your participation.<br/>
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<b>Private Bank/Wealth Reporting: </b> We have exciting news and enhancements coming to our Private Bank and Wealth Management reporting. Again the culmination of feedback from all of you. More details to be announced soon or drop us a line to find out more. <br/>
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<b>Nonconforming Underwriting:</b> Almost all of the data is in and being reviewed. I know many of you are looking forward and anticipating the release. It is not too late to jump on board!<br/>
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<b>MBA Secondary in NYC:</b> Heitman will be attending the Secondary Marketing Conference in New York City May 19-21. If you have interest in meeting to go over offerings, introduce yourself, or just say hello, Erik would look forward to connecting.<br/>
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Thank you!</div>
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Special Purpose Credit Programs Back on the Menu
Special Purpose Credit Programs are still a topic of conversation. So much so that Heitman now has scheduled releases i...
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07 Apr 2025
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Report and Conference Updates
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<div style="text-align:left"><u>Nonconforming Underwriting:</u> The window is closing for the Spring refresh of Nonconforming underwriting guides. Get your order in soon!<br/>
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<u>Attorney Program Update: </u> For those that subscribe or have interest in our Dr. Loan and Professional Parameter Report, we have expanded the offerings on Attorney programs to include First National Bank of Omaha and 1st Advantage Credit Union.<br/>
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<u>Conference Update:</u> Heitman will be attending the Secondary Marketing Conference in New York City May 19-21. If you have interest in meeting to go over offerings, introduce yourself, or just say hello, Erik would look forward to connecting. <br/>
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Thank you<br/>
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Report and Conference Updates
Nonconforming Underwriting: The window is closing for the Spring refresh of Nonconforming underwriting guides. Get yo...
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10 Mar 2025
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Forty Years!
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<div style="text-align:left">Earlier in February Heitman Analytics celebrated its 40 year anniversary. For over four decades we have been serving the banking and mortgage industry with up to date program and pricing intelligence.<br/>
Reflecting on this milestone I wish to thank our wonderful family of clients. It is a pleasure working with each and every one of you. There are so many names and faces that have not only brought smiles and conversation, but ideas as well. Ideas that help us grow, challenge, and steadily improve the already industry leading intelligence reporting we are known for. <br/>
On top of our clients, I would also like to thank the wonderful team we have here at Heitman. I’ve been with the company for over half of its life and I feel absolutely sure this is the strongest team we have assembled. We remain committed to providing excellent service, reliable data, and as always listening to you, our clients, to enhance, grow and customize our offerings.<br/>
Thank you for being a part of our story. We look forward to many more years of serving you with the same dedication and care that have defined our company since day one. If we haven’t spoken for a while, please drop us line, we would love to catch up and see how we can help you meet your goals.<br/>
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Warmest regards,
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Erik Mills<br/>
President <br/>
Heitman Analytics
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Forty Years!
Earlier in February Heitman Analytics celebrated its 40 year anniversary. For over four decades we have been serving the banki...
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27 Jan 2025
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HELOCs, Construction, and Commercial/Multi-Family Lending
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Heitman is rolling into 2025 full steam ahead. HELOCs continue to be a the hot topic across our family of lenders and with such we are in process of an updated Home Equity Parameter report with the addition of more details around DTI as well as looking into Community/CRA Home Equity offerings.
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Guild will be replacing WaFd in out upcoming construction to Perm report as WaFd has opted out residential lending.
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Additionally we are offering specials on our weekly Multi-Family/Commercial lending reports. As always if you have any questions on the above or below report, please let us know. We are here to help you.
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data:image/png;base64,
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HELOCs, Construction, and Commercial/Multi-Family Lending
Heitman is rolling into 2025 full steam ahead. HELOCs continue to be a the hot topic across our family of lenders and with suc...
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