PHOENIX Premier Member

TRADING Marking its 21st anniversary as an industry-leading advisory firm for trading, mortgage servicing and analytics, Phoenix’s unrivaled execution has led to over $800 billion in successful MSR transactions since 2013. The Phoenix MSR trading desk offers an unmatched understanding of the MSR market across all ?ow and bulk structures. The Whole Loan trading desk provides strategic solutions and robust analytical capabilities. Our team’s track record includes the completion of thousands of purchase and sale transactions, including agency, non-agency, performing and sub-performing assets. MORTGAGE SERVICES Specializing in mortgage servicing oversight and loan level due diligence, the mortgage services desk conducts comprehensive audits, policy and procedure build-outs and asset management on a variety of mortgage servicing platforms ranging from under $1 billion to over $50 billion UPB. Mortgage services also performs loan level due diligence reviews, spanning pre-funding and post-close functions (including TRID). ANALYTICS Providing the most in-depth intelligence in the MSR and whole loan markets, the Phoenix analytics desk guides clients via MSR valuation, MSR accounting and MSR best execution (e.g., retain vs. release) services and value over $30 trillion of servicing rights annually, including two-thirds of the top 20 banks and mortgage servicers. Our analytics desk’s insight spans whole loan modeling, valuation, credit risk transfer exposure analysis and warehouse risk surveillance services. To learn more contact your Phoenix representative at (303) 892-7070, or by email at

1999 Broadway, Suite 4350
Denver, CO 80202

Phone: (303) 892-7070

Fax: (303) 892-7778


Social: Linked In

Organized since: 1997

Market Focus: Residential

Business Type: Other, Portfolio Analysis & Valuation, REO Management, Servicing Reviews

Business Territory: In the United States Only

Employees: 50

Key Contacts:
Seth Sprague
EVP- Trading & Analytics

Stephen Fleming
EVP - Trading

Sydney Dell
Marketing Lead