TBA Services

 

Caine Mitter offers all the market analysis, data management, risk assessment, hedging, bidding agent, and advisory services required for an HFA to run a successful, risk mitigated TBA program:

  • Daily (or more frequent) mortgage rate sheets

  • Competitive TBA, specified pool, and interest only CMO trading

  • Rate lock commitment and mortgage pipeline data processing

  • Risk analysis, dynamic portfolio hedging, and daily reporting

  • Broker / dealer selection, opening accounts, and document negotiation

  • Portfolio valuation and margin verification

  • Trade record keeping, settlement processing, and other portfolio maintenance (rolls, assignments, swaps, etc)

  • Historical performance, profitability, and performance

  • Prepayment speed analytics

  • Consultation on program structure and product offerings

  • Market informed pooling instructions for pay up optimization


 

Copyright © 2024 Caine Mitter & Associates Incorporated. All rights reserved.

Caine & Midgely (1978 – 1981), Caine Gressel Midgely Slater (1981 – 1991), CGMS (1991 – 1998) were predecessor firms to Caine Mitter (1998 – present). Historical statistics relating to the activity of Caine Mitter from 1978 to 1998 refer only to activities conducted within those firms by individuals that ultimately went on to form Caine Mitter.

Information relating to employees and the firm's primary office is as of November 1, 2024. Information relating to clients of the firm is as of November 1, 2024. All other information is as of January 1, 2024.