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HedgeAdvisor® - HedgeAdvisory’s proprietary software - enables mortgage originators to manage the interest rate risk associated with their mortgage production. HedgeAdvisor®  analyzes loan and trade level data to provide pipeline, inventory and loan sale solutions via real-time reporting.

Line Level Analysis

HedgeAdvisor® performs pricing, mark-to-market, best execution, pull-thru, hedge ratio and sensitivity analysis on a loan and trade level basis.  The system aggregates and analyzes historical data to constantly update model assumptions for improved accuracy. 

Client Specific

HedgeAdvisor®uses client specific data to develop a customized hedge and loan sale strategy.  We gain valuable insights from each client’s unique origination platform and match opportunities to the specific way you conduct your business.

Critical model components such as pull-through and hedge ratios are developed specifically for each client for a truly, client specific loan sale solution.  

Real-time Reporting

 

HedgeAdvisor® reporting was specifically designed so anyone – regardless of secondary marketing experience - can understand and act on the information.  As a result, HedgeAdvisor®’s reports meet the needs of traders, secondary marketing staff, accountants, auditors and senior management.  Reports are designed for executive, production, operations and accounting functions and can be modified to a client’s specific request. 

 

Most importantly all reports are derived using real-time loan, trade and market data so that hedging and loan sale decisions can be made instantly, as needed.  HedgeAdvisor® provides the data needed to trade your position instantly in the current market to virtually eliminate market risk.

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