Mortgage companies risk intensifying the next recession, US officials warn

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US officials worry the next recession could be intensified by a cascading series of failures in the mortgage industry caused by crashing home prices, frozen financial markets and soaring delinquencies.

The US Financial Stability Oversight Council, a SWAT team of financial regulators formed after the 2008 crisis,on Friday about an increasingly influential corner of the industry that has largely escaped scrutiny: nonbank mortgage companies.

Despite the wonky term, nonbank mortgage companies have become vital players that make most home mortgages in the United States today.As of 2022, nonbank mortgage companies originated about two-thirds of US mortgages and owned the servicing rights on 54 per cent of mortgage balances, according to FSOC.In fact, nonbank mortgage servicers hold the servicing rights on nearly $6.3 trillion in unpaid balances on agency-backed mortgages - representing 70 per cent of the total.

To address liquidity pressure during a time of stress, regulators called for Congress to consider legislation to provide new authorities to Ginnie Mae to expand an assistance backdrop program. "Years of punitive regulatory capital treatment have already limited the willingness and ability of depository institutions to participate in the mortgage lending and servicing markets," Bob Broeksmit, president and CEO of the MBA, said in a"While we support national standards for capital and liquidity requirements, layering duplicative supervision requirements or supervisory entities onto a heavily regulated market will add significant cost and complexity.

"I am concerned that this recommendation could negatively impact the nonbank mortgage market, particularly for low- and moderate-income borrowers, communities of colour, first-time homebuyers, and veterans."

 

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