Monthly Deep — the one you forward to your team
Delivered the first business day of each month. The thorough one. Every section tells you what changed, why it matters, and what to do about it.
Inside every monthly deep dive
- Compliance audit — every regulatory change in the prior month, mapped to your daily workflow
- Rate environment review — 30-day rate path, MBS spread, and a forward-looking thesis
- Competitive landscape — named-sponsor scan: who in your local market posted what, what worked, what got flagged
- Market position analysis — where the originator opportunity is right now (purchase / refi / DSCR / reverse mix)
- Compliance pattern report — anonymized examples of posts/ads that got pulled, with the regulatory citation
- Strategy memo — 1 high-conviction recommendation for the month ahead
Includes printable PDF
Each monthly deep is delivered as both an in-line email AND a polished printable PDF — designed to live on your desk through the month, get marked up, and forwarded to your team.
Who it's for
Originator owners + branch managers + LO teams that treat compliance + market intelligence as a competitive moat — not a chore. Premium intelligence at coffee-money pricing.
The premium tier
$9.95/mo billed monthly. Cancel anytime. Each report takes hours to produce and is engineered to give you back days of research time.