Automated
secondary marketing

Mage connects your mortgage systems, builds reusable domain knowledge, and applies your capital markets rules to automate secondary marketing

Loan locks
Hedge positions
Pricing rules
Investor bids
Price & lock
Compare bids
Forecast fundings
Match hedges
Build delivery
Desk report
Investor delivery
Desk updates

From loan locks to investor delivery

Pricing & lock desk
LN-204
30-year fixed6.25%
Locked
LN-205
30-year fixed6.375%
Locked
LN-206
15-year fixed5.75%
Eligible

Product pricing & lock management
Keep product eligibility, current pricing and lock changes aligned as each loan moves forward.

Matched hedge exposure
Expected fundings$16M
Short TBA$16M
$0Open notional

Pipeline hedging
See expected fundings and matched positions together, with changes in exposure visible before the next trade.

Investor bid comparison
01
Best eligible100.30 UPB pts
02
Next eligible100.24 UPB pts
03
Third eligible100.18 UPB pts
Sale tape

Loan trading & delivery
Compare eligible investor bids on the same loans and carry the selected execution through delivery.

Explore the platform

Manage more volume without growing the desk

Core automation target

99% less
manual work

Mage handles recurring reporting, hedge allocation and cash forecasting so your Capital Markets team can focus on execution.

Capacity

2.8× the
reporting capacity

Keep more pipeline reporting, hedge monitoring and investor analysis moving with the team you already have.

Reliable

Consistent
checks

Reuse your approved data and matching rules across recurring reporting, with exceptions surfaced for review.

How Mage fits

Connect your Capital Markets systems

Connect loan, hedge and investor data to allocations, margins and cash.

Your systems

Loan locks

Pricing rules

Hedge positions

  1. 1Product pricing & lock management
  2. 2Pipeline hedging
  3. 3Loan trading & delivery

Connected outputs

Desk report

Investor delivery

Desk updates

Explore enterprise

Bring secondary marketing into one workflow

Connect pricing, rate locks, hedging and investor delivery for your Capital Markets team.

Back to industry overview
ICE Encompass
Pricing and eligibility rules
Hedge positions
Investor bids
Operating rules
Secondary marketing✓ Delivered
Matched notional$16M
Best eligible bid100.30 UPB pts
Best eligible100.30 UPB pts
Next eligible100.24 UPB pts
Third eligible100.18 UPB pts
Investor deliverySale tape · S-204
✓ Delivered
Learn

Map your secondary desk

Connect loan, pricing, hedge and investor records. Agree your Capital Markets rules and cutoffs.

Design

Connect the processes

Link pricing, pipeline hedging and loan sales around the same loan records.

Automate

Launch secondary marketing

Validate the connected workflow and deliver recurring results to your Capital Markets team.

Plan your secondary marketing workflow

Tell us which secondary marketing processes your Capital Markets team wants to connect, which records they use, and where the results should go.

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