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Competitive Intelligence Brief

What the public mortgage lenders just told their shareholders.

Structured read on 5 lender earnings calls —15 business lines with disclosed growth numbers, 11 metrics extracted, 1 strategic moves tagged, 0 companies' capital deployment tracked.

Snippets
13
Companies
5
Brands tracked
15
Biggest winner
+28.0%
Rocket Pro TPO
Biggest loser
-3.0%
Mr. Cooper Originate
M&A events
0
Movement Charleston
1
🚨
Movement Charleston mentioned on a competitor call
1 snippet flagged
Terry SchmidtCEOQ&A·Guild Holdings · Q1 2026Mar 2026

Charleston specifically has been a strong market for us. Our LO count there is up roughly 30% year-over-year and we see continued runway to add more. Movement Mortgage is the biggest brand presence locally; we recruit against them and are gaining ground.

growth+30%Charleston LO count YoY
regionallo recruitingcompetitor
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What lights up with an LLM key

Today the page combines the per-segment growth data from competitor_brand_sales with the snippet-level extracts from transcript_snippets — both hand-seeded for the last quarter. Set ANTHROPIC_API_KEY and the llm/transcript_extractor.py module processes raw transcripts automatically — Claude attributes speakers, extracts every number, every plan, every Movement Charleston mention. Same schema, same components, ~10x the depth of data.