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.
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.
Gain-on-sale margin compressed 18 basis points QoQ to 296 bps as the broader market followed our pricing. We expect Q2 GoS in the 280-310 range, dependent on competitor behavior and the rate path.
On the broker channel, can you talk about the tradeoff between Rocket Pro TPO growth and the impact on retail GoS? Are you seeing pricing cannibalization between the two channels?
Q2 funded volume guide is $32-36 billion. Gain-on-sale 90-110 basis points. We're committed to the broker channel and willing to absorb margin volatility to maintain market share.
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.