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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
Clear
3 results for "purchase"
searching snippets, topics, speakers, and metric context
Varun KrishnaCEOPrepared remarks·Rocket Companies · Q1 2026Mar 2026

Origination volume of $24 billion in Q1 represented a 19% sequential increase, driven by the Fed's January cut and a refi pickup we hadn't seen since 2021. Rocket Pro TPO grew 28% sequentially as we deepened our broker relationships in the Southeast — Charleston, Tampa, and Phoenix were three of our top-15 metros for purchase growth.

growth+19%Q1 2026 origination volume QoQ
ratesrefiwholesalepurchaseregional
Mat IshbiaCEOPrepared remarks·UWM Holdings · Q1 2026Mar 2026

Florida and South Carolina remain our two strongest purchase markets. The Charleston metro continues to outperform — broker count there is up 22% year-over-year. We're investing in account executive coverage in the Southeast.

growth+22%Charleston broker count YoY
purchaseregionalbroker count
Terry SchmidtCEOPrepared remarks·Guild Holdings · Q1 2026Mar 2026

78% of our Q1 mix was purchase. Our Southeast region — North Carolina, South Carolina, Georgia, and Florida — remains our strongest geographic cluster. We added 47 LOs in the Southeast in Q1 and are continuing to recruit aggressively in those markets.

volume+78%Q1 2026 purchase mix
purchaseregionallo recruiting
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.