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.
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.
Our recapture rate increased to 47% from 38% last quarter as the rate environment opened the refi window for more of our borrowers. Every 25-basis-point move pulls another 4-5 percentage points of borrowers into the in-the-money refi pool. Our servicing-led model is built for exactly this environment.
Servicing book is $640 billion UPB. We're modeling a sustained 30-year fixed below 6% as the catalyst for a meaningful refi wave; below 5.5% reactivates roughly 35% of our portfolio for in-the-money recapture.
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.