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.
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?
We're managing channel pricing carefully. The broker LO sells differently than our retail banker — they need a service-level differential, not just rate. We launched our broker-only Smart Match program in February to widen that moat.
Wholesale-only. Always wholesale-only. We funded $33 billion in Q1, our broker count crossed 13,500, and we expect to hit 14,000 by year-end. The brokers know UWM is the only wholesaler all-in on their channel — that's worth more than any pricing program.
Correspondent acquisitions of $30 billion grew 18% sequentially as smaller originators leaned on us for liquidity in a more volatile rate environment. Our government loan share remained at 41%, well above industry average — that's where the FHA / VA broker book is.
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.