Monthly Loan Monitoring Survey

MBA initiated a weekly survey of forbearance and call center activity at the beginning of April, 2020. In December 2021, the survey transitioned to MBA's Monthly Loan Monitoring Survey. Subscribers will receive a 40 page report around the third week of every month (excluding holidays). The Monthly Loan Monitoring Survey provides data on:

• Servicing volume share by investor type
• Weekly borrower forbearance requests as a % of servicing volume (#)
• Total loans in forbearance as a % of servicing portfolio by investor
• % of Borrowers who were current at end of reporting month.
• % of loans in forbearance by investor type (IMBs vs banks)
• Weekly call center inquiries as a % of servicing portfolio volume
• Servicing volume share by Ginnie Mae Buyouts vs All other
• Monthly forbearance requests as % of servicing volume
• Percent of loans in forbearance by stage (initial forbearance plan, forbearance extensions and forbearance re-entries.)
• % of Forbearance extensions by total length of forbearance (less than 12 months or greater than 12 months.)
• Monthly forbearance exits as a % of servicing portfolio by investor
• Monthly forbearance exits by reason
• State level data including % of portfolio by state and % of loans that were current as of month end by state.
• % of inquiries handled via IVR vs call center agent
• Call center abandonment rate
• Average Speed to Answer (ASA) in minutes
• Average Handle Time (AHT) in minutes

This product is available in electronic version. Subscribers will receive an excel of data as well as a pdf containing charts. This subscription will begin with the next published report and continue for one-year or until the Monthly Loan Monitoring Survey is no longer produced. Subscribers will receive one email per month with the excel and pdf. Download sample files:  Subscription PDF, Historical File Excel

All data products are subject to SINGLE user license agreements. All sales are FINAL and all charges from those sales are non-refundable. All sales are FINAL and all charges from those sales are non-refundable. MBA has a NO REFUND POLICY with electronic files. When you click "purchase" on the final confirmation page, you are agreeing to the above terms.