Chrisman Commentary

Today's Commentary · October 29, 2026

Oct. 29: Non-QM execution, real estate agent service, UAD 3.6, jumbo products; Freddie earnings: $3.2 billion and other F&F new

By Rob Chrisman

Artificial intelligence continues to capture the imagination of a wide range of companies, including lenders. “Why Underwriting Is the Right Problem for AI to Solve First,” is a topic on a recent Thought Leadership piece. It will be a topic on today’s The Big Picture with James Sais, the head of mortgage lending at Fifth Third Bank. You may be thinking about rolling AI out, but who’s in charge, you or it? In its IPO filing Monday, Anthropic (ANT) warned prospective investors that artificial intelligence...

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Thought Leadership

Capital Markets Recap – October 23, 2026 Robbie Chrisman
There Is No AI Strategy Reuven Gorsht
The GSEs Are Making Bold Moves to Support the Housing System and Taking on New Risks to Do It Sam Valverde

Today's Podcast

Recent Commentary

Oct. 29: Non-QM execution, real estate agent service, UAD 3.6, jumbo products; Freddie earnings: $3.2 billion and other F&F new

October 29

Artificial intelligence continues to capture the imagination of a wide range of companies, including lenders. “Why Underwriting Is the Right Problem for AI to Solve

Oct. 28: AI governance, license renewal, servicing transfer, SOC products; STRATMOR M&A biz; conferences ahead; Fannie’s solid earnings

October 28

The other day I went to Costco, and for $5.99 bought a pumpkin pie the size of a hubcap. What inflation? Costco’s hot dog/soda combo

Oct. 27: LO jobs; Appraisal review, equity, QC review tools; jumbo competition, Microsoft news implications? STRATMOR tech survey; MBA Homebase

October 27

The ancient Chinese philosopher Sun Tzu said, “Sometimes the best victory is the battle that was not fought.” In a shrinking residential market there are

Oct. 26: LO jobs, and recruiting service; Equity, reverse, non-Agency, UAD 3.6 products; What capital markets are watching

October 26

We have a little over a week until the election, but things have been heating up for a while. In the intersection of politics, government

The Lineup

Weekly Shows

Mon

Now, Next, Later

10am PT / 1pm ET

Wed

Mortgage Matters

10am PT / 1pm ET

Thurs

The Big Picture

12pm PT / 3pm ET

Fri

Last Word

10am PT / 1pm ET

Monthly Shows

1st Tue

Advisory Angle

11:00 AM PT / 2:00 PM ET

2ND Tue

Marketing Show

11:00 AM PT / 2:00 PM ET

3rd Tue

Mortgage Law Today

12:00 PM PT / 3:00 PM ET

4TH Tue

Mortgages with Millennials

10:00 AM PT / 1:00 PM ET

1st Wed

The AI Show

12:00 PM PT / 3:00 PM ET

2ND Wed

Capital Markets Wrap

12:00 PM PT / 3:00 PM ET

3rd Wed

Credit Committee

12:00 PM PT / 3:00 PM ET

4TH Wed

Recapture Wars

12:00 PM PT / 3:00 PM ET

Thought Leadership

Oct. 29: Non-QM execution, real estate agent service, UAD 3.6, jumbo products; Freddie earnings: $3.2 billion and other F&F new

Podcast

Oct 29 10.29.26 Fed Reaction; Sela’s Nate Becker on Voice Agents; Economic Data Swath

Oct 28 10.28.26 Fannie Mae Earnings; Steve Richman on Mortgage Industry Growth; Fed Decision Day

Oct 27 10.27.26 Origination Costs; Areal’s Argun Kilic on Automation; Second Guess the Fed

Thought Leadership

Recent Episodes

Oct 29 10.29.26 Fed Reaction; Sela’s Nate Becker on Voice Agents; Economic Data Swath

Oct 28 10.28.26 Fannie Mae Earnings; Steve Richman on Mortgage Industry Growth; Fed Decision Day

Oct 27 10.27.26 Origination Costs; Areal’s Argun Kilic on Automation; Second Guess the Fed

Oct 26 10.26.26 Politics and Lending; Stellar Innovations’ Anish Thomas on Fulfillment; Competing Rate Forces

Oct. 29: Non-QM execution, real estate agent service, UAD 3.6, jumbo products; Freddie earnings: $3.2 billion and other F&F new

Oct. 28: AI governance, license renewal, servicing transfer, SOC products; STRATMOR M&A biz; conferences ahead; Fannie’s solid earnings

Oct. 27: LO jobs; Appraisal review, equity, QC review tools; jumbo competition, Microsoft news implications? STRATMOR tech survey; MBA Homebase

Oct. 26: LO jobs, and recruiting service; Equity, reverse, non-Agency, UAD 3.6 products; What capital markets are watching

Capital Markets Recap – October 23, 2026

There Is No AI Strategy

The GSEs Are Making Bold Moves to Support the Housing System and Taking on New Risks to Do It