Mortgage Pipeline Hedging System


The Pipeline Hedging System exploited state-of-the-art financial and software technologies to provide a complete mortgage bank pipeline risk management system. LORGB's experience and expertise in derivative securities ensured that modern, effective hedging strategies were evaluated and recommended. This system provided both interest-rate exposure analysis and recommendations and daily mark-to-market of rate lock commitments, funded loans and hedge securities (futures, forwards and options).

Unique features of this system included:
  • Actual hedge cost accounting by individual rate lock commitment
  • Interactive hedge position investigation
  • Collection of actual fallout statistics for improved hedging performance
  • Recommendations and forecasted hedge costs based on the client's actual hedging policies and procedures

LORGB supported this application with a variety of services, including: daily transaction auditing; trade execution; verification and validation of hedging policies, procedures and executions; customization of reports, algorithms and input formats; and fallout analysis and modeling.

LORGR Investment Advisors. Inc.