PGR: MBA & STRATMOR Peer Group Roundtable Program

Share on FacebookTweet about this on TwitterShare on LinkedInShare on Google+

The Mortgage Industry’s Most Comprehensive Financial and Operational Performance Data

The Mortgage Bankers Association (MBA) and STRATMOR Group have conducted the Peer Group Roundtable program (PGR) since 1998. In addition to capturing the industry’s most comprehensive financial and operating performance data, the PGR creates a forum for participating mortgage banking companies to review and discuss their financial results and operating practices with their peers.

Benchmarking tools have become increasingly more important in today’s changing business environment. In the PGR program, participating lenders provide comprehensive and timely data relating to their production and servicing operations. Large prime lenders compile data on a semi-annual basis (June 30 and December 31). Smaller lenders take part in the data collection effort once per year (December 31). While compiling the data is no small task, our lenders tell us that the value they derive is well worth the effort. PGR data is regarded as the most comprehensive, timely and accurate benchmarking data in the industry.

Comprehensive Quantitative and Qualitative Data

Our process begins with the collection of loan production and servicing data via the web. About two weeks after the end of the reporting period, we send all participants detailed instructions and definitions for completing our on-line survey.

The data inputs are thoroughly reviewed by MBA and STRATMOR personnel, who follow-up individually with companies to ensure completeness, accuracy and consistency. Once the data has been “scrubbed” and adjustments have been made, we provide meeting books to participants generally one week before the roundtable meetings. These 100+ page data books display financial and operating metrics for each individual company within a given peer group. Each book also summarizes simple and weighted average aggregate totals for all other peer groups.

Real Off-Site Roundtable Discussion Meetings

Survey participants discuss results and business trends through roundtable meetings at an off-site location. These meetings, organized by peer grouping, allow companies to network and share ideas and issues with similar peers. For each peer group meeting, STRATMOR compiles a detailed presentation of historical trends and analyses of the most current data series. Our participants consistently tell us that they derive unparalleled value from the dialogue at our roundtable meetings, which are an integral part of our program.


To find out more about the PGR program and how your company can participate, click here.