3 Reasons Rocket's Redfin and Mr. Cooper Deals Matter скачать в хорошем качестве

3 Reasons Rocket's Redfin and Mr. Cooper Deals Matter

Why Rocket bought Redfin and Mr. Cooper — and what it means for investors. CFO Brian Brown lays out how cross‑sell, servicing scale, synergies and AI could change Rocket's economics. Acquisition thesis: Redfin expands top‑of‑funnel relationships; Mr. Cooper scales servicing to boost lifetime value. Early traction: Redfin drove ~500,000 mortgage apps and has ~50M monthly users; attach rate rose to ~42% (50% goal). Synergies & costs: Management targets $140M of expense synergies with a two‑year realization plan. Recapture advantage: Rocket cites ~80% recapture vs. ~50% for Mr. Cooper, supporting aggressive front‑end pricing. Technology moat: Proprietary origination/servicing systems, ~30+ petabytes of data and AI aim to cut per‑loan costs. What to watch: attach/recapture, realized synergies, servicing growth, AI productivity, and housing/rate cycles. ------------------------------------------------------------------------ This video is brought to you by The Motley Fool. Visit https://fool.com/Invest to get access to this special offer. The Motley Fool Stock Advisor returns are 1,035% as of 11/17/2025 and measured against the S&P 500 returns of 191% as of 11/17/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. ------------------------------------------------------------------------