Title Market Intelligence Dashboard
Latest signal changes
Housing Starts rose +228, while MBA purchase applications fell -10.0. Net read is defensive — the biggest movers cut against order-volume tailwinds; expect downstream softness in 4–8 weeks. Watch Housing Starts — it's the largest mover and feeds title order volume this month.
Softening
- NAHB Builder Confidence (HMI)0.60 of 12 mo
- Redfin: Active Listings w/ Price Drop (US)0.58 of 12 mo
- ALTA Title Premium Volume0.40 of 12 mo
- Single-Family Mortgage Delinquency0.3quarterly
- FNF Open Title Orders0.34 of 12 mo
- Median Sales Price of Houses0.1quarterly
Composite reads 45 (softening); 10-Year Treasury Yield is the largest mover (+0.23 pp).
Forecast
· single mechanical model — driver contributions shown honestlyForecast Reliability
calibration scorecardLoading…
Market Pulse
· the five we'd check first — expand Leading below for the full setDirect operations only. Agency-issued policies produce no order count anywhere, so this is not total market volume and must never be summed across underwriters. Per First American's own disclosure, their direct book disproportionately reflects the western US.
Direct operations only. Agency-issued policies produce no order count anywhere, so this is not total market volume and must never be summed across underwriters. Per First American's own disclosure, their direct book disproportionately reflects the western US.
Direct operations only. Agency-issued policies produce no order count anywhere, so this is not total market volume and must never be summed across underwriters.
Direct operations only. Agency-issued policies produce no order count anywhere, so this is not total market volume and must never be summed across underwriters.
Direct operations only. Agency-issued policies produce no order count anywhere, so this is not total market volume and must never be summed across underwriters.
Direct operations only. Agency-issued policies produce no order count anywhere, so this is not total market volume and must never be summed across underwriters.
Agency premium. Agent premiums are remitted and recorded on roughly a one-quarter lag relative to direct premiums, so this series lags the underlying transactions by more than the filing date suggests.
Macro Leading Indicators
· five cross-cycle signals · not weighted into the Health IndexIndustry News
· HousingWire · MND · Calculated Risk · ALTA- Housing Slowdown Spreads Beyond the Sun Belt
<p>The S&P Dow Jones Indices (S&P DJI) has published the results for February 2026 concerning the S&P Cotality Case-Shiller Indices. The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, which encompasses all nine U.S. census divisions, indicated a 0.7% annual increase for February. The 10-City Composite experienced an annual rise of 1.5%, a decrease from the 1.7% increase noted in the prior month. The 20-City Composite recorded a year-over-year growth of 0.9%, down from a 1.2% increase in the previous month.</p>
2026-07-31 - Mortgage Rates Back Near Long-Term Highs
To be fair, mortgage rates haven't been far from their long-term highs in over a week, but today's 30yr fixed index level of 6.83% is functionally equivalent to the actual long-term high of 6.85% seen on July 23rd. Higher rates are driven by weakness in the bond market. The latter can happen for many reasons. Sometimes those reasons are as simple as an economic report showing stronger job growth or higher inflation. Other times, the reasons are more esoteric. Today's bond market weakness may have been modestly influenced by this morning's Employment Cost Index, but the bigger issue was definit
2026-07-31 - How Compass used technology to chart its course to the top
Compass says its AI Assistant connects to 90+ tools as Home Platform rolls out to Anywhere firms, with franchise access planned for 2027.
2026-07-31 - Regional Divide Persists as Home Price Growth Edges Higher in May
Home price appreciation remained modest in May, according to data from both FHFA and the S&P Cotality Case-Shiller Home Price Indices . Although both reports showed annual price growth improving slightly from April, appreciation continued to trail inflation, underscoring a housing market where elevated mortgage rates, affordability pressures, and uneven regional performance continue to limit broader price gains. FHFA reported that U.S. house prices increased 0.3% on a seasonally adjusted basis in May, reversing April's 0.1% decline. On an annual basis, home prices were 2.2% higher than a year
2026-07-31 - Mortgage Applications Fall 6.4% as Rates Continue Upward March
Mortgage application activity pulled back last week as higher borrowing costs weighed on both home purchase and refinance demand. The Mortgage Bankers Association (MBA) reported a 6.4% decrease in total application volume on a seasonally adjusted basis for the week ending July 24. Purchase applications decreased 4% from the previous week on a seasonally adjusted basis but remained 3% higher than the same week one year ago. While housing inventory has improved in some markets, elevated mortgage rates continue to challenge affordability for many prospective buyers. Refinance activity weakened mo
2026-07-31 - Fed hawks are on the war path, sending mortgage rates higher
The 10-year yield hit 4.74% and mortgage rates rose to 6.83% as Fed hawks signaled multiple hikes and oil rose above $84.
2026-07-31