v3.26.1
WAREHOUSE AND CORPORATE NOTES PAYABLE
6 Months Ended
Jun. 30, 2026
WAREHOUSE AND CORPORATE NOTES PAYABLE  
WAREHOUSE AND CORPORATE NOTES PAYABLE

NOTE 7—WAREHOUSE AND CORPORATE NOTES PAYABLE

Warehouse Facilities

As of June 30, 2026, to provide financing to borrowers under the Agencies’ programs, the Company had committed and uncommitted warehouse lines of credit in the amount of $4.6 billion with certain national banks and a $1.5 billion uncommitted facility with Fannie Mae (collectively, the “Agency Warehouse Facilities”). In support of these Agency Warehouse Facilities, the Company has pledged substantially all of its loans held for sale under the Company’s approved programs. The Company’s ability to originate mortgage loans for sale depends upon its ability to secure and maintain these types of short-term financings on acceptable terms.

The interest rate for all the Company’s warehouse facilities is based on an Adjusted Term Secured Overnight Financing Rate (“SOFR”). The maximum amount and outstanding borrowings under Warehouse notes payable as of June 30, 2026 follow:

June 30, 2026

(dollars in thousands)

  ​ ​ ​

Committed

  ​ ​ ​

Uncommitted

Total Facility

Outstanding

  ​ ​ ​

  ​ ​ ​

Facility

Amount

Amount

Capacity

Balance

Interest rate(1)

Agency Warehouse Facility #1

$

325,000

250,000

575,000

$

16,026

 

SOFR plus 1.20%

Agency Warehouse Facility #2

 

700,000

300,000

1,000,000

 

575,695

SOFR plus 1.20%

Agency Warehouse Facility #3

 

425,000

425,000

850,000

 

73,550

 

SOFR plus 1.30%

Agency Warehouse Facility #4

150,000

225,000

375,000

193,304

SOFR plus 1.30% to 1.35%

Agency Warehouse Facility #5

1,000,000

1,000,000

354,808

SOFR plus 1.45%

Agency Warehouse Facility #6 (1)

750,000

750,000

15,817

SOFR plus 1.30% to 1.40%

Total National Bank Agency Warehouse Facilities

$

1,600,000

2,950,000

4,550,000

$

1,229,200

Fannie Mae repurchase agreement, uncommitted line and open maturity

 

1,500,000

1,500,000

 

155,508

 

Total Agency Warehouse Facilities

$

1,600,000

4,450,000

6,050,000

$

1,384,708

(1)Includes borrowings under pre-Agency sublimit.

During 2026, the following amendments to the Company’s Agency Warehouse Facilities were executed in the normal course of business to support the Company’s business. No other material modifications have been made to the Agency Warehouse Facilities during the year.

The interest rate of Agency Warehouse Facility #1 decreased from SOFR plus 130 basis points to SOFR plus 120 basis points.

The maturity date of Agency Warehouse Facility #2 was extended to March 1, 2027, and the interest rate decreased from SOFR plus 130 basis points to SOFR plus 120 basis points.

During the third quarter of 2026, the maturity date of Agency Warehouse Facility #3 was extended to August 13, 2026.

The maturity date of Agency Warehouse Facility #4 was extended to June 22, 2027.

On May 29, 2026, the Company executed an agreement to establish Agency Warehouse Facility #6. The Company has a master repurchase agreement with a multinational bank for a $750.0 million uncommitted advance credit facility that is scheduled to mature on May

28, 2027. The facility provides the Company with the ability to fund Agency loans up to the uncommitted amount and has a sublimit of $188 million for certain loans that are bridge loans (“pre-Agency loans”). Advances for Agency loans are made at 100% of loan balances and bear interest at a rate of SOFR plus 130 basis points. Advances for Fannie Mae and Freddie Mac pre-Agency loans are made at 95% of loan balances for 180 days and 90% of loan balances thereafter. Advances for HUD and FHA pre-Agency loans are made at 90% of loan balances for 180 days and 85% of loan balances thereafter. All pre-Agency loans bear interest at SOFR plus 130 basis points for 180 days and SOFR plus 140 basis points thereafter.

Corporate Notes Payable

The Company has a senior secured credit agreement, which has been amended several times, that provides for $450.0 million term loan (the “Term Loan”) and a revolving credit facility of $50.0 million. As of June 30, 2026, the balance of the Term Loan was $444.4 million, and the revolving credit facility did not have an outstanding balance. The Company also had $400.0 million aggregate principal amount and balance outstanding of senior unsecured notes due 2033 (“Senior Notes”) as of June 30, 2026.

The warehouse facilities and corporate notes payable are subject to various financial covenants. The Company is in compliance with all of these financial covenants as of June 30, 2026.