at Calculated Risk on 10/24/2024 02:33:00 PM

From ICE: ICE First Look at Mortgage Performance: September Sees Prepayments at Two-Year High, Slowly Rising Mortgage Delinquencies

The national delinquency rate rose 14 basis points to 3.48% in Septemberup 4.3% from August and 5.7% year over year

• September marked the fourth consecutive year-over-year rise in mortgage delinquencies, the longest such stretch since early 2018 outside of the initial impact of the COVID pandemic

• A 5.9% bump brought serious delinquencies (90+ days past due but not yet in active foreclosure) to a 16-month high and delivered a second consecutive month of year-over-year increases

• 30-day delinquencies hit a three-month high and 60-day delinquencies were at the highest since January 2021; foreclosure activity remained muted, with both starts and sales/completions down in September

• The number of loans in active foreclosure was up marginally (+0.4%) month over month but down 12.5% ​​from this time last year and still 34% below pre-pandemic levels

• Prepayment activity rose to a level not seen since August 2022; a +2.5% increase from the month prior and up +43.2% from last September
emphasis added

Mortgage Delinquency RateClick on graph for larger image.

Here is a table from ICE.

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