Lykken on Lending

Created by mortgage professionals for mortgage professionals,

Lykken on Lending is a weekly 60-minute podcast hosted by mortgage veteran, David Lykken, and co-hosted by Marc Helm.

Joining the program each week is Adam DeSanctis with his weekly MBA Mortgage Minute, Les Parker with his Macro Market Update, Matt Graham with a weekly Market Update, David Kittle with Originations Update, Alice Alvey providing a Legislative Update, Allen Pollack with his weekly Tech Update.

The weekly updates are followed by the Hot Topic segment, which is an in-depth discussion about one of the hottest topics related to the mortgage industry.

The program can be heard live each Monday at noon central or downloaded as a podcast.

Each week thousands of industry professionals have found this to be an effective way to stay up on all that is happening in the mortgage industry.

This broadcast is provided to the mortgage industry as a public service compliment of Transformational Mortgage Solutions.

We invite you to join us to listen and learn.

Last refreshed: July 14th, 2025 at 5:52 PM ⓘ

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Episodes

Rates, Risk, and Reality: The Crosscurrents Reshaping Housing and Lending - 7/07/2025 Weekly Mortgage Update commentary

As the mortgage industry grapples with rising delinquencies, affordability challenges, and conflicting economic signals, this week’s Lykken on Lending roundtable digs deep into the crosscurrents shaping the market. From the fallout of a $5 trillion tax bill to the Fed’s increasingly scrutinized stance on rate cuts, our experts explore how political pressure, global deflation from China, and shifting investor sentiment are impacting rates, housing demand, and credit risk. With FHA delinquencies n...

Jul 12, 2025•25 min

CFPB Budget Cuts and the Affordable Housing Opportunity - Legislative Update by Alice Alvey

This podcast segment explains how the recent federal tax bill halves CFPB’s funding and explores how loosening FHA guidelines on manufactured housing could be a strategic solution to today’s affordability crisis. ------------------------------------------------------------------ Alice Alvey , Master CMB Vice President Partner Education and Training at Union Home Mortgage She handles development of their World Class Training program designed to support UHM partners and organizational effectivenes...

Jul 11, 2025•4 min

Jobs Report Jitters and the Fed’s Balancing Act - Market Update by Matt Graham

This podcast segment breaks down how a stronger-than-expected jobs report, combined with conflicting labor market signals, disrupted a bond rally and reshaped expectations for Fed rate cuts heading into July CPI data. ----------------------------------------------------- Matt began as an originator in 2002. He fell in love with the idea of following MBS in real-time but felt that existing products were only scratching the surface. Thus was born MBS Live in 2007, the first-of-its-kind platform wi...

Jul 11, 2025•5 min

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