Patent · US Active

Refinancing model

US7469225B1 · kind B1 · utility

33Cited by
1References
20Claims
0Family size

Assignee

Inventor

Key dates

Filing dateJun 22, 2005
Grant dateDec 23, 2008
Priority date
Expiry dateJul 8, 2026

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/00
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

A method for modeling a current expected prepayment spread for a mortgage-backed security (MBS) as a function of a current refinance activity is disclosed. According to various embodiments, the method comprises the steps of computing a historical MBS prepayment spread value and determining a historical refinance activity value for each of a plurality of historical time value. The historical MBS prepayment spread value and the corresponding historical refinance activity value define a data pair. The method further comprises the step of processing the data pairs corresponding to the plurality of historical time values to determine terms of a multiple-term mathematical formula that is used to calculate the current expected prepayment spread, wherein the terms of the formula include as a variable the current refinance activity.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.