Title Market Intelligence Dashboard

Latest signal changes

updated Aug 6, 2026

Redfin price-drop share rose +1.70 pp, while Housing Starts rose +228. Net read is defensive — the biggest movers cut against order-volume tailwinds; expect downstream softness in 4–8 weeks. Watch Redfin price-drop share — it's the largest mover and feeds title order volume this month.

04060100
Title Market Health Index
47

Softening

Computed from 11.9 of 13.7 weighted inputs · 1.8 excluded
  • Redfin: Active Listings w/ Price Drop (US)0.59 of 12 mo
  • ALTA Title Premium Volume0.42 of 12 mo
  • Single-Family Mortgage Delinquency0.3quarterly
  • FNF Open Title Orders0.35 of 12 mo
  • Case-Shiller National HPI0.2105d stale
  • Median Sales Price of Houses0.1quarterly
Scored 2026-08-14·Data through 2026-08-13·23 live contributors
+1.8 ptsWoW30d range 4550

Composite reads 47 (softening); 10-Year Treasury Yield is the largest mover (-0.07 pp).

51 live·0 stale·0 missing·51 total·23 updated in 7d

Forecast

· single mechanical model — driver contributions shown honestly
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Forecast Reliability

calibration scorecard

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Market Pulse

· the five we'd check first — expand Leading below for the full set
freshAug 13, 2026
10-YR
10-Year Treasury Yield
4.68%
−0.02 pp
LEADS ratesAug 2026 · rel. Aug 13 · 1-day lag · NSA
freshAug 13, 2026
30-YR
30-Year Fixed Mortgage Rate
6.67%
−0.02 pp
LEADS demandwk ending Aug 13 · rel. Aug 13 · 0-day lag · NSA
Jul 24, 2026
Building Permits
1,374
−36.0
LEADS startsJun 2026 · rel. Jul 24 · 8-wk lag · SA
freshAug 12, 2026
MBA Purchase Apps, WoW % (SA)
3.00
+7.00
LEADS ~4-8wkwk ending Aug 7 · rel. Aug 12 · 5-day lag · SA
freshAug 12, 2026
MBA Composite Apps, WoW % (SA)
3.60
+6.50
LEADS ~4-8wkwk ending Aug 7 · rel. Aug 12 · 5-day lag · SA
freshAug 13, 2026
10-YR
10-Year Treasury Yield
4.68%
−0.02 pp
LEADS ratesAug 2026 · rel. Aug 13 · 1-day lag · NSA
freshAug 13, 2026
30-YR
30-Year Fixed Mortgage Rate
6.67%
−0.02 pp
LEADS demandwk ending Aug 13 · rel. Aug 13 · 0-day lag · NSA
freshAug 12, 2026
MBA Purchase Apps, WoW % (SA)
3.00
+7.00
LEADS ~4-8wkwk ending Aug 7 · rel. Aug 12 · 5-day lag · SA
freshAug 13, 2026
15-YR
15-Year Fixed Mortgage Rate
5.96%
−0.05 pp
LEADS demandwk ending Aug 13 · rel. Aug 13 · 0-day lag · NSA
freshAug 12, 2026
MBA Composite Apps, WoW % (SA)
3.60
+6.50
LEADS ~4-8wkwk ending Aug 7 · rel. Aug 12 · 5-day lag · SA
freshAug 12, 2026
MBA Refi Index, WoW %
5.00
+7.00
LEADS refi title ~4-8wkwk ending Aug 7 · rel. Aug 12 · 5-day lag · NSA
freshAug 14, 2026
30-YR
OBMMI 30-yr Conforming (daily, via FRED)
6.65%
−0.05 pp
LEADS demandAug 2026 · rel. Aug 14 · 2-day lag · NSA
freshAug 11, 2026
NAHB Builder Confidence (HMI)
34.0
−2.00
LEADS new-buildJul 2026 · rel. Aug 11 · 6-wk lag · SA
Jul 24, 2026
Building Permits
1,374
−36.0
LEADS startsJun 2026 · rel. Jul 24 · 8-wk lag · SA
Aug 6, 2026
Redfin: New Listings (US)
354,313
+3,803
LEADS supply ~4wkwk ending Aug 2 · rel. Aug 6 · 4-day lag · NSA
Aug 6, 2026
Realtor.com: New Listings (US)
423,732
−39,748
LEADS supply ~4wkJul 2026 · rel. Aug 6 · 5-wk lag · NSA
freshAug 12, 2026
Refi Share of Apps, %
40.7
+0.80
COINCIDENTwk ending Aug 7 · rel. Aug 12 · 5-day lag · NSA
freshAug 12, 2026
MBA Purchase Apps, YoY %
-1.00
+2.00
CONTEXTwk ending Aug 7 · rel. Aug 12 · 5-day lag · NSA
freshAug 12, 2026
Existing Home Sales (SAAR)
4,060,000
−70,000
COINCIDENTJul 2026 · rel. Aug 12 · 6-wk lag · SA
freshAug 12, 2026
Existing-Home Months' Supply
4.60
0.00
COINCIDENTJul 2026 · rel. Aug 12 · 6-wk lag · NSA
freshAug 12, 2026
Existing-Home Inventory
1,540,000
−30,000
COINCIDENTJul 2026 · rel. Aug 12 · 6-wk lag · NSA
Jul 26, 2026
New 1-Family Houses Sold
628.0
+10.0
COINCIDENTJun 2026 · rel. Jul 26 · 8-wk lag · SA
Jul 26, 2026
New-Home Months' Supply
9.30
−0.10
COINCIDENTJun 2026 · rel. Jul 26 · 8-wk lag · NSA
Jul 17, 2026
Housing Starts
1,427
+228.0
COINCIDENTJun 2026 · rel. Jul 17 · 7-wk lag · SA
Aug 6, 2026
Redfin: Active Listings w/ Price Drop (US)
21.50%
+1.70 pp
COINCIDENTwk ending Aug 2 · rel. Aug 6 · 4-day lag · NSA
Aug 6, 2026
Realtor.com: Price-Drop Share (US)
20.01%
+1.22 pp
COINCIDENTJul 2026 · rel. Aug 6 · 5-wk lag · NSA
Aug 6, 2026
Redfin: Days on Market (US)
41.0
+1.00
COINCIDENTwk ending Aug 2 · rel. Aug 6 · 4-day lag · NSA
Aug 6, 2026
Realtor.com: Days on Market (US)
57.0
+4.00
COINCIDENTJul 2026 · rel. Aug 6 · 5-wk lag · NSA
Aug 6, 2026
Realtor.com: Active Listings (US)
1,126,252
+23,637
CONTEXTJul 2026 · rel. Aug 6 · 5-wk lag · NSA
freshAug 14, 2026
First American Open Title Orders (US direct ops only)
124,214
−5,171
LAGS ~2wkJul 2026 · rel. Aug 14 · 6-wk lag · NSA

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.

freshAug 14, 2026
First American Closed Title Orders (US direct ops only)
97,599
+993.0
LAGS ~2wkJul 2026 · rel. Aug 14 · 6-wk lag · NSA

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.

Title underwriters →
Jul 31, 2026
Case-Shiller National HPI
335.1
+2.12
LAGS ~2moMay 2026 · rel. Jul 31 · 3-mo lag · NSA
freshAug 11, 2026
Median Sales Price of Houses
$410,700
+$2,200
LAGS 1qApr 2026 · rel. Aug 11 · 4-mo lag · NSA
Jul 21, 2026
Single-Family Mortgage Delinquency
1.89%
+0.10 pp
LAGS 1qJan 2026 · rel. Jul 21 · 7-mo lag · SA
Jun 15, 2026
ALTA Title Premium Volume
$4,500M
+$600M
LAGS ~3moMar 2026 · rel. Jun 15 · 3-mo lag · NSA

Quarterly ALTA Market Share Analysis; parsed deterministically from ALTA's press release. Prior-quarter history before the current release is limited to the year-ago comparator ALTA states.

Aug 6, 2026
FNF Open Title Orders
391.0
+2.00
LAGS 1qJun 2026 · rel. Aug 6 · 5-wk lag · NSA

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.

Aug 4, 2026
Stewart Open Title Orders
92.5
+7.84
LAGS 1qJun 2026 · rel. Aug 4 · 5-wk lag · NSA

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.

Aug 6, 2026
FNF Closed Title Orders
273.0
+39.0
LAGS 1qJun 2026 · rel. Aug 6 · 5-wk lag · NSA

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.

Aug 6, 2026
FNF Fee Per File
$4,107
+$452
LAGS 1qJun 2026 · rel. Aug 6 · 5-wk lag · NSA
Aug 4, 2026
Stewart Closed Title Orders
61.3
+12.7
LAGS 1qJun 2026 · rel. Aug 4 · 5-wk lag · NSA

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.

Aug 6, 2026
FNF Direct Title Premiums
$767M
+$184M
LAGS 1qJun 2026 · rel. Aug 6 · 5-wk lag · NSA
Aug 6, 2026
FNF Agency Title Premiums
$967M
+$179M
LAGS 1qJun 2026 · rel. Aug 6 · 5-wk lag · NSA

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.

Aug 6, 2026
FNF Escrow, Title-Related and Other Fees
$1,173M
+$62M
LAGS 1qJun 2026 · rel. Aug 6 · 5-wk lag · NSA
Jul 23, 2026
First American Agent Premiums
$658.6M
+$56M
LAGS 1qJun 2026 · rel. Jul 23 · 3-wk lag · NSA

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.

Aug 4, 2026
Stewart Agency Title Premiums
$314.89M
+$39M
LAGS 1qJun 2026 · rel. Aug 4 · 5-wk lag · NSA

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.

Aug 4, 2026
Fed Funds Rate
3.63%
0.00 pp
CONTEXTJul 2026 · rel. Aug 4 · 5-wk lag · NSA
freshAug 8, 2026
Unemployment Rate
4.10%
−0.10 pp
CONTEXTJul 2026 · rel. Aug 8 · 5-wk lag · SA
freshAug 8, 2026
Nonfarm Payrolls
158,858
−23.0
CONTEXTJul 2026 · rel. Aug 8 · 5-wk lag · SA
freshAug 13, 2026
CPI (Headline)
332.8
+0.25
CONTEXTJul 2026 · rel. Aug 13 · 6-wk lag · SA
Jul 31, 2026
Core PCE (Fed Target)
130.3
+0.17
CONTEXTJun 2026 · rel. Jul 31 · 2-mo lag · SA
freshAug 12, 2026
Core CPI (ex Food & Energy)
336.8
+0.72
CONTEXTJul 2026 · rel. Aug 12 · 6-wk lag · SA
freshAug 14, 2026
Shelter CPI
358.9
+0.52
CONTEXTJul 2026 · rel. Aug 14 · 6-wk lag · SA
freshAug 13, 2026
Yield Curve (10Y − 2Y)
0.48%
0.00 pp
LEADINGAug 2026 · rel. Aug 13 · 0-day lag · NSA
freshAug 14, 2026
Producer Price Index: Corrugated & Solid Fiber Boxes
492.5
+10.7
LEADINGJul 2026 · rel. Aug 14 · 6-wk lag · NSA
Jul 14, 2026
Copper Price (Global, USD/MT)
13,552
+39.9
LEADINGJun 2026 · rel. Jul 14 · 6-wk lag · NSA
Aug 2, 2026
UMich Consumer Sentiment
49.5
+4.70
LEADINGJun 2026 · rel. Aug 2 · 2-mo lag · NSA

Macro Leading Indicators

· five cross-cycle signals · not weighted into the Health Index
Yield Curve (10Y − 2Y)
0.48%
+2.1%
As of 2026-08-13 · T10Y2Y
Building Permits
1.37M
-2.6%
As of 2026-06-01 · PERMIT
Cardboard PPI
492.5
+2.2%
As of 2026-07-01 · PCU322211322211
Copper Price
$13,552
+0.3%
As of 2026-06-01 · PCOPPUSDM
Consumer Sentiment
49.5
+10.5%
As of 2026-06-01 · UMCSENT
Yield Curve (10Y − 2Y)
%
Building Permits
K units, SAAR
Cardboard PPI
index
Copper Price
USD/MT
Consumer Sentiment
index
BellwetherBoard·Latest data refresh: Aug 14, 2026, 12:00 AM UTC·Methodology·SA = seasonally adjusted · NSA = not seasonally adjusted

Data is aggregated from public sources including FRED, MBA, NAHB, NAR, Realtor.com, and Freddie Mac. BellwetherBoard is an analytical tool, not investment advice; every tile shows its own release date and cadence so you can weigh it accordingly.