Cowen's Corner-Mortgage Market Update: Non-QM Loans, Fed Uncertainty, and a Stinky Situation

June 23, 2025
As I sat down this morning, I was excited to finally get back into a routine. The dust has settled with the kids, and one is back at the house. Then Cin and the dogs returned from a hike in the woods. She wanted to get them out early before the heat kicked in.
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I’ve mentioned this before, but here’s a quick refresher: a few years ago, we rescued a mutt named Opal. Not long after, she spent a few days at TLC, The Life Center. She’s now basically a car payment after we spent $16,000 to save her life. So, how does she show her gratitude? By rolling in crap. I mean crap. Dead stuff. It’s hard to describe the stench she finds. Just as I sat down to write this morning, she returned in all her glory. I think this is her third bath this week. Brutal… just brutal.

Product Spotlight: Non-QM Lending

Before we get into rates, I wanted to share a success story from this week and spotlight some newer product options we’ve added this year. Non-QM (Non-Qualified Mortgage) loans are becoming a bigger part of the lending landscape. I could write a full page on what a qualified mortgage is, but here’s the quick version:

Non-QM loan types include*:

  • Bank statement loans for self-employed borrowers (as little as a 12-month history)
  • Profit and loss loans, also for self-employed borrowers
  • Asset-based lending (no income or debt ratio required)
  • DSCR loans (Debt Service Coverage Ratio), where the rental property qualifies based on projected rents
  • Loans for foreign nationals
  • Non-warrantable condominiums

*This is not a commitment to lend by BCT. All loans are subject to approval.

This week, we closed a DSCR loan for a self-employed borrower, and the rate and terms were nearly identical to what he would’ve received through a traditional mortgage program. As these products continue to perform well, with default rates at or below expectations, we’re seeing more competitive pricing that closely mirrors conventional options. If you have questions about these loan types, feel free to reach out.

Market Talk: The Fed, Tariffs, and a Wait-and-See Approach

This week was a Fed meeting week, which always makes things interesting. While the market didn’t expect a short-term rate cut, this meeting included the release of the Governor’s Dot Plot, which lays out expectations for short-term rate movements in the coming months.

What we got was a mix of opinions, which isn’t surprising. Some expect an economic slowdown due to tariffs, while others believe tariffs will increase inflation. That divergence in thought is pretty common among economists. Either way, uncertainty remains, and the Fed continues with its wait-and-see approach as markets digest the long-term impact of trade policies.

Mortgage interest rates stayed relatively flat for the week and remain within the same narrow range we’ve seen for several months.

Final Thought: Keep It Light (and Clean)

Enjoy this summer-feeling weekend and try to keep your pets out of trouble (and out of the stink). As always, we’re here for any mortgage-related questions or needs.

-Steve-

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About the Company

Founded in 1871, BCT - Bank of Charles Town, also known as The Community's Bank, is a wholly owned subsidiary of Potomac Bancshares, Inc. (OTC:PTBS). With approximately $896 million in assets as of March 31, 2025, the Company conducts operations through its main office, an additional eight branch offices, and two loan production offices.  BCT’s offices are located in Jefferson and Berkeley Counties (WV), Washington County (MD), and Loudoun and Stafford Counties (VA).   The Bank offers commercial lines and term loans, residential and commercial construction loans, commercial real estate loans, agricultural loans, and government contractor loans.  The Bank is also a Small Business Administration (SBA) Preferred Lender.  The Residential Lending division offers secondary market and portfolio mortgage loans, one-time close construction to perm loans, as well as home equity loans and lines of credit.  For over 70 years, BCT Wealth Advisors has provided caring and personalized trust services, growing into a premier financial management, investment strategies, and estate services provider.  The Bank also provides convenient online and mobile banking for individuals, businesses, and local governments plus free access to over 55,000 ATMs through the Allpoint® network plus another approximately 675 free access ATMs through another partnership.  BCT was voted WINNER in the LoudounNow 2024 Loudoun’s Favorite readers’ poll in four categories:  Bank, Mortgage Company, Banker, and Financial Planner.  BCT was voted a “Best of the Best” winner in the 2024 Martinsburg Journal-News Readers’ Choice Awards in three categories:  Bank, Loan Services, and Financial Planning. In 2023, American Banker selected BCT as a “Top 200 Community Bank,” an annual listing of the best performing banks in the United States with assets under $2 billion.  Since 2019, the Bank has been named a “Best Bank To Work For” by American Banker five times.

The Company's shares are quoted on the OTC Pink Sheet marketplace under the symbol "PTBS."  Individuals may purchase shares under the symbol “PTBS” by contacting Shane Bell, EVP and CFO, at [email protected], or through one’s personal broker.  For more information about Potomac Bancshares, Inc., and the Bank, please visit our website at www.mybct.bank.