Skip to content
    FIGR
    Earnings call· Jun 2026(Q2 FY26)

    Figure Technology Solutions Q2 FY26 earnings call FIGR

    Aug 13, 2026 Source

    Executive summary

    Figure Technology Solutions Q2 FY26 — Record Consumer Loan Marketplace Volume and Strong Profitability

    Figure Technology Solutions reported a record quarter driven by robust consumer loan marketplace volume and strong adjusted EBITDA margins, reflecting the success of its capital-light Figure Connect platform. The company's strategic focus on accelerating its growth flywheel, expanding its partner ecosystem, and leveraging AI and blockchain technology continues to drive momentum, despite take rate being at the lower end of its guided range due to mix shift and interest rate impacts. The acquisition of Kiavi is expected to further strengthen its market position and expand asset classes.

    Highlights

    5
    • Consumer loan marketplace volume reached $4.3 billion, beating guidance by 4% and growing 132% YoY.

    • Adjusted EBITDA was $119 million, up 126% YoY, with a margin of 55%.

    • Figure Connect volume grew to 65% of CLM volume, up from 42% a year ago, demonstrating capital-light growth.

    • Partner network expanded to 489 partners, up 102 from last quarter.

    • Net income increased 190% YoY to $87 million.

    Concerns

    3
    • Take rate was 3.6%, at the low end of the guided range, primarily due to mix shift to lower take rate Figure Connect and rising interest rates impacting gain on sale.

    • Figure Connect's lowest take rate channel and largest partners going direct to Connect accelerated faster than anticipated, impacting overall take rate.

    • Expansion into first-lien loans, which have a lower take rate, is a modest headwind to the metric.

    Guidance & targets

    4
    CategoryTargetConfidence
    Q3 Consumer Loan Marketplace Volume
    $4.8 billion to $5.2 billion
    high materiality
    High
    Take Rate
    bottom end of the guided range (3.5%-4%)
    medium materiality
    Medium
    Medium-term Adjusted EBITDA Margin
    60% plus
    high materiality
    High
    Annual Effective Tax Rate
    26%
    low materiality
    Medium

    Operational metrics

    24
    Adjusted Net Revenue
    $218 millionup 95% YoY from $112 million
    Q2 FY26

    Adjusted net revenue for the quarter.

    Adjusted EBITDA
    $119 millionup 126% YoY from $53 million
    Q2 FY26

    Adjusted EBITDA for the quarter.

    Adjusted EBITDA Margin
    55%vs 47% a year ago
    Q2 FY26

    Adjusted EBITDA margin for the quarter, with a note on the impact of a one-time gain.

    Net Income
    $87 millionup 190% YoY from $30 million
    Q2 FY26

    GAAP net income for the quarter.

    Tax Benefit from Stock Option Exercises
    $4.4 millionfollowing similar and larger benefit in Q1
    Q2 FY26

    Tax benefit from excess benefits on continued stock option exercises.

    Realized Profit from Sale of Minority Interest
    $5.9 million
    Q2 FY26

    One-time gain from the sale of a business where Figure owned a minority interest.

    Operations and Processing Costs as % of Volume
    67 bpsdown from 79 bps a year ago
    Q2 FY26

    Efficiency metric showing cost reduction per unit of volume processed.

    Cash and Cash Equivalents
    $1.44 billion
    Q2 FY26

    Balance of cash and cash equivalents at the end of the quarter.

    Senior Notes Offering
    $600 million
    July 14

    Rated senior notes offering closed subsequent to quarter end, broadening funding base.

    Consumer Loan Marketplace Volume
    $4.3 billionup 132% YoY
    Q2 FY26

    Record consumer loan marketplace volume for the quarter.

    Figure Connect Volume as % of CLM
    65%up from 56% last quarter and 42% a year ago
    Q2 FY26

    Percentage of consumer loan marketplace volume generated through Figure Connect.

    Partner-Branded Volume as % of CLM
    83%
    Q2 FY26

    Overall partner-branded volume as a percentage of total CLM volume.

    Democratized Prime Matched Offers Balance
    $392 million
    Q2 FY26

    Balance of matched offers on the Democratized Prime platform.

    Third-Party Assets on Democratized Prime
    $170 million
    last week of Q2 FY26

    Volume of third-party assets on Democratized Prime, signaling its strengthening as a two-sided marketplace.

    SMB Home Equity Run Rate Volume
    $470 millionSMB growing 57% QoQ
    June

    Run rate volume for SMB home equity financing, showing significant quarter-over-quarter growth.

    Application Volumes on Platform
    surpassing $1 billion per week
    early July

    Platform application volumes reaching a new milestone in Q3.

    Partner Count
    489up 102 from last quarter
    Q2 FY26

    Total number of partners on the platform, showing strong acquisition momentum.

    Loans on Balance Sheet (Deliberately Retained)
    $360 millionconsistent with Q1
    Q2 FY26

    Portion of loans deliberately retained on balance sheet to support Democratized Prime.

    Loans on Balance Sheet (Temporary Hold)
    approx. $600 million
    Q2 FY26

    Total loans held on balance sheet, including those temporarily held before sale to Connect.

    AAA Spreads on HELOC Securitization Shelf
    135 bpsvs 255 bps in 2023
    YTD

    Tightening of AAA spreads on Figure HELOC securitizations, indicating improved capital markets execution.

    Unique Note Buyers
    over 100vs approx. 20 in 2023
    current

    Expansion of the buyer base for Figure's securitized notes.

    Securitized Loan Pools Collateral Base
    $7.7 billionnearly doubled YoY
    Q2 FY26

    Growth in the collateral base of securitized loan pools.

    Home Equity Balances used for Consumer Debt Payoff
    4 percentage points
    YTD

    Increase in the proportion of total volume where end consumers use home equity to pay off higher interest rate consumer balances.

    Figure Factor (Partner HELOC Volume vs. Baseline)
    2.6x
    2025

    Analysis showing the incremental HELOC volume generated by partners after joining Figure's platform.

    Industry KPIs

    8
    MetricValueDetails
    Fee revenuelargest line item
    Funding mix$600 millionUSD
    Delinquencieslow
    Credit quality mix756FICO
    Loans card receivables$360 millionUSD
    New accounts card acquisitions489partners
    Billed business purchase volume$4.3 billionUSD
    Net interest margin yield on receivables3.6%%

    Product announcements

    1
    ProductTypeDetails
    SMB Poollaunch

    Deals & partnerships

    1
    KiaviAcquisition of market-leading residential transition loan (RTL) technology and business.

    Acquisition to strengthen partner interest, expand asset classes to include residential transition loans and DSCR, and standardize these markets using Kiavi's technology. Financing for the acquisition is fully in place with a $600 million senior notes offering at 8.5%. Expected to close in the second half of the year (H2 FY26). This was a very attractive transaction with an under 4-year unlevered payback period and adds 40% to our volume as well as $100 million of EBITDA. We have started to receive key regulatory approvals for the transaction and anticipate closing by the end of this year. This unsecured debt raise is not just to finance the Kiavi acquisition, but is an important step in expanding our capital toolkit as we continue to scale the business. Our Kiavi acquisition will only serve to strengthen partner interest as their market-leading RTL technology was previously not available as a private label marketplace offering and many prospects have, therefore, expressed excitement. By putting the marketplace first, we expand access to the advantage that made Kiavi the market leader, which is their post-renovation home loan valuation technology. And then we will make this technology the industry default, driving adoption at scale. We did this in HELOC. We're doing it with Demo Prime and other asset classes, and we'll do it with Kiavi as well. Our Kiavi acquisition will only serve to strengthen partner interest as their market-leading RTL technology was previously not available as a private label marketplace offering and many prospects have, therefore, expressed excitement. We have started to receive key regulatory approvals for the transaction and anticipate closing by the end of this year. This was a very attractive transaction with an under 4-year unlevered payback period and adds 40% to our volume as well as $100 million of EBITDA. This was a great opportunity to use an inorganic approach to make our flywheel spin faster. The opportunity with Kiavi reflects an important point about fintech and the broader problem Figure is solving. The residential transition loans are not agency eligible, and therefore, companies like Kiavi use their advantages, underwriting, technology and brand to benefit themselves. But that approach can only go so far. That's why we are so excited about our acquisition because we can use their market-leading technology to develop liquidity and standardization for the space. By putting the marketplace first, we expand access to the advantage that made Kiavi the market leader, which is their post-renovation home loan valuation technology. And then we will make this technology the industry default, driving adoption at scale. We did this in HELOC. We're doing it with Demo Prime and other asset classes, and we'll do it with Kiavi as well. We are also at $170 million of third-party assets on Democratized Prime as of last week, primarily from growth coming out of the Agora partnership announced earlier this year. We think this is an important number to watch going forward because it's the clearest signal we have that Democratized Prime is strengthening as a 2-sided marketplace as part of our broader Connect value proposition. Every dollar of third-party demand that comes on to the platform is a dollar that's choosing Figure's infrastructure over a traditional warehouse line. We expect this to keep building as we bring more partners onto the platform and as awareness of the capital availability and pricing advantage spreads across our existing partner base. Moving to GAAP profitability. Net income was $87 million, up from $30 million a year ago, an approximately 190% increase. That included a $4.4 million tax benefit from excess benefits on continued stock option exercises following a similar and larger benefit in Q1. We expect ongoing post-IPO equity activity to continue to create periodic tax benefits that may not be indicative of our normalized operational rate. Over the long run, we still believe an annual effective tax rate of 26% is appropriate. Adjusted EBITDA was $119 million, up 126% year-over-year from $53 million with a margin of 55% versus 47% a year ago. This quarter included realized profit of $5.9 million from the sale of a business where we owned a minority interest. Margin, excluding this gain, would be approximately 52% and continued progress toward our medium-term 60% plus target. We continue to support Democratized Prime by deliberately retaining a portion of our loans on balance sheet longer than we normally do, approximately $360 million at quarter end, as I indicated last quarter to help build out the Democratized Prime marketplace. That had 2 effects. Both interest income and interest expense were higher and adjusted EBITDA margin was reduced by approximately 1.7 points since it added lower margin interest revenue to a larger denominator. As continued proof of operating leverage, operations and processing costs were at approximately 67 basis points of volume, down from roughly 79 basis points a year ago, even as we processed more than double the volume. We continue to invest in AI and automation in our operations process. For this quarter, I wanted to briefly touch on the strength and performance of Figure and partner originated loans that have followed Figure's underwriting standards and utilize our loan origination system. Today, these loans are held by loan buyers or securitization vehicles. We sometimes get asked with growth at this pace, whether we're opening up the credit box to get there. In short, we're not. If anything, the underwriting standards have gotten stronger. Weighted average FICO at origination has moved from 737 in 2020 to 756 year-to-date. And weighted average CLTV, which is combined loan-to-value, has come down over that time period to 62.1%. Average loan size has grown as well from $52,000 to $96,000, reflecting a shift toward larger, more established borrowers. Our execution in the capital markets has strengthened right alongside that as we continue to show a track record on loan performance. AAA spreads on our Figure HELOC securitization shelf have come in from roughly 255 basis points in 2023 to roughly 135 basis points year-to-date across 22 priced deals, about 120 basis points tighter, while economics for note buyers have held up well. We've also grown the buyer base materially from approximately [indiscernible] buyers in 2023 to over 100 unique note buyers today with 70% of them active across multiple deals. On performance, our securitized loan pools continued to perform well as they season even as the securitized collateral base nearly doubled to $7.7 billion year-over-year. This reflects the same credit discipline we apply at origination. We also continue to see strong recovery behavior across the broader servicing portfolio. A meaningful share of loans that go delinquent cure back to current or pay off in full within 6 months rather than continuing to deteriorate. That combination of disciplined underwriting and strong post-delinquency recovery is what gives us confidence in the book as it scales. Turning to our balance sheet. We ended the quarter with $1.44 billion in cash and cash equivalents. And subsequent to quarter end, on July 14, we closed our rated $600 million senior notes offering at 8.5%, putting financing for the acquisition fully in place ahead of our expected Kiavi close in the second half. This debt transaction broadened our funding base and added a new source of liquidity for us to be able to tap into the future. We think this strongly demonstrates the maturity of the company, the quality of the franchise and our ability to access capital in a disciplined way. We want to preserve balance sheet flexibility, avoid unnecessary equity dilution and fund strategic opportunities in a way that supports long-term growth. This unsecured debt raise is not just to finance the Kiavi acquisition, but is an important step in expanding our capital toolkit as we continue to scale the business. Looking ahead, we are establishing our Q3 consumer loan marketplace volume guidance in the range of $4.8 billion to $5.2 billion. We're 1 month into the quarter and July came in at $1.7 billion. July has historically been a good indicator for the full quarter and applying the actual August and September historical pattern from both 2024 and 2025 to this July result lands Q3 volume in a narrow band around $5 billion, the midpoint of the range we're guiding to today. We feel good about how the quarter is tracking. Our confidence here is really an extension of everything I walked through earlier. The partner ramp we're seeing on Figure Connect isn't slowing down and Kiavi is on track to close in the second half, which will layer in a potential additional growth vector we haven't reflected in this range yet. So when we say we feel good about the quarter, it's not just 1 month of data. It's that same set of drivers continuing to compound. Before we go to questions, I want to close with the same note I opened on. This was a genuinely strong quarter across every dimension we care about: volume, revenue and margin, which none of it came at the expense of credit discipline. Connect is scaling even faster than we planned. Our balance sheet is stronger and more diversified than it's ever been, and we're heading into the back half of the year with Kiavi, Democratized Prime and our core Connect business, all pulling in the same direction. Thank you, and we will now open up the queue for questions. [Operator Instructions] We'll go first this morning to Patrick Moley of Piper Sandler. Patrick Moley (Analysts): So I guess I just was hoping you could maybe elaborate on the 3Q guidance for origination volumes. It seems like you're expecting strength in July to continue throughout the rest of the quarter. So if you could just maybe talk about some of the assumptions that are baked in there. And then in terms of the new partners that were added in the second quarter, could you maybe just talk about the size? I know you said one of them was already one of the largest players on Connect, but just maybe the nature of those new partners added and how we should think about them contributing to volume into the back half of the year? Minchung Kgil (Executives): Sure. Patrick, I'll go first and then hand it over to Michael for the partner section. So last quarter was the first time that we guided as a company. And back then, as we were talking about during the call, we leaned towards being a little bit more conservative. We had some new partners that onboarded in late Q4 and into early Q1 and volume ramp time frame was in the range. And so we wanted to be prudent as much as possible last quarter. This quarter, we feel very strongly confident in the range that I mentioned before. As I indicated earlier, July was $1.7 billion. We understand from looking at history how August and September would come in. I would also take into account some level of business days in the months of August and September, which is why we're pretty confident around the $5 billion midpoint of the range that I mentioned. I'll turn it over to Michael on the partner expectations. Michael Tannenbaum (Executives): Thank you. So we're operating with a well-oiled go-to-market machine. Of that 102, it's pretty broad-based around the different segments of the market, meaning independent mortgage banks, banks and credit unions, IMBs, fintechs, et cetera. And at the same time, you also have a pretty nice range of size. So we talked about in the quarter, in Q2, we had a partner go directly to Figure Connect and become one of the largest. That's not necessarily the norm, but it's also not something that we expect to be unusual going forward. So we're attracting a broad range of customers in terms of both the type, but also the size. And we have a number of different go-to-market motions that we see as very successful in continuing to expand. Operator (Operator): We'll go next now to James Yaro of Goldman Sachs. James Yaro (Analysts): I hoped we could turn perhaps to the buyer side of the consumer loan marketplace. Could you just maybe provide some additional color on what sort of buyer types you're adding? And what percentage of those are engaged with Figure Connect? Michael Tannenbaum (Executives): So all our buyers are engaged with Figure Connect. That's the way that they buy on the platform and all the incremental buyers we bring are Connect first. And the range is pretty broad and consistent with what we have talked about before. So it's going to be a combination of insurance companies, asset managers, credit funds. And we continue -- in fact, earlier this week, we were out meeting with a very large asset manager that has not yet purchased on the platform. So there's a number of opportunities, and Todd Stevens and his team dedicate all of their time to meeting with asset managers, both existing and new to continue to drive momentum. And one thing that he often shares is volume begets volume. So people like to buy at scale. And as we get bigger, it actually opens up the opportunity for more people to join because people want to see that consistency and want to know that if they do the work on understanding Figure, there's going to be volume to purchase in the future. So our growth is back to that flywheel concept, adding more buyers and therefore, helping us continue to take in spreads and therefore, bring more volume in a very virtuous cycle. James Yaro (Analysts): Great. Just as a follow-up, I just wanted to level set on the take rate. Could you just clarify whether there have been any pricing cuts that have affected the take rate? Or is the lower take rate entirely from mix shift into new products? I think that's an important distinction. And then if that's true, there have not been any take rate cuts on the pricing side, do you see any risk that you might have to cut pricing in the near term? Michael Tannenbaum (Executives): Great question. And you're right, it's good to clarify this. We don't see take rate as the take rate performance in this quarter coming from price cuts. Instead, take rate is really a product of the success of Figure Connect. And we've talked about Figure Connect as having the lowest take rate of the 3 ways we do volume, direct-to-consumer, Figure as intermediary and then Connect. And so because we're seeing partners that are coming direct to Connect, that's a dynamic we didn't necessarily appreciate would happen as fast as it is. And so that's why we've gone -- we went 9 points as a percentage of volume in the quarter in terms of what Figure Connect was. And so you see take rate as really a result of that strategy. It's something that we want to happen. We're excited about this. It's not coming from partner pressure. And what you'll see is that, that 3.5% to 4%, as I mentioned in the prepared remarks, is still appropriate, but we see the lower end of that range as realistic for the coming quarter. Operator (Operator): We'll go next now to Ryan Tomasello with KBW. Ryan Tomasello (Analysts): Maybe dovetailing off of James' question on the take rate. I think it would be helpful if you could maybe quantify where the pricing floor is in the Connect channel, particularly when considering, I think, the tiered pricing volume discounts that you have for your larger partners, which I think is something that may not be as appreciated by investors. So maybe just as a starting point, sharing where that lowest pricing tier is on Connect, and that would be irrespective, obviously, of like the volatility that gain on sale can cause to the take rate. Michael Tannenbaum (Executives): Sure. Sure. So I'll talk about -- so our pricing is in terms of ecosystem fees rather than take rate, but obviously, they're related. So our kind of top volume tier pricing is right at the bottom of the range of take rate, meaning if you're a partner that goes to the highest tier in general, you're going to be at the bottom of the take rate range we provided. Of course, there's other dynamics such as servicing fees, interest rates as well as whether or not the loan is securitized, all of those impact take rate and then you have sort of volatility and gain on sale. So there's a couple of things that are moving there, but the pricing that we do is generally aligned with the bottom of the range. I'll note, though, that when we set the pricing, we don't actually set it based on take rate. We set it based on contribution margin. So one of the things we want to do with the Kiavi acquisition is give the analyst and investor community a bit more color into how contribution margin looks because that trajectory has actually been both better and more stable as a percentage of volume over the past couple of quarters. So I think that additional disclosure will be helpful. We just want to give it when we have full line of sight into Kiavi to make sure that we really only have to explain it one time to you all and not waste your time. Ryan Tomasello (Analysts): That's helpful. But I guess maybe a follow-up to that. Help us understand why you're talking about 3Q take rates at the low end of that 3.5% range when you're saying that, that low end is only aligns with your largest volume partners on Connect and considering the mix of the business with a lot of smaller origination partners, the business is not on Connect. Why are we talking about the all-in take rate across the entire business already hitting that 4%? Am I missing something there? Michael Tannenbaum (Executives): No, you're not missing anything. 65% of the volume is already on Figure Connect. In general, we see that increasing in the quarter. And then we have the general variability that comes with other business models as well as differing mix shifts potentially on servicing as well as mix shifts that come from the securitization parts of the business. So based on the visibility that we have, we continue to see the low end of the range as realistic, but we'll continue to update you if that changes. Operator (Operator): We'll go next now to Rob Wildhack of Autonomous Research. Robert Wildhack (Analysts): Maybe on that last line of discussion, you've got nice growth in Figure Connect volumes, but growth in ecosystem and technology fees is not growing as fast. And I think this quarter, just isolating those 2 lines alone, like ecosystem and tech fees are less than 3% of Connect volumes. So why is that? Like is there some kind of non-volume-related component that's in ecosystem and tech fees or something that we're all missing here? Michael Tannenbaum (Executives): Well, I'll start, and Macrina is the closest to the composition of take rate. But just remember that, for example, servicing fees are a separate line item. And so that's one of the components. And in general, this is the first quarter that ecosystem fees are the largest on the P&L. So it continues to reflect that migration to Figure Connect, but I'll turn it over to you, Macrina. Minchung Kgil (Executives): Yes. And what we also have as part of the take rate is that we have the mortgage servicing adds addition, so gain on mortgage servicing that goes on to our revenue. The total part that you see on GAAP P&L includes fair value, and we actually adjust that out as part of adjusted net revenue. So I do want to keep you honest in terms of -- we're not taking the full GAAP amount. We are taking just the addition of the new servicing that is being added as part of our take rate. Robert Wildhack (Analysts): Okay. But if we -- like if I just isolate ecosystem and tech fees, so no servicing, no origination fees and divide that by Figure Connect volumes, like that number is coming down over time. And so we hear you on no pricing cuts or anything like that, but what would be the driver there? Michael Tannenbaum (Executives): So it's going to be the tiers that people hit on volume. So I just want to be super clear on this point. We're not renegotiating our volume tiers with partners. But when we sign up partners, we establish volume-based pricing that comes down to incentivize partners to do volume with us. And so as they hit higher volume tiers, their individual pricing comes down. But in general, as we talked about, that's going to put us at the lower end of the guided range we gave. Is that making sense? Robert Wildhack (Analysts): It does. And then if I could just sneak one more in, loans on the balance sheet up to like $600 million. Can you just remind us of the strategy because we hear you talking about how Figure Connect is less balance sheet intensive and third-party Demo Prime is growing nicely. Does that continue to grow? Or is like $600 million maybe the cap? Minchung Kgil (Executives): Okay. So I'll just put this into parts. So balance sheet loans was about $600 million at the end of the quarter. We had about $360 million of Democratized Prime that was supported with Figure's borrower demand. This is pretty consistent with what we had back in Q1 moving into Q2. So that number really hasn't changed. We are continuing to add more in terms of third-party Democratized Prime loans from the borrower side, which I mentioned in my earlier remarks. The other part that is making up the $600 million is we do have loans where Figure does go direct to consumer, where Figure is also the acting intermediary before the loans are sold on to Connect. And as you saw, our growth overall in volume from Q1 to Q2 is quite significant. And what that translates to is that we hold on to these types of loans, whether we're going direct-to-consumer or Figure as an intermediary around 3 to 4 weeks at a time before it's sold on to Connect, and that's because we want to be able to aggregate the loans before it's sold. And so you're just seeing really a natural way of seeing that volume growth is translating into loans on our balance sheet for a temporary amount of time before it's sold on in Q3. Operator (Operator): We'll go next now to Dan Dolev of Mizuho. Dan Dolev (Analysts): Really nice results here, fascinating growth, triple digits. I wanted to ask about the SMB home improvement diversification. It looks really interesting here. Any comments you can make on this strategy and what it does for Figure would be really helpful for investors. Michael Tannenbaum (Executives): Thanks, Dan. It's interesting to reflect on that because it shows a number of highlights of what Figure does best, right? You have the $35 trillion of home equity outstanding. And as we talked about, in any interest rate environment, that's going to be really attractive. And so what's happening is people who have that home equity are using that to fund small business financing. And that's a new avenue for us. We're lapping about a year of us launching that. And it's already grown to a meaningfully significant portion of our volume. And it's a new go-to-market motion. So back to what's driving that 102 partners is we're now signing up people that would historically not have been in the mortgage business whatsoever. They're business loan originators, brokers, fintechs, but they're able to use Figure because we make it so simple and easy and inexpensive. And that's a big part of our broader strategy is to take partners that normally wouldn't be in this space and give them tooling to join our platform, join our marketplace, be capital-light, be part of Figure Connect, and you're really seeing that strategy borne out. We're also seeing a similar dynamic in the home improvement space. So this would be traditionally unsecured loans towards things like home renovation, roofing, pools, et cetera. That's starting to grow really nicely as well, and we're excited about the momentum we see in that space. And as I pointed out on the call, we've decided to make depositories a specific focus within the new vertical approach that we're taking, which is really a go-to-market motion in terms of how do we align internal resources and mobilize. And we see just massive opportunity there as well. So a lot of momentum on growth, which is our focus and continuing to bring that growth into Figure Connect, that capital-light marketplace. That's our strategy, and we're continuing to execute accordingly. Operator (Operator): We'll go next now to Kyle Peterson with Needham. Kyle Peterson (Analysts): Nice results and not to belabor the take rate, but I wanted to start off there and maybe see if you guys could directionally give us some impact on -- you guys mentioned a spike in interest rates kind of weighed on some of the gain on sale this quarter or is expected to in the third quarter. But I guess, how much of a headwind is that expected to be? And like what's the relative impact of that, that's kind of pushing you towards the 3.5% range? And then I guess, if rates stabilize, is -- should that headwind kind of abate after this quarter? Minchung Kgil (Executives): Kyle, I'll get started, and then Michael, feel free to add if you'd like. So in our prepared remarks, we did talk about some of the rate headwind in terms of gain on sale and gain on sale is another portion of take rate that we consider. And it does get impacted by the macro markets. And so when rates are wider, then we are going to have a little bit less of a gain on sale. When rates are tighter, then we're going to have a better gain on sale, which is what you're seeing, and that's more volatile compared to what we would see for ecosystem fees and technology fees. The other part that I would also mention is although our take rate is coming in on the lower end of the range, Michael had mentioned earlier as well, we are seeing a lot of success in Figure Connect. The Figure Connect contribution margin is coming in really nicely. That is why you're seeing additional growth in our adjusted EBITDA margin and growth in our profitability as well. Michael, do you want to add a few more things? Michael Tannenbaum (Executives): No, just agree. And we were simply talking about Q2 there. We can't yet know all of the interest rate movements for Q3. We're just letting you know that we -- that volatility will always be a part of the Figure as intermediary revenue line item, and that's why we're so focused on growing Figure Connect because it gives us much more stability and also that capital light. So that's really our focus. Kyle Peterson (Analysts): Great. That's helpful. And then I guess as a follow-up, it's great to see Agora. It seems like the volumes there are really starting to inflect higher, and there's a lot of things -- good things happening on the auto front. I guess should we think about in terms of time line and additional asset classes that you guys are spinning up, is this kind of the playbook and time frame from when you get someone or an asset class announced and signed to when the volumes start to really inflect and start to contribute a little more meaningfully? I guess like how -- is like this quarter, like a couple of quarters time frame, a good way to think about the ramp time to get these upscaled and running? Or can that cycle time reduce over time? Just like how should we think about additional asset classes and how long it will take to ramp them up? Michael Tannenbaum (Executives): It's a great question. And the -- as I talked about, I think AI is critical here because it's something that we can leverage to reduce what is a very complicated process to ingest and standardize third-party assets. And so when we bring on Agora as an example, we're thinking broader than just one individual auto loan originator. We're thinking how can we set the standard for the way that auto loans and then ultimately, auto securitizations can operate in a tokenized way. And so that's the approach that we're taking. So there is probably to open up a new asset class is going to be much more significant than to open up a specific originator onto that asset class. But because everything is new for Democratized Prime right now, those 2 are the same thing, but we would expect another auto originator, for example, to go much faster than that. And I mentioned this in the prepared remarks, but I think you're going to start to see us in the coming quarters work on making Figure Connect as a concept work for permanent sale and securitization of the assets that are being financed on Democratized Prime. And that's really going to start to turn the flywheel because we're going to be able to take originators, give them short-term financing with Democratized Prime, but then take those assets and get investors that want to buy them permanently or securitize them and use Figure Connect earning those ecosystem fees that we love so much in the process. So this is -- so more to come there. And that blueprint that you've seen is a really good way to look at a new asset class rather than a new originator. Operator (Operator): Thank you. And ladies and gentlemen, that is all the questions that we have for today. So that will bring us to the conclusion of today's conference call. We'd like to thank you all so much for joining the Figure Technology Solutions Second Quarter Earnings Conference, and wish you all a great day. Goodbye. Minchung Kgil (Executives): Yes. And what we also have as part of the take rate is that we have the mortgage servicing adds addition, so gain on mortgage servicing that goes on to our revenue. The total part that you see on GAAP P&L includes fair value, and we actually adjust that out as part of adjusted net revenue. So I do want to keep you honest in terms of -- we're not taking the full GAAP amount. We are taking just the addition of the new servicing that is being added as part of our take rate. Robert Wildhack (Analysts): Okay. But if we -- like if I just isolate ecosystem and tech fees, so no servicing, no origination fees and divide that by Figure Connect volumes, like that number is coming down over time. And so we hear you on no pricing cuts or anything like that, but what would be the driver there? Michael Tannenbaum (Executives): So it's going to be the tiers that people hit on volume. So I just want to be super clear on this point. We're not renegotiating our volume tiers with partners. But when we sign up partners, we establish volume-based pricing that comes down to incentivize partners to do volume with us. And so as they hit higher volume tiers, their individual pricing comes down. But in general, as we talked about, that's going to put us at the lower end of the guided range we gave. Is that making sense? Robert Wildhack (Analysts): It does. And then if I could just sneak one more in, loans on the balance sheet up to like $600 million. Can you just remind us of the strategy because we hear you talking about how Figure Connect is less balance sheet intensive and third-party Demo Prime is growing nicely. Does that continue to grow? Or is like $600 million maybe the cap? Minchung Kgil (Executives): Okay. So I'll just put this into parts. So balance sheet loans was about $600 million at the end of the quarter. We had about $360 million of Democratized Prime that was supported with Figure's borrower demand. This is pretty consistent with what we had back in Q1 moving into Q2. So that number really hasn't changed. We are continuing to add more in terms of third-party Democratized Prime loans from the borrower side, which I mentioned in my earlier remarks. The other part that is making up the $600 million is we do have loans where Figure does go direct to consumer, where Figure is also the acting intermediary before the loans are sold on to Connect. And as you saw, our growth overall in volume from Q1 to Q2 is quite significant. And what that translates to is that we hold on to these types of loans, whether we're going direct-to-consumer or Figure as an intermediary around 3 to 4 weeks at a time before it's sold on to Connect, and that's because we want to be able to aggregate the loans before it's sold. And so you're just seeing really a natural way of seeing that volume growth is translating into loans on our balance sheet for a temporary amount of time before it's sold on in Q3. Operator (Operator): We'll go next now to Dan Dolev of Mizuho. Dan Dolev (Analysts): Really nice results here, fascinating growth, triple digits. I wanted to ask about the SMB home improvement diversification. It looks really interesting here. Any comments you can make on this strategy and what it does for Figure would be really helpful for investors. Michael Tannenbaum (Executives): Thanks, Dan. It's interesting to reflect on that because it shows a number of highlights of what Figure does best, right? You have the $35 trillion of home equity outstanding. And as we talked about, in any interest rate environment, that's going to be really attractive. And so what's happening is people who have that home equity are using that to fund small business financing. And that's a new avenue for us. We're lapping about a year of us launching that. And it's already grown to a meaningfully significant portion of our volume. And it's a new go-to-market motion. So back to what's driving that 102 partners is we're now signing up people that would historically not have been in the mortgage business whatsoever. They're business loan originators, brokers, fintechs, but they're able to use Figure because we make it so simple and easy and inexpensive. And that's a big part of our broader strategy is to take partners that normally wouldn't be in this space and give them tooling to join our platform, join our marketplace, be capital-light, be part of Figure Connect, and you're really seeing that strategy borne out. We're also seeing a similar dynamic in the home improvement space. So this would be traditionally unsecured loans towards things like home renovation, roofing, pools, et cetera. That's starting to grow really nicely as well, and we're excited about the momentum we see in that space. And as I pointed out on the call, we've decided to make depositories a specific focus within the new vertical approach that we're taking, which is really a go-to-market motion in terms of how do we align internal resources and mobilize. And we see just massive opportunity there as well. So a lot of momentum on growth, which is our focus and continuing to bring that growth into Figure Connect, that capital-light marketplace. That's our strategy, and we're continuing to execute accordingly. Operator (Operator): We'll go next now to Kyle Peterson with Needham. Kyle Peterson (Analysts): Nice results and not to belabor the take rate, but I wanted to start off there and maybe see if you guys could directionally give us some impact on -- you guys mentioned a spike in interest rates kind of weighed on some of the gain on sale this quarter or is expected to in the third quarter. But I guess, how much of a headwind is that expected to be? And like what's the relative impact of that, that's kind of pushing you towards the 3.5% range? And then I guess, if rates stabilize, is -- should that headwind kind of abate after this quarter? Minchung Kgil (Executives): Kyle, I'll get started, and then Michael, feel free to add if you'd like. So in our prepared remarks, we did talk about some of the rate headwind in terms of gain on sale and gain on sale is another portion of take rate that we consider. And it does get impacted by the macro markets. And so when rates are wider, then we are going to have a little bit less of a gain on sale. When rates are tighter, then we're going to have a better gain on sale, which is what you're seeing, and that's more volatile compared to what we would see for ecosystem fees and technology fees. The other part that I would also mention is although our take rate is coming in on the lower end of the range, Michael had mentioned earlier as well, we are seeing a lot of success in Figure Connect. The Figure Connect contribution margin is coming in really nicely. That is why you're seeing additional growth in our adjusted EBITDA margin and growth in our profitability as well. Michael, do you want to add a few more things? Michael Tannenbaum (Executives): No, just agree. And we were simply talking about Q2 there. We can't yet know all of the interest rate movements for Q3. We're just letting you know that we -- that volatility will always be a part of the Figure as intermediary revenue line item, and that's why we're so focused on growing Figure Connect because it gives us much more stability and also that capital light. So that's really our focus. Kyle Peterson (Analysts): Great. That's helpful. And then I guess as a follow-up, it's great to see Agora. It seems like the volumes there are really starting to inflect higher, and there's a lot of things -- good things happening on the auto front. I guess should we think about in terms of time line and additional asset classes that you guys are spinning up, is this kind of the playbook and time frame from when you get someone or an asset class announced and signed to when the volumes start to really inflect and start to contribute a little more meaningfully? I guess like how -- is like this quarter, like a couple of quarters time frame, a good way to think about the ramp time to get these upscaled and running? Or can that cycle time reduce over time? Just like how should we think about additional asset classes and how long it will take to ramp them up? Michael Tannenbaum (Executives): It's a great question. And the -- as I talked about, I think AI is critical here because it's something that we can leverage to reduce what is a very complicated process to ingest and standardize third-party assets. And so when we bring on Agora as an example, we're thinking broader than just one individual auto loan originator. We're thinking how can we set the standard for the way that auto loans and then ultimately, auto securitizations can operate in a tokenized way. And so that's the approach that we're taking. So there is probably to open up a new asset class is going to be much more significant than to open up a specific originator onto that asset class. But because everything is new for Democratized Prime right now, those 2 are the same thing, but we would expect another auto originator, for example, to go much faster than that. And I mentioned this in the prepared remarks, but I think you're going to start to see us in the coming quarters work on making Figure Connect as a concept work for permanent sale and securitization of the assets that are being financed on Democratized Prime. And that's really going to start to turn the flywheel because we're going to be able to take originators, give them short-term financing with Democratized Prime, but then take those assets and get investors that want to buy them permanently or securitize them and use Figure Connect earning those ecosystem fees that we love so much in the process. So this is -- so more to come there. And that blueprint that you've seen is a really good way to look at a new asset class rather than a new originator. Operator (Operator): Thank you. And ladies and gentlemen, that is all the questions that we have for today. So that will bring us to the conclusion of today's conference call. We'd like to thank you all so much for joining the Figure Technology Solutions Second Quarter Earnings Conference, and wish you all a great day. Goodbye.

    Risks & headwinds

    3
    Take rate pressure from mix shift to Figure ConnectQ2 FY26, expected Q3 FY26

    3.6% take rate, low end of 3.5%-4% range

    Mitigation: Strategic focus on capital-light growth and contribution margin; Figure Connect has high profitability to adjusted EBITDA.

    Take rate pressure from rising interest ratesQ2 FY26, expected Q3 FY26

    Impacts gain on sale

    Mitigation: Focus on Figure Connect for more stability and capital-light model.

    Take rate pressure from first-lien loan expansionongoing

    3x growth YoY in first-lien volume, modest headwind

    Mitigation: Strategic expansion into new asset classes for diversification.

    What to watch in Q3 FY26

    5

    Figure Connect Volume as % of CLM

    medium term
    Current65%
    TargetApproach 70%

    Why it matters

    Indicates continued shift to capital-light, fee-based economics and operating leverage.

    This gives us an updated line of sight to predict that Figure Connect is likely to approach 70% of volume in the medium term rather than our previous estimate of 60%.

    Q&A highlights

    6

    Elaborate on Q3 origination volume guidance assumptions and the size/nature of new partners added in Q2, and their expected contribution.

    Management expressed strong confidence in Q3 guidance based on July's $1.7 billion volume and historical patterns. New partners are broad-based across segments (IMBs, banks, credit unions, fintechs) and sizes, with some large partners onboarding directly to Figure Connect.

    This quarter, we feel very strongly confident in the range that I mentioned before. As I indicated earlier, July was $1.7 billion. We understand from looking at history how August and September would come in.

    asked by Patrick Moley · answered by Minchung Kgil

    2 min read6 chapters

    Detailed Narrative

    01

    Figure Connect Momentum

    Figure Connect, the tokenized loan marketplace, now accounts for 65% of consumer loan marketplace volume, up from 56% last quarter, and has grown from 0% to 65% in two years. This significant shift reduces balance sheet usage, increases fee-based economics, and is expected to approach 70% of volume in the medium term. The platform's growth is broad-based, with new partners and expanding wallet share from existing partners.

    02

    Partner Ecosystem Expansion

    The platform now boasts 489 partners, an increase of 102 from the previous quarter, with new partners ramping faster due to AI-enabled onboarding processes. A counterfactual analysis showed that Figure's partners originated 2.6x more HELOC volume in 2025 than their pre-Figure baseline would predict, demonstrating the 'Figure factor'. The company is also seeing increased M&A activity in the mortgage space where existing Figure partners are acquiring non-Figure businesses, leading to further growth opportunities.

    03

    Kiavi Acquisition Progress

    The acquisition of Kiavi is on track to close by the end of this year, with key regulatory approvals already being received. This transaction is expected to add 40% to Figure's volume and $100 million of EBITDA, with an unlevered payback period under 4 years. The acquisition will expand asset classes to include residential transition loans (RTL) and DSCR, leveraging Kiavi's market-leading technology to develop liquidity and standardization in these new areas.

    04

    Democratized Prime Growth and Strategy

    Democratized Prime ended the quarter with a matched offers balance of $392 million, reflecting continued adoption. Third-party assets on Democratized Prime reached $170 million, primarily from the Agora partnership, signaling its strengthening as a two-sided marketplace. The company officially launched its SMB pool in July, targeting the small business market which currently lacks capital market standardization. The strategy aims to provide short-term financing and then facilitate permanent sale and securitization of these assets through Figure Connect.

    05

    Technology and Innovation

    Figure leverages AI and blockchain to modernize its marketplace. An AI adapter tool standardizes disparate loan data, accomplishing in 5 weeks what would typically take months for assets like Agora auto loans. Stablecoin, specifically Yields, is increasingly used for payouts in Figure Connect, offering faster, lower-fee, and atomic settlements, reducing fraud and reconciliation time.

    06

    Credit Quality and Capital Markets Execution

    Despite rapid growth, Figure maintains strong credit discipline. The weighted average FICO at origination improved to 756 (from 737 in 2020), and combined loan-to-value (CLTV) decreased to 62.1%. AAA spreads on Figure HELOC securitizations tightened significantly from 255 basis points in 2023 to 135 basis points year-to-date across 22 priced deals. The buyer base has expanded to over 100 unique note buyers, with 70% active across multiple deals, and securitized loan pools collateral base nearly doubled to $7.7 billion YoY.

    AI-generated summary of the company’s earnings call. Not investment advice.