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BI Reporting Dashboards

Realtime pipeline insights to grow and refine your learning operation

Mortgage BI®

Integrations for Banks & Credit Unions

Connect LOS, core platforms, and servicing system

MortgageExchange®

Productivity Applications

Deploy customized desktop layouts for maximum efficiency

SMART Email Signatures

App Pilot®

Virtual Desktops

Server Hosting in Microsoft Azure

Protect your client and company data with BankGrade Security

PointCentral Private Server Hosting

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Elevate Profitability and Production KPIs with Mortgage BI Implementation

Empower Informed Decision-Making through Custom Reporting Dashboards with Mortgage BI

Create data dashboards and visualizations in minutes

Mortgage BI simplifies the reporting and analytics process by providing a centralized and collaborative platform to manage, visualize and share data that gives you and your team confidence in your decisions.

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Integrated Data Streams

 Seamlessly import data from various sources to gain a comprehensive overview of your mortgage operations, ensuring you always have access to the insights you need for reliable decision-making.

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Advanced KPIs

 Leverage diverse data sources to create and manage key performance indicators that provide you with actionable insights, enabling you to optimize operations and improve efficiency.

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Compliance Management

 Apply templates to your data for accurate handling and compliance, reducing risk and ensuring adherence to industry regulations effortlessly.

Get self-service analytics at an enterprise scale

Respond to information without having to spend time in meetings validating data.

Quickly correct problems. Improve the flow of files between processing, underwriting, closing and post-closing departments.

Socialize dashboards to increase productivity in your team.

TRY IT NOW: 


(Click the Screen) For an interactive sample.

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Business Intelligence in an open easy to use format
Simplify mortgage platform reporting
 
 
Fund more loans in less time with real time KPIs
 

Stay compliant and protect your analytics data

Gain leading sensitivity classification and data loss prevention capabilities to help keep your data secure and compliant — even when it’s exported.

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Access live data from Your Loan Origination System

With Mortgage BI, a custom connector is no longer necessary! Accelerate deployment and enjoy the benefits of production and profitability KPI data for executives, branch management, loan officers, and production staff.

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Ready to Elevate Your Mortgage Operations?

Join the growing number of mortgage brokers, banks, and credit unions that trust Mortgage BI to streamline their operations, enhance decision-making, and stay compliant.

Leverage the power of data-driven insights and take your business to the next level today!

 

Getting started with Mortgage BI is as easy as 1, 2, 3...

Meet with an expert to discuss your data transfer needs

We will deploy a seamless "rules-based" data connection between your systems with regular and timely data updates

Your data transfer will be complete resulting in less errors and lower costs.

Trusted by leading peers:
First Citizens LOGO-1 SUTHERLAND LOGO rbc_logo Citi LOGO Fidelity Investments Logo SB Management Services, Inc. (Pircher, Nichols & Meeks Attorneys, Holland & Knight) Logo Landmark Credit Union Atlantic Union Bank Logo Bay Equity Logo E Mortgage Capital, Inc. Logo InterBanc Real Estate Services (Integra First) Logo HomeFirst Mortgage LOGO Washington Home Mortgage Corporation (Syracuse Fire Deparment) Logo 1st Rate Home Mortgage Guaranty Mortgage Service Inc. Logo AMBOY Bank LOGO Bay Federal CU LOGO VIP Mortgage INC Logo Mason-McDuffie Mortgage Corporation Logo Sierra_Pacific_Mortgage-LOGO3 The Mortgage Company Logo First Fidelity Mortgage, Inc. Logo Home USA Mortgage Inc Logo CrossCountry Mortgage, LLC Logo mutual of omaha Angi - American United Mortgage Corp Logo HouseSavvy Mortgage Services, LLC Logo
Mortgage BI has given us the power to collect, manage and analyze data in a way we could never do before. It's helped us provide clear, concise and detailed reports - all in a friendly user-interface that my team can easily use.
Jonathan Groffman
A1 Finances

 

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