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Information Security Compliance

Add security and compliance to Microsoft 365

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

 

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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

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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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.

Play with live Mortgage BI reports
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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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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:
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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

 

Learn more about Mortgage BI: