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.
Information Security Compliance
Add security and compliance to Microsoft 365
BI Reporting Dashboards
Realtime pipeline insights to grow and refine your learning operation
Integrations for Banks & Credit Unions
Connect LOS, core platforms, and servicing system
Productivity Applications
Deploy customized desktop layouts for maximum efficiency
Server Hosting in Microsoft Azure
Protect your client and company data with BankGrade Security
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.
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.
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.
Apply templates to your data for accurate handling and compliance, reducing risk and ensuring adherence to industry regulations effortlessly.
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.
Gain leading sensitivity classification and data loss prevention capabilities to help keep your data secure and compliant — even when it’s exported.
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.
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.