Articles
Mortgage Business Intelligence Pitfalls
Mortgage Business Intelligence Mistakes to Avoid

In recent years, business intelligence has become all the rage among mortgage lenders. And why not? The mortgage industry has become increasingly complex and hyper-competitive. When the economy changes, lenders have to be agile in response to new dynamics in the marketplace. Business intelligence and advanced analytics can give you an edge over your competition […]

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MLO Sale Commission
Mortgage Lending KPIs (Top 10)

Explore the top 10 mortgage business KPIs and why you should care.

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Business Intelligence
What is Mortgage Business Intelligence

The mortgage lending business is increasingly competitive and complex. Marketplace dynamics such as staffing shortages, rate increases, and regulatory changes make running your business harder each day. Mortgage business intelligence helps you manage this. Managing your lending business starts with understanding your numbers. That's where mortgage business intelligence (MBI) comes in. MBI is a platform […]

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Articles
Find expense exceptions in mortgage business intelligence platforms
Eliminate Manual Reporting

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Articles
Digital Mortgage
Digital Mortgage: Threat or Opportunity?

Background and History: Technology has shaped and improved the financial industry since the invention of the first computer.  Upon development of the first scalable operating system (MSDOS), software for mortgage originators and processors was developed to replace the manual processes of pen, paper, and physical files. This was the beginning of the digital mortgage. In 1984, […]

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Articles
Branch Profitability
How to Measure Branch Profitability w/ Mortgage Business Intelligence

Measure mortgage branch profitability with financial and sales KPIs. Business intelligence dashboards allow lenders to compare their branches' monthly and 12-month profitability, performance, and rank. Branch profitability is presented as net income basis points (BPS), contribution to corporate overhead, as well as total units, and volume. A six-month graphical trend of net income is also […]

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mortgage business intelligence
Find Expense Outliers w/ Mortgage Business Intelligence

Mortgage business intelligence platforms should accommodate accountants, controllers, and CFOs. One of the key features for these users is an Expense Outlier Report. This allows a mortgage lender’s accounting staff and managers to check ledger entries for values that have either exceeded or fallen below a certain threshold. Anomalies in ledger entries are easily identifiable […]

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