Mortgage loan officers (MLOs) achieve their immediate and long-term goals with a new Telemetry BI push report.
SAN DIEGO, Calif., June 28, 2022 -- 5X Solutions, LLC, a Fintech company, has announced the addition of a loan officer analytics dashboard to their Telemetry BI mortgage business intelligence solution. This dashboard will be available to Telemetry BI clients at no additional cost and will be released on June 27, 2022.
You and your mortgage loan officers (MLSs) will be able to view sales performance in near real-time.
The dashboard can be emailed to individual mortgage loan officers (MLOs) as well as viewed on the Telemetry BI web portal. This emailed “push report” is secure and gives MLOs actionable information at their fingertips without having to login.
The MLO dashboard may also be viewed on demand by sales managers, branch managers, and corporate executives. This provides a way for managers to collaborate with their MLOs to set and achieve goals.
The dashboard includes weekly and monthly performance data. In doing so, it provides you with forward-looking metrics that will help MLOs achieve their monthly goals. This report includes interactive analytics, KPIs, rankings, and scorecards.
“Most loan officers already have a gut feel for where they are at for the month. We wanted to validate that and go a step further by providing a forward-looking view. We include loans that are stuck in the pipeline, unlocked loans, and a prospects list. These along with our proprietary metrics, encourage MLOs to proactively take action to meet their monthly goals. The report focuses MLOs to take action on closing their loans and getting their prospects into their pipeline.” Said Ron de Frates, cofounder of 5X Solutions LLC