Automated Mortgage Accounting Reports
Flat monthly subscription. No implementation fees, no hidden costs or seat licenses
Access financial information and reports outside of your accounting system. Secure, cloud-based reporting is available on demand 24/7. You control access based on each person's role in your organization.
Automated branch and corporate financial reporting are generated in real-time via our Telemetry BI software platform. Our business intelligence platform provides easy access to accounting reports to mortgage lending institutions of all sizes. Reports include best-practice metrics, branch, region, and corporate P&Ls, balance sheets, and forecasts.
No more Excel Spreadsheets and weekend number crunching. Get the most out of your accounting software system. All of our reports can be viewed according to region, branch, and corporate perspectives and will allow you to drill-down to transaction-level detail. Telemetry BI is built for branch managers, CFOs, brokers. and mortgage lending executives. Our dashboards and reports allow you to see how your business is performing at a glance.
Telemetry BI mortgage accounting reports automatically extract data from accounting systems like Accounting for Mortgage Banks (AMB), Loan Vision, QuickBooks among others. It scrubs the data and integrates it with Loan Origination Systems (LOS) such as Encompass and Calyx to provide a comprehensive outlook for your mortgage lending operation. Automated reporting is a core value of Telemetry BI, mortgage business intelligence.
Automated mortgage reporting works by integrating data from your mortgage accounting system. Branch reports, balance sheets, and key performance metrics are available anytime, on demand. Executive summaries are automatically generated and sent to stakeholders. Accounts from your general ledger are viewable by users based on the access that you grant them.
Mortgage Operations and Branch Reporting
View corporate, region, branch, loan officer, and processor KPIs. Corporate performance reporting generated in real-time via our Telemetry BI mortgage business intelligence platform. Telemetry BI provides mortgage centric reports, graphs, analytics, and KPIs based on the top 100 mortgage measurements recommended by the MBA. Get visibility to your pipeline to identify choke points, analyze sales funnels, and drill-down to loan level detail.
The Telemetry BI platform is updated in near-real-time from your Loan Origination System (LOS) (ex. Encompass, Lending QB, and Calyx) to give always up-to-date access to your sales and operations performance.
List of Telemetry BI Mortgage Reports
Financial Reporting in Telemetry BI Includes:
- Profit and Loss (P&Ls)
- Trend Analysis
- Budget vs Actuals
- Cost per Loans
- Break-even Analysis
- Future Fundings
- Balances
- Covenants
- Price Exception
- LO Compensation Analytics
- Credit Score Trends
- Receivable Cash Management
- Account for Outliers
- More...
Loan and Production Metrics in Telemetry BI Includes:
- Milestones
- Pipeline Management
- Trend Analysis
- Sales Productivity
- Pipeline Management
- Sales Conversion Funnels
- Loan Officer Scorecards
- Processor Ranking
- Goals vs Actuals
- More...
Intelligent Automation & Orchestration
Modern automation blends API-first integrations, event-driven pipelines, and lightweight robotic process automation when needed. Instead of relying solely on screen-scraping bots, Telemetry BI uses a layered approach: secure connectors for source systems, document intelligence for extracting data from PDFs and scanned documents, and orchestration to sequence transforms, enrichments, and delivery.
This approach reduces fragility, improves observability, and enables near-real-time reporting. We favor APIs and data pipelines where available, and selectively apply RPA only for legacy systems that lack programmatic access.
Need a special report?
5X Solutions builds and automates custom mortgage business intelligence solutions that are unique to your business.Using your accounting system, loan origination, and other software systems, we apply advanced analytics per your specifications and use intelligent automation (API orchestration, selective RPA, and serverless delivery) to create and deliver reports to your mailbox or mobile device daily, weekly, or monthly.
Examples Include:
- Monthly CEO Report
- Projected P&Ls
- Margin Analysis
- Hedge Performance
- Lead Performance
- Servicing Insights
- Account Activity