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Finally, Tie Performance (KPIs) To Your Financials For A Complete Picture

Mortgage Telemetry = BI + Performance Indicators (KPI)

the four functional areas of a mortgage banking operation

  • Assessment and Advisory For All Functional Areas
    • Loan Production
    • Understand your capacity and learn how to expand or contract your FTEs to match demand. We also help align your chart of accounts with regulatory standards.
    • Secondary Marketing
    • Optimize your risk profile. Review your hedge strategy so its consistent with your goals.
    • Servicing
    • Mortgage Servicing Rights (MSA)
    • Marketing and Sales
    • Verify cost per unit, create virtual funnels, and measure effectiveness.
    Learn more about assessments...
  • Cloud Based Telemetry
    • Get Your P&L On-the_Fly
    • Mortgage Branch Analytics
    • Drill-Down on Your Expenses
    • Integration with Your Accounting System (ex. QuickBooks, AMB, etc.) to Find True Costs
    • Payroll data
    • Integration with Pipeline Management Systems (ex. Lending QB, QuickBooks, SalesForce, etc.)
    • Trend Analysis
    • Market Potential/Validation
      • Revenue and Expenses (bps)
      • Production Income (per loan)
      • Cost Per Loan
      • Servicing
      • Productivity (per employee)
    • Competitive Analysis
    • Market Analysis

Measure, Manage, And Scale Your Mortgage Business

Mortgage Analytics with Business Telemetry

About 5X Solutions, LLC

"5X Solutions helps mortgage and real estate enterprises to identify opportunities and monitor execution. Our proprietary method manages risk, increases ROI, and ensures timely feedback with analytics and visualization of key metrics."

Mortgage and Real Estate Clients

Contact

Call us at (858) 759-7028, use the chat button below, or email us using the form below

5X Solutions
P.O. Box 8018
Rancho Santa Fe, CA 92067
+1 (858) 759-7028
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