Telemetry BI Mortgage Analytics Platform
Accelerate Your Company's Digital Transformation
Complement and complete your existing tech stack. Telemetry BI consolidates data from your lending origination software (LOS) and your accounting system into one platform. This unified view allows you and your branches to access your pipeline outside of your LOS. You can review and distribute financial reports (ex. P&Ls, break-even, cost-per-loan, and KPis) without having to logon to your accounting system.
Telemetry BI is a cloud-based, turn-key mortgage business intelligence and analytics platform.
It is the first mortgage lending BI solution to extract and integrate both financial data and
operational data from your accounting system and loan origination software. This unique approach
provides you with a complete view of your mortgage lending business via interactive dashboards, standard-of-practice
mortgage KPIs, branch-level P&L reports,
Built for mortgage lenders, bankers, brokers, branch managers, and CFOs, Telemetry BI is designed to save you time and achieve your business objectives.
Streamline your mortgage reporting process and discover new insights to can enhance profitability.
Facilitate data-driven decision-making to optimize your mortgage business.
Our turn-key approach is based on the MBA's top 100 metrics. This allows you to focus on improving your operations, understanding your financial outlook, and optimizing your pipeline instead of having to re-invent complex metrics and KPIs. Our clients have been able to save many days of work each month producing financial reports for their mortgage lending enterprise.
We offer configurable data extractors for all major accounting systems and loan origination systems (LOS).
Our corporate and branch level P&Ls are based on your chart of accounts and are available 7/24 to
your branch managers in both dollars and basis points (BPS). These P&Ls are presented with trend indicators,
trend-line fly-outs, and budget vs actual indicators. Telemetry BI comes with a variety of other financial and
performance reports including predictive analytics, forecasting, and pipeline management.
Telemetry BI Features
- Daily Productivity
- Monthly Productivity
- Sales Funnels
- Pipeline Management
- Corp P&Ls
- Branch P&Ls
- Cost Per Loan (BPS & Dollar)
- Covenants Reports
- Balances Sheets
- Cash In Line
- Future Funding
- Compensation Analytics
- Expense Outliers
- Loan Originator KPIs
- Mortgage Processor KPIs
- Underwriter KPIs
- Funder/Shipper KPIs
- Loan Officer Ratings/Rankings
- Processor Rankings
- Underwriter Rankings
- Shipper/Funder Rankings
- Loan Details
- Future Funding
- Funding Trends
- Expense Trends
- Revenue Trends
- Corporate Executives
- Financial Controllers
- Accounting and FP&A
- Regional Managers
- Branch Managers
- Operations Managers
- Loan Officers