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.
Decision-Making
Company Performance
Actionable Insights
Financial Reporting
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,
and more.
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)
- Break-even
- 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
- Expenses
- Revenue
- Loan Details
- Corp
- Region
- Branch
- Future Funding
- Funding Trends
- Expense Trends
- Revenue Trends
- Corporate Executives
- Financial Controllers
- Accounting and FP&A
- Regional Managers
- Branch Managers
- Operations Managers
- Processors
- Underwriters
- Loan Officers
Telemetry BI Mortgage Lending Business Intelligence Platform
Telemetry BI is a mortgage business intelligence solution that integrates all aspects of a mortgage lender's operations and financial activity. It includes advanced analytics, predictive analytics, mortgage KPIs, financial metrics, branch P&Ls, and more in a single turn-key, cloud-based solution. Telemetry BI is the only mortgage business intelligence platform to offer financial and operational data integrated into one solution. All of this is offered in easy-to-use, visually compelling, interactive dashboards and reports.
Common Questions About Getting Started
Is there a learning curve?
Telemetry BI is designed to be quick, simple, and effective. It is the easiest to understand mortgage business intelligence platform available. Dashboards and reports let you see how your business is performing at a glance, and users can drill down to transaction-level detail on their own — without encumbering accounting staff with questions. The platform is used daily by branch managers, regional managers, executives, and accounting staff of all technical backgrounds.
Does customization require extra time or resources?
No. Telemetry BI is a turn-key, cloud-based solution with out-of-the-box best practices based on the MBA's top 100 metrics — no risky do-it-yourself projects required. We provide configurable data extractors for all major accounting systems and loan origination systems, and P&Ls are automatically built from your chart of accounts. There are no implementation fees, no hidden costs, and no seat licenses. Everything — including implementation, hosting, support, and continuous report enhancements — is included in a flat monthly subscription.