Mortgage Business Intelligence


Telemetry BI Mortgage Analytics Platform

Telemetry BI is a cloud-based, turn-key mortgage business intelligence and analytics platform. It is the first mortgage lending BI solutions 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 achieve compliance quickly.
Mortgage Business Intelligence Dashboard

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.

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.
Mortgage Branch Reporting

Telemetry BI Features

  • Daily Productivity
  • Monthly Productivity
  • Sales Funnels
  • Pipeline Management
Financial Reports
  • Corp P&Ls
  • Branch P&Ls
  • Cost Per Loan (BPS & Dollar)
  • Break-even
  • Cash In Line
  • Future Funding
  • Compensation Analytics
Key Performance Indicators (KPIs)
  • Loan Originator KPIs
  • Mortgage Processor KPIs
  • Underwriter KPIs
  • Funder/Shipper KPIs
  • Loan Officer Ratings/Rankings
  • Processor Rankings
  • Underwriter Rankings
  • Shipper/Funder Rankings
Drill Downs
  • Expenses
  • Revenue
  • Loan Details
Predictive Analytics
  • Future Funding
  • Funding Trends
  • Expense Trends
  • Revenue Trends
Team Views
  • Corp
  • Region
  • Branch
And More...

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.

Here's a case study that illustrates how mortgage business intelligence can help you prepare for the end of the refi boom