1. Business

mortgage lending financial reporting

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             WelCome TO 5xsolutions.com

Mortgage Business Intelligence  -:  mortgage business intelligence with turn-key analytics including data integration, branch reporting and automated kpis for data-driven mortgage businesses.

 

 

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.

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 Accounting Reports

Automated branch and corporate financial reporting are generated in real-time via our Telemetry BI platform. Our financial reporting platform provides easy access to accounting reports to mortgage lending institutions of all sizes. Reports include best-practice metrics, P&Ls, balance sheets, and forecasts.

No more Excel Spreadsheets and weekend number crunching. Get the most out of your mortgage 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 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.

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 intellegence 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.

Robotic Process Automation

Robotic Process Automation (“RPA”) is a technology that enables a software robot (“bots”) or artificial intelligence (“AI”) digital worker to emulate a human user process to perform a redundant task. Originally designed years ago for software testing to mimic a user’s interaction with technology, its use has grown to areas well beyond the initial intent. The financial industry, and specifically the mortgage industry, is one of the widest adopters of this technology due to its ability to run countless iterations of redundant processes.

RPA Implementations should be considered as a solution when multiple systems need to be tapped to collect data, mashup, render, produce, and deliver a single highly customized report.

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