Enterprise Analytics
Make smarter decisions with complete enterprise visibility into your mortgage operations.
Gain managerial and operational transparency into your daily mortgage business activity with actionable data that enables you to evaluate trends, monitor activity, strategize more effectively, and make profitable decisions.
QUANTIFY TRENDS
Actionable Lock Data Visualizations
Monitor real-time, transactional lock data to better understand trends and activity at the product, channel, branch, and loan officer level. With on-demand loan level reports, interactive and captivating dashboards, as well as extensive drill-down features, Enterprise Analytics delivers the mortgage data insights that business leaders need to optimize their operations.
EVALUATE ACTIVITIES
Understand and Manage Change Requests
Benefit from granular visibility into all change requests, so you can easily identify where lock extensions and profile changes are occurring.
With comprehensive loan level reporting, you can effortlessly sort lock extensions by business channel, costs, volume, and more.
STRATEGIZE EFFECTIVELY
Manage Price Concessions and Margins
A granular analysis of price concessions and configured margin strategies enable those within your organization to assess competitiveness and better identify how to best position your product against competitors. Custom assignments can be used to fine-tune margins for any particular product, so you can start making more informed decisions today.
- View concessions by individual or type
- See how concessions impact bottom line
- Sort loans by region or high/low range
- Manage loan amounts being offered
TRENDS IN REAL TIME
“Understanding the components of profitability is a must. Competitive business intelligence insights have enabled us to transform operational data into an actionable tool and quickly adapt to driving market forces.”
Use Real-time Data to Improve Operational Processes
I’m Tiffany McGarry, Director of Client Services. Enterprise Analytics provides amazing insight into the daily happenings of a clients’ mortgage operations and business, so they are better equipped to monitor and react to changes in market conditions, product mix, loan activity, and more. I take personal pride in our ability to not only share exactly what’s happening within an organization at any given moment, but to also provide extreme visibility into operational processes and strategies that could proactively save our clients a remarkable amount of time.
ENTERPRISE DATA LICENSE
Raw Data Access and Export Of Enterprise Data
"Do-It-Yourself" Raw Data Access
Leverage an automated, raw data access solution to connect to your internal data warehouse, support custom analytics, and uniquely integrate with in-house visualization solutions.
Valuable Data and Analytics
Leverage direct access to Optimal Blue data for the analysis of trends, relationships and statistics of rate lock activity, change requests and margin management, as well as price concessions across business channels.
Improve Organizational Efficiencies
Directly query a replicated subset of enterprise data to determine where action may be needed to improve efficiencies and maximize profitably.
INSIGHTS
MortgageRight Improves Reporting Accuracy
MortgageRight harnessed Enterprise Analytics to effectively analyze their market position and improve reporting accuracy, procuring the ability to understand areas of business deficiency. They were able to spot trends and opportunities, more easily harvest accurate and critical data needed for advanced decisioning, and track margin adjustment trends as well as their impact on total net markup.
RELATED SOLUTIONS
Enable Better Decisions
Leverage the full suite of actionable data and analytics to visualize and track performance, compare profit margins, and assess the effectiveness of secondary marketing strategies.
Competitive Analytics
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