Exploring the Mortgage Production Dashboard

1. Access the Dashboard 0:03

• Navigate to the Mortgage Production section from the left-hand menu.

• This Dashboard is useful for various strategies including recruiting, market analysis, and more.

2. Set Time Filters 0:14

• Choose a time filter for your data:

  • Predefined options: This year, Last year, Last 12 months.

  • Custom date range using the calendar.

3. Select Mortgage Company or Loan Originator 0:31

• Use the dropdown to select a specific mortgage company by Loan Officer (L.O.) employer.

• Search for loan originators using their NMLS number or name.

4. Filter by Geography 0:43

• Filter loan officers by location:

  • By state, CBSA (Core-Based Statistical Area), or county.

5. Segment Employer Types 1:07

• Choose the type of employer:

  • Options include banks, credit unions, and independent mortgage companies.

6. Apply Additional Filters 1:19

• Use the 'All Filter' button to set further criteria:

  • Geographic preferences, lender types, title companies, builder transactions.

  • Remove builder captives if necessary.

7. Set Production Criteria 2:04

• Define specific production criteria for loan officers:

  • Loan volume range (e.g., $20M to $40M).

  • Minimum percentage of purchase business (e.g., 65%).

  • Experience in FHA and VA loans.

8. Filter for Underserved Communities 2:48

• Source loan officers working in underserved communities:

  • Focus on LMI or majority minority census tracts.

9. Review Filtered Results 3:15

• View a refined list of loan officers based on your criteria.

• Click on individual loan officers to see detailed statistics.

10. Extract Information 3:45

• Access contact information and production details:

  • Download data in your preferred file type using the ellipses menu.

11. View Branch Information 4:28

• Switch to branch view for similar information:

  • Analyze commission and production by branch.

12. Analyze Market Share 5:03

• Generate market share reports based on selected geography:

  • Analyze company production by various attributes.

13. Review Performance Over Time 5:14

• View performance data by year:

  • Options to analyze data from 2019 onwards.

14. Utilize Cross-Compare Feature 5:32

• Compare different attributes:

  • Example: Analyze lender relationships.

15. Save and Share Reports 6:01

• Save your reports using the bookmark icon:

  • Name your report and add it to bookmarks.

• Share reports via a link with others in your organization.