Track Origination™ provides actionable insights into the loan origination trends. This interactive dashboard provides a live 360° view of your origination trends. This dashboard illustrates Customer demographics according to Geographic regions, Total loan volume, Average closing rates, Interest rates, Product mix and several KPIs.
Track Origination Overview
Charts
- Filters
- Used to sort data based on selected filters.
- Available filters are Dates, Months, Quarters, Year to Date, Month to Date and Loan type.
- Each selected filter will affect all the charts on that dashboard.
- Reset button will reset all the filters selected and drill up to the default chart.
- Selecting any bar/region in a chart will result in highlighting that part along with other chart with related fields.
- Map
- Initial KPI’s have been designed to show macro information, that can be drilled down to specific counties.
- Get an overview of the distribution across the geographic locations.
- Choropleths view according to Customer demographics by state.
- Easily compare data between different states/counties.
- KPI’s
- Important KPI’s will be displayed/changed with selection of chart/filters
- Can be colour coded, formatted with rules.
- Closing rate Analysis
- Loan closed over period of different quarters.
- Data labels on top of each bar for better understanding.
- Share of Mortgage for Home purchase – trends
- Number of loans Files for each day of the year in scrolled chart
- Continuous graph to view trend.
- Mortgage Rate
- Graph showing Average Interest ratio for different products over months’ timeline.
- Specific Region can be highlighted in graph to show graph values in that region.
- Product mix analysis
- Pie chart showing share of each loan type over selected filters.
- Borrower credit Analysis
- Doughnut chart showing share of average Fico score.
- Chart divided into 3 categories: Poor, Average & Good.
- Drilled down to Loan type.
Looking for more information on Track Origination or need help in integrating the right technology, leave us a message.