This tool will provide the user with all details pertaining to loans currently being processed. This dashboard illustrates the total number of loans in Processing, categorized by Geographic regions, number of loans in each milestone, Loans assigned/Un-assigned and tangible insights into the processing queue.
Track Processing Overview
Charts
- Filters
- Used to sort data based on selected filters.
- Available filters are Dates, Months, Quarters, YOY, MOM, 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 No. of loans in Processing 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.
- Loan volumes send from origination
- Doughnut chart showing share of Assigned vs Un-Assigned loan files.
- Chart showing different loan types combined for origination (Assigned and Un-Assigned combined) over the period of quarters.
- Loans send to closing
- Loan closed divided into two categories: PC in progress, Pending.
- Stacked bars showing share of each loan type for these two categories.
- Loans send to Underwriter
- Loan closed divided into 2 categories: PC delivered, Submitted.
- Stacked bars showing share of each loan type for these two categories.
- Loans ready for closing
- Loan closed divided into 2 categories: PC Conditioned, Clear to close.
- Stacked bars showing share of each loan type for these two categories.
- Loans ready to send to processing
- Loan closed divided into 2 categories: Approved, Approved W/ condition.
- Stacked bars showing share of each loan type for these two categories.
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