This dashboard provides users with important information pertaining to the underwriting queue. Key information such as Total loan volume delegated vs non-delegated, TPO vs Banked and other KPIs can help the mortgage banking organizations with important insights to gauge current loan closing volumes.
Track Underwriting-I 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 No. of loans in Underwriting 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
- Approved loans
- Loan closed divided into 2 categories: PC conditioned and Clear to close.
- Different type of loans in these categories over stacked bar.
- Denied Loans
- Loan closed divided into 2 categories: Low DTI and Low FICO score.
- Different type of loans in these categories over stacked bar.
- Counter-offer loans
- Loan closed divided into 2 categories: Approved and Denied.
- Different type of loans in these categories over stacked bar
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