This dashboard provides user 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 organisations with important insights to gauge current loan closing volumes.
Track Underwriting II Overview
Charts
- Filters
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- 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
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- 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
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- Important KPI’s will be displayed/changed with selection of chart/filters
- Can be colour coded, formatted with rules
- Loans received from closing
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- Doughnut chart showing share of Assigned vs Un-Assigned loan file.
- Chart showing different loan types combined for closing (Assigned and Un-Assigned combined) over the period of quarters.
- Loans received from processing
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- Doughnut chart showing share of Assigned vs Un-Assigned loan file.
- Chart showing different loan types combined for processing (Assigned and Un-Assigned combined) over the period of quarters.
- Second view report
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- Doughnut chart showing share of Pre-Purchase review vs Approved not accepted review.
- Chart showing different loan types pre-purchase review over the period of quarters.
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