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BusinessTrac™

  • Increase production by focusing on your best performing products and origination sources
  • Streamline operations by eliminating production bottlenecks
  • Lower costs and risks by eliminating products and originators that don’t perform

As a mortgage lender, tracking performance metrics is critical in understanding the health, performance, and progress of your organization. To make smart business decisions, you need accurate business intelligence. The solution is BusinessTrac, a powerful DataTrac® module designed for prime and subprime mortgage lenders that provides instant, web-based access to the key performance metrics you need.

BusinessTrac is a business management dashboard that makes tracking the performance of diverse teams and workflows easy. Instantly access metrics such as production volume, pull-through by product, credit grade and source, pipeline by stage, and originator performance. Within the high-level summary data, just point and click to drill down to greater levels of detail.

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BusinessTrac screenshot

BusinessTrac provides graphical and numeric display of actual results vs. user-specified targets, as well as flexible query reporting on pipeline and pull-through. BusinessTrac provides summary and detailed views of the following metrics, at several organizational levels, from company-wide down to the individual loan officer or broker firm:

  • Loan production by product, credit grade and source, including top five funded products
  • Customizable pull-through calculations, viewable by product, credit grade, and source
  • Fall-out by stage
  • Total pipeline by stage
  • Originator performance, including easy comparison between originators
  • Turn-around times for critical business stages (including underwriting and doc draw)
  • Alerts for locks that are at risk of expiring

Track your business performance 24 hours a day—see at a glance which branches, originators, and products are performing, and which ones are not. With easy-to-understand graphics and single-click drill-down, get the business intelligence you need today to drive business tomorrow.