BullseyeEZ: Mortgage Business Intelligence Platform
BI Tool for Finance: Designed for All Mortgage Lenders
Financial Business Intelligence Tool For Mortgage Lenders, Banks, Credit Unions & Depositories
Improves Efficiency
Manage Liquidity & Market Volatility
Smart Planning
Understanding Customers
Minimize Risks
Compare Peer Performance
Mortgage Business Intelligence Tool Dashboards
Executive Dashboard
Helps business leaders see the broad view of company performance helping them make necessary decisions to promote growth.
Underwriter Dashboard
Assists underwriters in making smarter decisions by providing information about loan risks.
Processor Dashboard
Make loan processing smoother with to-the-point performance tracking and accountability.
Sales Dashboard
Equip sales teams with tools based on data to improve sales and efficiency.
The Best Business Intelligence Tool For Mortgage Lending Companies
Production
Easily monitor sales and pipeline performance. Our tool cleans and optimizes the data, saving you time and effort. Connect it to your LOS and create consolidated reports so all the relevant departments can access and analyze the same info. Our mortgage banking BI tool is mobile-optimized, so you can see how your company is doing even on the go.
Operations
Being one of the best mortgage business intelligence platforms, BullseyeEZ helps speed up your loan origination process and minimize the expenditures. You can analyze loan data to identify recurring issues and create solutions. Set targets for your team members and provide them with regular feedback on their work.
Finance
Connect BullseyeEZ to General Ledger accounting, invoicing, and sales software to create detailed financial reports that break down spending. See how much you spent on travel, commission, or meetings.
Servicing
With our analytics tool, you can easily create custom reports on your servicing portfolio to learn how your loans are performing. We can even include data from your mortgage loan subservicer to make things easier.
Action-focused Mortgage Intelligence Software
Sold Loan Reporting
Investor Performance Rankings, Investor Pricing Trends, Loan Product Sales, Investor Pricing Comparisons, Investor Sales Volume, Loan Changes After Sale, Investor Processing Speed
Locked Loan Reporting
Average Loan Lock Period, Total Locked Loans, Daily Loan Lock Count, Loan Officer Performance, Property Type, Industry Average Interest Rates, Top Performing Loans
Capital Markets Reporting
Interest Rate Adjustment Modeling, Pricing Spread Optimization, Best Execution Analysis (Agency vs. Aggregator)
Unlock More with BullseyeEZ
Ad-Hoc Reporting
Gain real-time insights and easy data exploration, and export to Excel for further analytics.
Customizable Dashboards
Customize your dashboard using flexible XML, ensuring it aligns with your unique needs.
Report Scheduler
Schedule reports and dashboards to be sent directly to your email, ensuring you never miss essential updates.
Why Do Mortgage Servicers Love Our BI Tool?
Expertise Intact
Designed for mortgage lenders by a team with deep industry knowledge.
Drive Actionable Insights
Create dashboards to solve business challenges.
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Track Progress Effectively
Set clear goals and monitor performance over time.
Customized Information
Provide relevant reports for all levels. Ensure private data is protected.
In-Depth Insights
Combine data from various sources to identify trends and patterns.
Visualize KPIs
Develop custom applications for engaging performance overviews.
Automate Reporting
Distribute reports on a set schedule or based on specific triggers.
Quick Implementation
Benefit from pre-built reports and flexible customization options.
Scalable Solution
Cater to mortgage lending businesses of all sizes.
Looking For Something Else?
Find answers to common questions about our Mortgage Banking BI Tool.
Business Intelligence plays a crucial role in lending companies by empowering them to identify the most suitable financial service products through comprehensive data analytics.
One of the top-rated BI tools for finance in lending companies and banking institutions is BullseyeEZ. Its robust features and analytics capabilities make it a valuable asset for financial data analysis.
BI dashboards provide mortgage servicers with real-time insights and visual representations of data, facilitating informed decision-making and enhancing overall operational efficiency.
BullseyeEZ can easily connect to popular loan origination systems (LOS), including Encompass®, Calyx Point, LendingQB, and more. This integration enhances data accuracy and operational efficiency by streamlining data flows between our BI tool and your chosen LOS.
If there’s anything else you’d like to know, feel free to reach out.
