Comprehensive Mortgage Analytics
Master Your MortgageOperations with KPIs
The definitive resource for mortgage company metrics. From lead conversion to funding cycle times, discover the KPIs that drive operational excellence.
50+
Documented KPIs
6
Milestone Categories
8+
Staff Dimensions
Essential Mortgage KPIs
Comprehensive documentation of the metrics that matter most for mortgage operations.
Pipeline KPIs
Track leads, applications, approvals, and conversion rates through your loan pipeline.
Lead-to-Application RateApplication-to-Approval RatePull-Through RatePipeline Value
Performance KPIs
Measure loan officer, processor, and underwriter productivity and efficiency.
Loans per LOUnits per ProcessorDecisions per UnderwriterQuality Scores
Operational KPIs
Monitor cycle times, milestone duration, and warehouse efficiency.
Days to CloseWarehouse Cycle TimeMilestone DurationRework Rate
Financial KPIs
Analyze revenue, margins, and profitability metrics for your operation.
Revenue per LoanCost per Funded LoanGross MarginCommission Expense
Dashboard Best Practices
See what a great mortgage dashboard looks like. From executive summaries to operational details, explore layouts designed for actionable insights.
- Executive Summary ViewsHigh-level metrics for leadership decision making
- Pipeline TrackingReal-time visibility into loan pipeline stages
- Staff PerformanceLO, processor, and underwriter scorecards
- Financial AnalyticsRevenue, margin, and profitability tracking
Executive Dashboard
$12.4M
Pipeline
847
Active
94.2%
Pull-Through
18 days
Avg Close
Interactive Tool
What-If Scenario Calculator
Model your mortgage operation with adjustable parameters. See how changes in staff, volume, and compensation affect your bottom line.
Company Size Controls
Adjust loan officers, processors, underwriters, and support staff
Staff Productivity
Set loans per LO, processor ratios, and underwriter capacity
Financial Modeling
Gross profit, commissions, bonuses, and operational costs