Mortgage KPI Library
A comprehensive reference of key performance indicators for mortgage lending operations. Each KPI includes formulas, benchmarks, and recommendations for measurement.
KPI Categories
Pipeline KPIs
12 KPIs
Track the flow of loans from initial lead through funding. Measure conversion rates at each stage and identify bottlenecks in your pipeline.
Featured Metrics
Pull-Through RateLead ConversionPipeline Value
Performance KPIs
10 KPIs
Measure individual and team productivity. Compare loan officer production, processor efficiency, and underwriter throughput.
Featured Metrics
Loans per LOUnits per ProcessorQuality Score
Operational KPIs
14 KPIs
Monitor cycle times and process efficiency. Track how long loans spend in each milestone and identify operational inefficiencies.
Featured Metrics
Days to CloseWarehouse Cycle TimeRework Rate
Financial KPIs
11 KPIs
Analyze the economics of your mortgage operation. Track revenue, costs, margins, and profitability at every level.
Featured Metrics
Gross MarginCost per LoanRevenue per Loan
Key Dimensions
Analyze KPIs across these important organizational dimensions
Loan Officer
Track metrics by individual loan originator
Processor
Measure processor productivity and quality
Underwriter
Analyze underwriter throughput and decisions
Branch
Compare performance across locations
Channel
Retail, wholesale, correspondent channels
Loan Type
Conventional, FHA, VA, USDA, Jumbo