Business intelligence that goes beyond your LOS.
Loan officers, underwriters, and executives make high-pressure decisions every day without complete data. Mortgage BI connects your LOS, CRM, financial tools, and employee metrics into a single Power BI platform that turns fragmented data into action.
One platform for every decision
Mortgage BI is ABT's purpose-built Power BI solution for financial institutions. It connects to your loan origination system and surfaces the metrics that drive branch profitability, loan officer productivity, and compliance adherence.
Loan Pipeline Visibility
Track every loan from application to close. See where deals stall, which stages create bottlenecks, and how pipeline health compares across branches and originators.
Branch Profitability
Dynamic KPIs for every branch: volume, margin, pull-through rate, cost per loan, and revenue per originator. Identify which locations are profitable and which need intervention.
Originator Performance
Compare loan officers by volume, conversion rate, time-to-close, and customer satisfaction. Surface coaching opportunities before they become performance problems.
Compliance Tracking
Monitor disclosure deadlines, underwriting conditions, and regulatory milestones in real time. Flag at-risk loans before they become findings.
Data Unification
Pull data from Encompass, Byte, your CRM, accounting systems, and employee metrics into a single Power BI workspace. No more exporting CSVs between disconnected tools.
Predictive Analytics
Forecast loan volume, spot seasonal trends, and model scenario outcomes. Move from reporting what happened to predicting what happens next.
Five dashboards, five perspectives, one truth
Every role in your institution needs different metrics. Mortgage BI delivers role-specific views so loan officers, processors, underwriters, branch managers, and executives all see exactly what matters to their work.
Pipeline and Production View
Personal pipeline health, conversion rates, average days-to-close, and commission tracking. Loan officers see their own performance against branch benchmarks.
Workflow and Conditions View
Outstanding conditions, document status, and bottleneck identification. Processors prioritize their queue by urgency, closing date, and condition complexity.
Risk and Decision View
Approval rates, turn times, exception trends, and compliance flag density. Underwriters track their decision quality and identify systemic risk patterns.
Branch Performance View
Branch-level P&L, originator rankings, marketing ROI, and headcount productivity. Managers compare their branch to the network and spot coaching opportunities.
Enterprise Performance View
Organization-wide volume, profitability, compliance posture, and trend forecasting across all branches. Executives get a single pane of glass with drill-down capability into any branch, loan officer, or product line.
See what your data already knows
Most institutions sit on years of loan data that never gets analyzed beyond basic reports. Mortgage BI turns that history into forward-looking intelligence that drives better decisions today.
What Mortgage BI connects
ABT builds and manages your entire BI environment. From data source connections to dashboard design, we handle the infrastructure so your team focuses on the insights.
LOS Integration (Encompass & Byte)
Direct API connections to your loan origination system. Loan data flows into Power BI automatically, no manual exports or CSV uploads.
CRM and Financial System Feeds
Connect Salesforce, HubSpot, QuickBooks, or custom CRMs. Mortgage BI unifies marketing, sales, and financial data in one workspace.
Automated Report Distribution
Schedule daily, weekly, or monthly reports delivered by email. Executives get dashboards without logging into Power BI.
Managed by ABT
ABT handles data modeling, DAX calculations, visual design, and ongoing maintenance. Your team uses the dashboards, ABT builds and manages them.
Related reading
The Blueprint for a Fully Connected Microsoft 365 Workflow in Financial Services
How credit unions and banks connect their data systems into a unified workflow that powers better decisions.
How Custom Interfaces Eliminate Duplicate Data Entry Across Financial Institution Systems
When systems do not talk to each other, staff enter the same data three times. Here is how to fix it.
The Data Behind AI Readiness: What Frontier Firms Know That Laggards Don't
Clean, governed data is the foundation for AI. Frontier Firms invest in BI before deploying Copilot.
Frequently asked questions
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Data Decisions?
Mortgage BI gives your team the visibility they need to make faster, more confident decisions. Schedule a demo and see your own data in a purpose-built dashboard.
