Close desktop login portal

Client Login

Select one of the portals below and login with your credentials

Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Contact Us

Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Contact Us

Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

Mobile menu toggle
Back to menuBack to menu
Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

BI for Mortgage That Works For You

Turn times… no longer a mystery.

Do you get one clear and concise report that keeps you informed about your turn times? How easy is it to change your view to see each step in the process? Can you quickly see the numbers by department, region or branch?
Get complete turn time insights visualized how you want to see them.

Application Funded - Branch Graph

 

Application Funded by Month Graph

Application to Funded - Loan Type Graph

 

LO Progress to Year-to-Date Goal - Volume Graph Lock to Fund Pull Through - Loan Officer Graph

Profitability by LO – Always up to date.

Understanding Profitability at the Loan Officer level allows you to delve into the data to find top performers and find efficiencies in your process. You can also identify individual employees who may need coaching or guidance.

RM Analyze Key Features:

  • Fast implementation in weeks, not months.
  • Implementation, consultation, and ongoing support by experts with direct mortgage experience. You don’t need to train our full-service BI team in mortgage fundamentals—we bring the best practices with us.
  • Direct connectivity to all your data sources & systems. We bring extensive experience working with Encompass, Byte, Lending QB, Loan Vision, AMB, Total Expert, Surefire Top of Mind, Velocify and other common industry systems—as well as a breadth of experience in industry-agnostic data sources like QuickBooks, ADP, and more!
  • Custom visualizations and data permissions, so you can get the right data to the right people within your company.
  • Our pre-built & custom dashboards can be accessed from any desktop, laptop, tablet or phone via the web browser or app on your iOS or Android device!

Finally, your true cost per origination.

It’s tough to understand your costs per loan origination. In order to get them you need to combine:

  • Secondary data, like stips and tolerance cures
  • Sales data coming from the LOS
  • HR data, like pay scales and hours worked
  • Finance Data, like employee & marketing costs

…to get an accurate figure.

RM Analyze maps these data sources together in real time, meaning you can look into profitability any time.

Revenue by Month Graph

Loan Costs by Month Graph LO Contribution Margin by Month Graph

Commissions by Month Graph

Set Up Your Alert Rule

Your data should tell you when it’s time to act.

Most BI systems can send you reports on a schedule. It’s good to get some reports regularly, but what takes your BI system to the next level is the ability to set contextual alerts.
Your data should tell you when it’s time to act. You can personalize the alerts based on your needs to prevent a flood of extra emails.

Request more info

To learn more about RM Analyze, contact us!