Business Intelligence
Our Business Intelligence solutions transform raw data into actionable insights that reveal both immediate opportunities and emerging patterns, enabling confident decisions that strengthen your competitive position.
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Advantage in competitive markets rarely emerges from the same stale reports everyone reads. What you need is dynamic intelligence that drives meaningful action.
RM Analyze transforms disconnected data sources into a unified intelligence ecosystem that reveals patterns others miss. Our platform combines powerful analytics with industry-specific expertise, creating dashboards and insights calibrated to your exact business needs. With implementation specialists who understand your industry challenges, we deliver immediately valuable intelligence without lengthy onboarding or training requirements.
Purpose-built by a team of mortgage industry experts
Industry Expertise Embedded in Every Feature
Our solution transforms how you leverage business data because it’s designed by professionals who understand your specific challenges and opportunities. Create customized dashboards that break down departmental silos, revealing connections between marketing campaigns and sales performance, operational metrics and customer satisfaction.
Access essential insights from anywhere via mobile-optimized interfaces, automate report distribution based on strategic milestones, and implement quickly with industry-specific templates that accelerate time-to-value while maintaining the flexibility to adapt to your unique requirements.
Beyond Reports: Intelligence That Drives Action
Reports alone don’t create business impact. Meaningful transformation comes from delivering actionable insights to decision-makers by gathering precise data, maintaining its relevance, and clarifying next steps for each team member. Our deep mortgage industry expertise helps you elevate your perspective, revealing opportunities others miss.
Contact us below to discover how RM Analyze, guided by our specialized consultants, can illuminate your path forward.
Easy Integration
Connect to any system for integrated data.
We can connect today to your LOS, CRM, HRIS, General Ledger systems and more to get accurate, up-to-date reports.
Production
Sales and Pipeline reports are a great starting place for BI. Connect directly to the LOS and create unified reports, so you’re all looking at the same numbers. Free yourself from doing Excel clean-up work and watch your numbers anywhere on your phone or tablet.
Servicing
Create customized reports on your servicing portfolio to track key metrics on any time scale, allowing you to spot trends. We can create easy-to-update reports from your subservicer too.
Marketing
Connect to your CRM to unlock the true power of your customer data. Track the effectiveness of campaigns to sales, monitor channel performance and control costs with ease.
Operations
Find efficiencies and reduce your turn times and cost to originate. Find your most common conditions so you can set up specialty workflows and even avoid them at the sales stage. Motivate your team with clear goals and progress reports.
Finance/Accounting
Connect to your General Ledger, billing/reimbursement software and sales systems to create reports at a granular level to help you understand spending. Commissions, travel and event spending, and more are at your fingertips.
Human Resources
Your HRIS can tell you more than you think. Use performance reviews and past behavior and employee turnover. Proactively monitor performance against goals to help guide advancement opportunities. Collect and analyze feedback data to make workforce decisions.
RM Analyze + Peer View Ops
Connect to more data than ever before! Peer View Ops, our real-time operational peer to peer comparison tool, is a seamless add-in to your existing RM Analyze Dashboards. Gain additional insight into how your production and operational metrics measure up against your peers anytime.
See our sample dashboards and learn more about Peer View Ops.
Don’t wait for annual peer group reporting
Our real-time metrics provide visibility into data broken out monthly, with daily updates to inform you of where you stand before month end or quarter end.
View data anytime
See where you rank against your peer group average in funding, application, and lock volume and units.
View data for any time period you want, broken down by month, to really drill into where and when you excelled or lagged in comparison to your peers.
View realtime data anytime
See where you rank against your peer group average in funding, application, and lock volume and units.
View data for any time period you want, broken down by month, to really drill into where and when you excelled or lagged in comparison to your peers.
Compare production mix
Understand your production mix compared to your peers.
In addition to FICO, LTV, and DTI comparisons, we show you your average pricing compared to your peer groups and type, purpose, and occupancy mix. We also give you the ability to filter any metric by any of these loan characteristics.
Understand your trends
Understand how you’re trending compared to your peers.
Is your application, lock, or funded volume up this month while your peer group is slowing down? We provide annual, quarterly, and monthly trend variance in comparison to your peer groups with the ability to break this down further by loan type or purpose.
See Peer View Ops in action
Not yet on the RM Analyze Platform? Get a full demo of RM Analyze + Peer View Ops today.