RICHEY MAY MORTGAGE BUSINESS INTELLIGENCE
Know where you stand.
Decide where to go.
Mortgage lenders don’t lack data. They lack clarity. Built specifically for independent mortgage bankers, Richey May Mortgage Intelligence turns complex market, operational, financial, and talent data into decision-ready insight.
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Start with the Intelligence You Need Most
Richey May Mortgage Intelligence brings together industry expertise and competitive intelligence that most in-house teams can’t match for speed, consistency, or confidence. Each product is a complete offering with multiple capabilities underneath. Start with the one that matches your most pressing need. Use both to see the full picture.
BUSINESS INTELLIGENCE
Connects your LOS, GL, payroll, and CRM into unified dashboards your ops, finance, and production teams can act on. The intelligence layer your entire business runs through.
BUSINESS INTELLIGENCE SOLUTIONS
Production & Operations
Pipeline, cycle times, pull-through rates, capacity planning
Financial
Cost per loan, margin analysis, revenue, and profitability
Additional BI Solutions
Custom reporting and common BI packages for mortgage operations
PEER BENCHMARKING AND INDUSTRY INTELLIGENCE
Delivers the external intelligence your own data can never provide — what your peers are doing, where the market is moving, and how you compare across every critical dimension.
PEER BENCHMARKING TOOLS
Financial
Quarterly KPI benchmarks
Compensation
100+ mortgage role benchmarks
Operational
Real-time peer ops benchmarks
HMDA
Public origination data and market share
Public Market Data
Broader market context and trends
Secondary
Daily pricing, margin, concession data
Better Together.
RM Analyze and RM Select are designed to work alongside each other. Your internal performance data and external peer benchmarks in the same view, giving you the full picture.
PROFESSIONAL SERVICES
Expert Support, End-to-End
The products deliver intelligence.
Our advisory team delivers the expertise to implement, interpret, and act on it — from initial data connection through ongoing strategic support.
Decades of mortgage industry knowledge. Not a generic implementation vendor learning on your time.
Data Connection & Warehousing
Source system integration, data architecture, and pipeline management
BI Consulting & Support
Custom dashboard development, training, and ongoing platform support
MBFRF Reporting
Regulatory reporting consulting and compliance support
FP&A Consulting & Support
Financial planning, forecasting, and strategic analysis support
EVERY QUARTER, A CLEARER PICTURE
Mortgage Ecosystem Report
For mortgage lenders seeking a complete view of the market, Richey May’s Mortgage Ecosystem Review delivers a quarterly, executive-level analysis of the factors shaping profitability across the industry.
Developed and led by mortgage banking strategist Seth Sprague, CMB, this customized engagement combines insights from many sources, including:
- Public mortgage banks
- Independent mortgage bankers
- MSR valuations
- Key assumptions
- Production trends
- Gain-on-sale performance
- Hedge effectiveness
- Earnings call commentary
- Emerging market developments
Each review includes a strategic assessment of current industry issues, policy changes, and economic factors affecting lenders, along with tailored recommendations to help executives adapt their business strategy and maintain profitability.
Delivered as a comprehensive executive presentation with supporting research, it’s a one-stop source for mortgage industry intelligence and strategic guidance.
THE RICHEY MAY DIFFERENCE
The Intelligence Only Mortgage Experts Can Deliver
Most lenders have data. Very few have the mortgage expertise to turn it into decisions. That’s the gap we close.
Mortgage-native
Built by industry experts who understand your workflows, not a generic BI vendor learning on your time.
Fast time to value
Pre-built integrations and dashboards provide meaningful insights in weeks, not months.
Modular by design
Buy what solves your most urgent problem now. Every product delivers from day one and compounds as you add more.
Richey May Expertise
Decades of mortgage industry knowledge embedded in every product, proving depth an in-house team can’t replicate.
Richey May Mortgage Intelligence delivers competitive intelligence which most in-house teams can’t match in terms of speed, consistency, or confidence.
— Richey May Business Intelligence Customer
GET STARTED
Go deeper. Benchmark smarter.
Decide faster.
Talk to a mortgage intelligence specialist. We’ll help you find
the right entry point and show you what the full suite can do.