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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
303-721-6131
info@richeymay.com
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
303-721-6131
info@richeymay.com
303-721-6232

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

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Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6131
info@richeymay.com
303-721-6232

Solutions:

Business Intelligence

In a changing competitive landscape, you need reports that help you take action.
Insights
Richey May Analyze logo

In a changing competitive landscape, you need more than reports, you need business intelligence that helps you take action. You also need easy access to data from every piece of software you use. Finally, you need actionable insights that are easy to create, interpret and send out as needed.

RM Analyze is a complete business intelligence platform for lenders, staffed by implementer/consultants with mortgage experience, so you don't need to train us on your business.

Designed for Mortgage Lenders

…and implemented by a team with first-hand mortgage experience.

  • Build dashboards that help you solve business problems and delegate responsibilities effectively.
  • Set goals and track progress towards them any time.
  • Provide just the right reporting from the C-Suite to front line employees with data filters. Everything private is protected and everything essential is easy to access, even from a smartphone.
  • Cross-reference data from different sources for deeper metrics. Track sales to marketing campaigns and turnover to job performance. Find deeper insights by breaking down departmental silos.
  • Build custom apps for engaging reports on key indicators.
  • Deliver reports on a schedule or based on a metrics milestone.
  • FAST stand up time – pre-built reports to get you started, with all the customization you need. 

More than a collection of reports, a data-driven transformation.

Reports on their own don’t help your business. Putting actionable insights in the right hands requires collecting the right data, keeping it updated and making the next course of action clear for every employee. Our mortgage industry expertise and comprehensive approach help you chart a course to a higher view of your business.

Call (303) 721-6131 to learn more about how RM Analyze helmed by one of our mortgage consultants can help you.

 

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.

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.

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.

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.

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.

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!

 

See how you’re performing in vital production and operations areas in comparison to your peers with key metrics such as:

  • Monthly/quarterly/yearly fundings, apps, locks
  • Historical trend variance
  • Pull-through ratios
  • Operations turn times
  • Post-closing turn times

New Functionality is Here!

Get a demo of RM Analyze today and see the New Peer View Ops functionality!

Award-Winning Service

We're honored to be recognized by HousingWire as Tech Trendsetters in the Mortgage Industry for our RM Analyze consulting & implementation services.

Tech 100 for Mortgage

We're honored to be recognized by HousingWire as a Tech100 company in the Mortgage Industry for our RM Analyze consulting & implementation services.

We're honored to be recognized by HousingWire as a Tech100 company in the Mortgage Industry for our RM Analyze consulting & implementation services.