Business Insights
More Than Business Intelligence | A Data Driven Transformation Platform with RM Analyze
Articles by: Richey May, Jun 04, 2020
Recently the RM Analyze Team hosted an open demo for mortgage leaders. In case you missed it, we covered:
- How we connect to and manage data in the cloud
- What the interface looks like, including mobile access, custom report types and automatic delivery options
- How we help leaders drive decision making in every department (Production, operations, marketing, HR/recruiting, IT, training and more)
- Our consulting + implementation methodology
You can watch the demo any time to see if RM Analyze is right for you. It’s designed specifically for mortgage companies by a team with mortgage experience. Our platform is flexible and robust enough to meet your customized needs, and our hundreds of pre-made reports and connectors mean we can get you set up with the basics fast and then we consult with you to help you meet your goals.
Contact us today for a customized demonstration and to ask us questions about how we can help you transform your organization with data, not just get a bunch of new reports to read.
You can see more about RM Analyze and our Technology Solutions on our YouTube Channel.
Don’t have an hour to watch the demo? Here are some critical time stamps:
- 0:00: Introduction/tech instructions
- 2:08 Intro with Spencer Smoot, Director of Business Development
- 3:00 Understanding data’s role in mortgage companies
- 5:00 Shortcomings of typical data solutions
- 7:00 RM Analyze’s capabilities
- 9:00 Overview with Olivia Nicholson, Customer Experience Manager & Implementer
- 12:00 How we connect to your data (and store it in the cloud)
- 15:50 How we transform/clean up/cross reference data for enhanced insights
- 18:50 Data permissions, access and governance
- 21:30 Sample production reports in the interface
- 22:50 Filtering reports
- 26:25 Sample pipeline report with lock tracking example
- 28:11 Timeline comparisons and trends examples (turn times use case)
- 29:11 How to create Period over Period visualizations
- 31:00 Chat and sharing functionality (contextual conversations and collaboration)
- 32:00 Adding alerts (contextual triggered or time based)
- 35:00 Operations reporting example
- 39:00 Loan level detail table example
- 42:40 Leaderboard examples
- 43:00 Scheduled reports example
- 45:00 Mobile capabilities
- 47:00 Question and answer