We help Mortgage Lenders turn fragmented reporting into clear, decision-ready dashboards.
We connect your core mortgage systems and deliver executive-ready dashboards across production, operations, servicing, capital markets, and accounting.
We connect Power BI directly to your core mortgage technology stack — no middleware, no guesswork.
Most BI firms work across industries and learn your business on the job. We don't. We work exclusively with Mortgage Lenders and build exclusively in Power BI, so our dashboards reflect how mortgage leaders actually run production, operations, servicing, capital markets, and accounting.
We do not spread across industries. Our work is built exclusively for Mortgage Lenders, with reporting aligned to how mortgage businesses actually operate.
Our dashboards are designed for how mortgage leaders make decisions, with clear KPI hierarchies, meaningful drill-downs, and reporting that surfaces what matters fast.
We bring hands-on depth in Power BI, DAX, SQL, data modeling, and mortgage system integration across Encompass, MSP, Optimal Blue, Salesforce, and more.
We move quickly from source systems to production-ready dashboards, with focused execution, clear ownership, and no bloated consulting cycle.
We design and deliver Power BI solutions for the reporting, visibility, and decision-making needs that matter most across mortgage banking.
Real-time visibility into pipeline health, stage aging, pull-through, cycle times, and bottlenecks across the origination process.
Track funded volume, pull-through, cycle times, and productivity by loan officer, team, branch, and region.
Monitor lock pipelines, fallout, best-execution performance, pair-offs, and gain-on-sale with reporting built for capital markets leaders.
Measure underwriting turn times, condition queues, SLA performance, and team productivity to surface operational bottlenecks faster.
Monitor delinquency roll rates, EPD cohorts, forbearance activity, and portfolio risk with dashboards built for servicing leaders.
Build the data foundation behind your reporting with clean models, SQL transformations, and integrations across LOS, servicing, PPE, CRM, and finance systems.
Deliver board-ready reporting across production, operations, servicing, capital markets, and financial performance with automated Power BI outputs.
Ongoing support to maintain, enhance, and scale your reporting environment as your business, teams, and data needs evolve.
These are the reporting and visibility challenges we solve most often for Mortgage Lenders across production, operations, servicing, capital markets, compliance, and finance.
Track conversion from application through funding with clear visibility by channel, branch, loan officer, and product.
Measure funded volume, pull-through, cycle time, and productivity across loan officers, teams, branches, and regions.
Identify when and why loans leave the pipeline, with reporting by stage, reason code, producer, product, and time period.
Surface queue depth, SLA performance, decision velocity, and condition flow by underwriter, team, and condition type.
Monitor lock volume, fallout, best-execution variance, pair-offs, and gain-on-sale with reporting built for capital markets teams.
Track delinquency roll rates, EPD cohorts, portfolio trends, and early risk signals with servicing dashboards leaders can act on.
Compare volume, margin, pull-through, and cycle time across branches, regions, channels, and production teams.
Analyze production by loan type, product mix, credit profile, LTV, geography, and borrower segment to spot trends faster.
Support HMDA, TRID, investor delivery, and other reporting needs with clear data lineage and consistent KPI logic.
A representative sample of the reporting layer we build for Mortgage Lenders — structured for clarity and built for daily executive use.
| Stage | Loans | Avg Days | SLA Target | At Risk | Status |
|---|---|---|---|---|---|
| Application / Disclosure | 214 | 1.8d | 2d | 12 | On Track |
| Processing | 187 | 9.4d | 8d | 44 | Watch |
| Underwriting | 156 | 6.2d | 5d | 31 | Watch |
| Conditional Approval | 98 | 4.1d | 4d | 8 | On Track |
| Clear to Close | 72 | 3.8d | 4d | 4 | On Track |
Our process is built to move quickly from disconnected mortgage data to production-ready Power BI dashboards, without creating unnecessary complexity for your team.
We assess your current reporting environment, map your core systems, and align on the KPIs, workflows, and visibility gaps that matter most to leadership and operations.
We build a clean data model in Power BI that reflects how mortgage data actually works, with the right grain, relationships, calculations, and business logic behind every metric.
We develop interactive dashboards designed for how mortgage teams consume information, with clear KPI structure, drill-down paths, security controls, and reporting that supports action.
We launch your reporting environment, configure refreshes and access, and support adoption so your dashboards are used, trusted, and embedded in day-to-day decision-making.
Leaders can see where every loan stands without chasing updates, pulling static reports, or waiting on manual spreadsheets.
Bottlenecks become visible sooner, giving managers the information they need to act before issues compound.
Automated dashboards replace hours of recurring report prep across production, operations, servicing, and finance.
Teams work from the same KPI definitions and reporting logic across the business, improving trust and alignment.
Representative examples of how we help Mortgage Lenders replace fragmented reporting with clearer visibility, faster decisions, and stronger operational control.
A regional independent mortgage bank with 22 branches was relying on 14 separate Excel reports to track pipeline status, loan officer performance, and pull-through. The reporting process took days to assemble and was already outdated by the time leadership reviewed it. We built a unified Power BI dashboard connected to Encompass, giving leaders real-time visibility into active loans, stage aging, branch performance, and pipeline movement.
An independent mortgage bank servicing roughly 12,000 loans lacked a consistent way to monitor delinquency trends, early payment default exposure, and portfolio-level risk. We built a Power BI servicing intelligence layer connected to MSP, delivering automated daily dashboards for delinquency roll rates, EPD cohorts, and portfolio monitoring used by finance and risk leadership.
Metis Analytics is a specialized Power BI advisory focused exclusively on Mortgage Lenders. We help MLs turn fragmented reporting into clear, decision-ready dashboards built for how mortgage businesses actually operate.
Our team brings direct experience with LOS data architecture, LOS-to-BI integration patterns, MSP and Sagent servicing data, PPE reporting, and the organizational dynamics of driving BI adoption across origination, secondary, operations, and servicing teams.
Only MLs. Only Power BI.
If your reporting is fragmented, delayed, or too manual, we can help. We work with Mortgage Lenders to build Power BI dashboards that bring clarity to production, operations, servicing, capital markets, and accounting.