CompenSafe LO Dashboard
Efficiently Monitor Your Mortgage Lending Performance
By seamlessly integrating with your loan origination system (LOS), CompenSafe captures pertinent data as loans move from application through funding. It turns the influx of data stored in your LOS into actionable insight about your loan production. CompenSafe’s role-based loan officer dashboard provides a graphic summary of key high level progress and performance data that guides you to the drilled down loan level details you need to close more loans.
Everyone’s got data but a lot of that data is useless if it isn’t actionable…[CompenSafe] helped us to not only make the data actionable, but provides us with one place to go to daily.”
Interest Rate Locks & Revenue
Forecasting is made easier than ever before with the Interest Rate Locks & Revenue reporting tool. Loan originators have complete insight into estimated commissions for locked and expired loans, all the while providing branch managers with a place to monitor estimated revenue including branch margin and commission expenses.
At-A-Glance Loan Pipeline
Quickly analyze where opportunities for growth present itself with the LO Dashboard loan pipeline tool. With loans organized by milestone status, the pipeline tool displays a snapshot of total loan volume in each phase of the loan origination process, you gain real-time insight into productivity to comparing to your loan production goals.
Early Warning System
Acting as an early warning system for locks expiring within the next seven days, the Expiring Locks tool helps you stay on top of locked loans and maintain a competitive pull-thru rate. Plus, with one click of a button, you have borrowers contact information to notify them of the upcoming deadline.
Sales Planning & Forecasting
Know your market inside and out with a 360 degree view into your sales trends. With two pie charts depicting your historical loan volume by loan product type and one by loan purpose, you gain valuable insight into your target market for all your sales planning and forecasting needs.