Since our launch in 2016, X-Ray dashboards has been a huge hit in the mortgage industry, with our clients providing very positive feedback. At Special Agent X, we are always trying to improve our products, however, and that is why we are proud to announce the launch of Version 2.0 of X-Ray.

Up until now, X-Ray has primarily been used to transform massive amounts of information on loans, leads and accounting, as well as information from CRM systems and loan operating systems, into easy-to-understand, readily available analytics and reports that drive top-level decisions at mortgage companies/branches.

This has helped mortgage branches solve some of the industry’s greatest pain points:

  • Relying on outdated information to make critical business decisions.
  • Working with multiple data platforms that don’t interface.
  • Spending too much time and money on data collection and reporting.

What was missing from Version 1.0 was benchmarking – or a way to quickly forecast close rates in order to evaluate progress. This new version of the dashboard features three new benchmarking tools. Two of the tools help you quickly get accurate reads on the close of loans and projected close rates.

   

 

The third tool is a goal report based on historical performances. This feature assigns grades to the production of various employees at a branch based on their goals. It can be set to give exclusive viewing rights to managers to help quickly evaluate employee productivity.

  

These benchmarking tools give you the ability to forecast in real time at the touch of a button from a smartphone or tablet.

X-Ray has always simplified the mortgage business intelligence process and now that Version 2.0 has launched the experience just got increasingly better.

If you are ready to streamline loan life cycle monitoring and diagnose bottlenecks in the loan process, then sign up for a free demo of X-Ray. You won’t be disappointed in what you see!

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