At Special Agent X, we’re on the cutting edge of mortgage reporting technology. Our flagship product, X-Ray, is 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.

While X-Ray has been a big success since it launched in 2016, we continue to improve it.

Because we are always listening to the feedback of our customers, the Special Agent X team has added a Customized Persona feature to X-Ray.

What this means is that users will now have ultimate flexibility with their data/dashboard layouts – a request from a client. More specifically, users of X-Ray will be able to create more granular dashboard pages and share their personas/chart groups with one person or an entire team with just a few clicks. In addition, the Customized Persona feature allows users to standardize the data layout they want their team to use, and instantly deploy it across the organization. This helps create consistency and a single point of truth.

Screenshot of new custom persona configuration options.

 Here is some specific functionality of the Customized Persona feature:

Share a custom persona that you created. If you share a persona with the company, that persona would show up in everyone’s “Persona list.”

Create a custom persona as your default. Default means it is the first persona that comes up when you log in, instead of a standard persona.

Administrators can create a custom dashboard and set it as the default for a specific user. It is administrator-controlled so that the admin doesn’t have to log in as the user and then set up the custom persona as their default. It can be done when initially setting up the user.

“Standard” Persona Management. This allows an administrator to give different permissions for a user via the department, but exclude certain Personas they may not want them to see. For example, if a regional manager should be able to see all of the company production as well as all branches, but not see the executive or operations personas, they can now do this.

What all of this does is allows an admin to create a custom persona, share it, add a user and remove all standard permissions, then set the custom persona as their default.

In addition to this new feature, X-Ray already had a Custom Report Builder that allows users the ability to explore their data and create their own new reports when they think of them.  When combined with the new custom persona feature, this means you can create a custom report, and set it to be on your default dashboard, with just a few clicks.

X-Ray Dashboard Custom Report Studio.

X-Ray also features benchmarking tools that help you quickly get accurate reads on the close of loans and projected close rates. In addition, it features a goal report based on historical performances, which assigns grades to the production of various employees at a branch based on their goals.

X-Ray has always simplified the mortgage business intelligence process and now, with the Customized Persona feature, 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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