Loan Vision Predictive Analytics & Modeling
Comprehensive Suite of Strategic Solutions

Accounting & Finance teams need advanced capabilities to become strategic partners to executives, sales and operations
Comprehensive suite of solutions providing advanced data modeling & predictive capabilities combining both LOS & Loan Vision data.
Combining LOS and General Ledger data provides un-matched visibility, valuable insights. Enabling finance executives with an avenue to use the analysis to build a sustainable, profitable business model
What it is:
Stack ranks Revenue and Rate (bps) of production by branch, broker/lender and loan officer. Provides ability to compare & contrast the relationship between Revenue, Volume, Revenue per Loan BPS and Revenue per Loan $
What it does:
Using the Pareto Principle (80/20 rule), groups entities into meaningful, actionable performance buckets (High Performers, Mid Performers and Low Performers).
Why is it valuable:
Creating a sustainable, profitable business model relies on the ability to segment your organization into performance tiers, and take appropriate actions based on these insights
What it is:
Pipeline & Volume Analysis – how are branches, TPO’s, and employees stacking up for the credit box and approval, denied, and withdrawn rates? By Loan Purpose, Loan Type?
What it does:
Provides executives a 360 degree visibility into new business volume, fallout and associated credit box kpi’s across all relevant time dimensions.
Why is it valuable:
What it is:
Intra-month closing predictions – algorithm based on milestones/loan stage and likelihood of progression through the pipeline
What it does:
Groups all active loans within a loan stage, looks back at recent history to calculate the estimated pull through, identifies predicted fallout and creates a month end close forecast
Why is it valuable:
What it is:
Traditional Profit & Loss pivot across dimensions not typically available in the GL
What it does:
The Trial Balance & Chart of Accounts are used to build a traditional view of the profit and loss. Behind this profit and loss is a data model joining traditional GL dimensions with fields from the Loan Originations System.
Why is it valuable:
The question is different every day, users can utilize the “Global Search” capabilities to find insights not previously available, limiting the need for spreadsheet work.
What it is:
Financial variance analysis on steroids
What it does:
A natural extension of the Profit & Loss views, this solution provides ability to research and understand virtually any variance across any dimension from your GL and LOS.
Why is it valuable:
Do not sell my personal information. Additional Information: Cookie Policy.
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