Enhance both quality and volume of loans in your pipeline with dynamic tracking, monitoring and measuring of sales leaders, branch managers and lenders. Easily manage loan officers and branches to help foster better performance across multiple metrics such as volume, units, pull through, cycle time and closing efficiency.
Business Intelligence for lenders
Delivering actionable insights to help improve operational efficiencies, inform strategic decision making, reduce risk and remain competitive
Built for the mortgage industry, ICE Business Intelligence (BI) transforms robust loan data to deliver timely and deep insights, making it easier to access, understand and act upon. ICE BI combines loan origination system data from Encompass® with additional data sources to deliver meaningful analytics via self-service reporting, visualizations, scorecards, configurable KPIs and dashboards.
Improve opportunities. Enhance efficiency. Take action.
ICE BI collects, analyzes and presents the data lenders need to help inform business strategies, reduce loan cycle times and increase pull through.
Identify
Easily detect potential loan processing roadblocks to help resolve issues quicker
Manage
Turn insights into action without relying on IT or data scientists
Forecast
Set goals and leverage forecasting capabilities to track internal department performance and profitability
Monitor
View scorecards that provide both quantity and quality of loan progression data for sales and branch ranking
Deliver
Access and export pre-built, self-service reports and automatically deliver insights via email
Grow
Optimize lead generation investments and activities by combining lead and LOS data to track performance
Get more out of your data with powerful business insights
ICE BI provides a complete pipeline overview with visibility into loan progression integrated into one mortgage system of record and backed by premier dedicated customer support. This actionable data informs users of potential issues, providing the ability to proactively address loans that need attention for pending action items to keep them moving.
Integrate into existing workflows
ICE BI is integrated into the Encompass® loan origination system (LOS) for easy access to current pipeline loan data. Lenders can use ICE BI’s intuitive reports, pre-configured analytics and dashboards to help decrease operational costs, optimize processes, identify trends, uncover new sales opportunities and help teams become more efficient and profitable. Lenders can also bring in their own data and combine it with ICE’s data to further enhance the solution, with the ability to self-create and configure their own analytics.
Leverage ICE BI’s robust database
ICE BI pulls data together from multiple sources, including ICE’s extensive property records, valuations, multiple listing service (MLS), as well as third-party data. This allows users to combine data from disparate systems into simplified dashboards and reporting for easy analysis. ICE BI makes data more accessible and configurable, allowing for streamlining and automation of processes to achieve your specific business needs.
Business intelligence that works for multiple use cases
ICE BI does the work for you. The solution analyzes the data and delivers it via intuitive, easy-to-understand reports, without the need for relying on IT or data scientists. ICE BI can also be leveraged for multiple use cases, including:
Sales
Management
Access detailed information needed to make informed business decisions. Turn your focus fully to responding to the information versus gathering and validating data. Use ICE BI’s in-depth visualizations to gain a deeper understanding of every aspect of business operations, making it easier and faster to detect and solve problems.
Operations
Track process workflows within all departments to pinpoint bottlenecks. Closely monitor the flow of files between processing, underwriting, closing and post-closing departments.
Origination analytics suites
What’s included
ICE BI offers pre-configured, out-of-the-box origination suites available from day one:
- Capacity planning: offers a focused executive view into operational activity emphasizing capacity and priority management.
- Correspondent lending: gives lenders an enterprise-wide overview of a company’s correspondent lending activity.
- Operations: provides pipeline and activity overview of each key functional area of the loan origination process.
- Post closing: helps lenders understand their company’s closing activity and provides information on individual post closers.
- Retail management: provides overview of a company’s sales activity.
- Sales: focuses on executive-level metrics, including sales activity, pipeline performance and forecasting.
- Total closing: offers enterprise-wide overview of a company’s closing activity, with detailed information on specific closers.
- Total processing: gives insight into a company’s processing activity, as well as detailed loan information on individual processors.
- Underwriting management: provides overview of a lender’s underwriting activity, as well as detailed loan information on specific underwriters.
- Wholesale management: gives lenders detailed insights into account executive and broker performance, as well as in-depth information into specific metrics within the wholesale process.
- Compliance: helps monitor compliance performance and proactively address potential issues.
- Disaster management: provides analytics and daily information on properties found in FEMA natural disaster areas.
- Opportunity: optimizes lead generation investments and activities by providing a single location that combines lead and LOS data to track lead performance.