Maxwell Business Intelligence
Make proactive decisions driven by data
Maxwell Business Intelligence provides out-of-the-box reports to give lenders insight to face industry challenges head-on.
Maximize back-office efficiency, optimize resources, and identify at-risk loans with a view into processing speed, loan file quality, processing capacity, and team utilization.
Monitor productivity and improve forecasting with reports measuring loan application performance, pipeline volume, pull-through, and turn time.
Track the factors impacting your bottom line with in-depth analyses on closing costs, tolerance cures, and secondary performance.
Identify and analyze industry trends, comparing your business to the mortgage market using key loan and borrower characteristics.
Reports for Operations
Pull-through
View common industry KPIs, including pull-through, turn time, and production units for various loan events.
Loan Volume
Track your team’s volume over time across teams, loan types, and programs.
Loan application
View current and historical performance of the Maxwell Point of Sale loan application.
Loan lock
Track recent lock activity and upcoming expirations to evaluate loan officer performance and reduce lock extension costs.
Pipeline
View pipeline distribution and current time-in-milestone.
Touches
View milestone touch trends, or the number of times a loan re-enters a milestone.
Turn times
View milestone turn-time trends and performance.
Pipeline
View the pipeline of active conditions by role and status.
Turn times
Compare time-to-clear conditions across various attributes.
Efficiency
Track consistency of conditions per loan and waived conditions.
Loans at risk
Prioritize your pipeline with historical turn times and active condition counts.
Reports for Sales
Pull-through
View common industry KPIs, including pull-through, turn time, and production units for various loan events.
Loan Volume
Track your team’s volume over time across teams, loan types, and programs.
Loan application
View current and historical performance of the Maxwell Point of Sale loan application.
Loan lock
Track recent lock activity and upcoming expirations to evaluate loan officer performance and reduce lock extension costs.
Reports for Finance
Tolerance cures
Track tolerance cures over time and identify team members generating cures.
Recognized revenue
View loan revenue calculations using secondary sale amount and closing costs by investor, team, and loan program.
Reports for Executives
Market volume
Compare your loan volume and key characteristics to the market.
Borrower demographics
Compare your borrowers’ demographics and credit/risk factors to the market.
AskMax: AI-powered insights to move your business forward
Within Maxwell Business Intelligence, the AskMax feature leverages breakthroughs in artificial intelligence to make analytics even more accessible to lending teams.
Instant, straightforward answers on a wide range of topics
Ask loan-related questions and receive simple answers from your data concierge.
Impactful visuals
Charts and graphs allow you to visualize the data in a shareable format.
Easily shared with teams
Share your insights with other stakeholders and easily save to revisit when necessary.
Rutul Dave
Co-founder / CTO, Maxwell
“As costs continue to rise and market challenges persist, fast, reliable data will only become more vital to lending success.”
—Rutul Dave, Co-founder / CTO, Maxwell