Gestion
What KPIs should a mortgage brokerage actually watch?
Counting how many files closed at month's end tells you nothing about your brokerage's real health. Here are the metrics that actually matter.
Reporting and steering
Know Monday morning which commissions land.
The dashboard adds up production, conversion and commissions live, exportable as a PDF.
1 evening a monthThe dashboard shows the real state of your production: what is moving, what is stuck, and where time is lost.
What it fixes
- You don't know how many files are actually active.
- The monthly report is built by hand the night before.
- You can't compare two brokers' performance.
Video walkthrough
Video coming soon for this module
KPI dashboard
Pipeline, average time per stage, approval rate and volumes are computed continuously from real files.
- Value and count of files per stage
- Average time from submission to decision
- Approval rate per lender
- Volume per broker
Reports and exports
Produce a clean document for the client, the lender or your production meeting without manual formatting.
- Client summary and lender summary in PDF
- Monthly production report
- Charts and pivot tables
- Structured export to external tools (Filogix-style)
Ownership structure simulator
Compare ownership scenarios for a property to support a conversation between the client and their accountant.
- Ownership scenario comparison
- Figures exportable for the client's accountant
FAQ about this module
Further reading
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