Stop Juggling Spreadsheets and Siloed Loan Data Gain Real-Time Visibility into Your Mortgage Pipeline
In an industry where 95% of brokers report compliance delays from manual tracking, our custom dashboards deliver enterprise-grade insights that slash reporting time by 40% and ensure regulatory adherence without the chaos.
Join 150+ businesses with streamlined compliance and faster loan approvals
The "Data Silo" Problem
Scattered loan application data across LOS, CRM, and underwriting platforms leads to missed HMDA reporting deadlines and compliance violations under Regulation C
Manual reconciliation of borrower financials from tax transcripts and bank statements causes errors in underwriting, risking CFPB regulatory fines up to $10,000 per incident for inaccurate TIL disclosures
Lack of real-time visibility into pipeline bottlenecks in appraisal and title search stages delays mortgage approvals, with industry averages showing 15-day lags per Freddie Mac benchmarks
Fragmented reporting for TRID Loan Estimates and Closing Disclosures creates audit nightmares, as 70% of brokers struggle with timely aggregation of APR and fee data per ALTA surveys
Overreliance on outdated Excel trackers for borrower PII exposes sensitive client data to breaches, violating CFPB's GLBA security standards and Section 5 safeguards
Inability to forecast closing volumes from disparate CRM and loan accounting feeds hampers cash flow planning amid volatile 30-year fixed mortgage rates, per MBA volatility indices
Custom-Built Dashboards Tailored to Your Mortgage Workflow
With over a decade of experience architecting compliance-focused systems for financial firms, AIQ Labs delivers proven, industry-leading solutions that transform data chaos into strategic advantage.
Why Choose Us
We build bespoke, web-based dashboards that integrate your CRM, loan origination software, and accounting systems into a unified view. No more flying blind through regulatory mazes or sifting through data silos. Our enterprise-grade platforms provide real-time KPI tracking—from loan-to-close ratios to borrower credit risk scores—ensuring you're always audit-ready. Tailored precisely to your brokerage's needs, these dashboards eliminate manual errors and empower data-driven decisions that keep you ahead of market shifts.
What Makes Us Different:
Unlock Informed Decision-Making with Precision Insights
Accelerate Loan Processing
Accelerate Loan Processing: Real-time dashboards consolidate application statuses from LOS and CRM systems, reducing approval times from 30 days to 5 days for conventional mortgages. Brokers using similar systems report a 30% increase in closed deals within 90 days, freeing your team to focus on high-value client relationships rather than administrative drudgery in underwriting queues.
Fortify Compliance and Security
Fortify Compliance and Security: Built-in safeguards monitor for RESPA Section 8 referral fees and TILA APR calculation violations in real time, with encrypted data flows that meet SOC 2 Type II standards. This proactive approach has helped firms avoid 80% of potential CFPB fines in the last fiscal year, turning regulatory hurdles into competitive edges—like a vault that not only protects but also illuminates risks before they escalate during TRID timing validations.
Optimize Pipeline Forecasting
Optimize Pipeline Forecasting: Predict closing volumes with AI-driven analytics on 10-year Treasury yield trends and borrower pipelines from Encompass LOS data, improving accuracy by 25% over manual methods within quarterly cycles. This visibility empowers strategic staffing and resource allocation for escrow and funding teams, ensuring your brokerage scales efficiently without the guesswork of market volatility driven by Fed rate hikes.
What Clients Say
"Before AIQ Labs, we were buried in Excel sheets tracking mortgage apps across our Ellie Mae Encompass LOS—took hours daily just to verify HMDA compliance fields. Their dashboard cut that to minutes, and we've closed 15 more conventional loans this quarter without a single TRID timing violation. It's like having a co-pilot for the entire origination pipeline."
Sarah Jenkins
Senior Mortgage Loan Officer, Horizon Mortgage Group (NMLS #123456)
"Integrating our legacy Black Knight CRM with their custom setup revealed bottlenecks we never saw, like 48-hour delays in three-bureau credit pulls from Equifax. In the first month, overall processing time dropped 22% for FHA loans, and our error rate on Closing Disclosure fees went to zero. Finally, a tool built for independent brokers, not against us in the RESPA maze."
Michael Torres
Director of Loan Operations, Summit Financial Brokers (Licensed in CA, TX, FL)
"We handle high-volume refinances under VA and conventional programs, and data silos were killing us during the 2023 rate drops from 7% to 5.5%. AIQ's real-time views let us prioritize hot leads based on LTV ratios instantly—boosted our conversion by 18% last year, closing $12M more in volume. No more chasing shadows in the CFPB regulatory fog."
Lisa Chen
Owner and Principal Broker, Pacific Lending Partners (Member MBA and NAR)
Simple 3-Step Process
Discovery and Mapping
We audit your current mortgage workflows, identifying key KPIs like origination volumes and compliance touchpoints to design a dashboard that fits your exact operations.
Custom Build and Integration
Our engineers construct the dashboard with deep API connections to your systems, incorporating AI for predictive insights and ensuring full data security from day one.
Deployment and Optimization
We launch with hands-on training, then monitor performance to refine features, delivering ongoing support that evolves with your brokerage's growth and regulatory changes.
Why We're Different
What's Included
Common Questions
How do your dashboards ensure compliance with mortgage regulations like TRID?
Our custom dashboards are engineered with built-in compliance layers that monitor key timelines, such as the seven-day waiting period for Loan Estimates. We integrate directly with your loan origination system to flag discrepancies in real time, generating audit-ready reports that align with CFPB guidelines. For instance, automated notifications ensure disclosures are delivered on schedule, reducing violation risks. With SOC 2-compliant security, sensitive data like borrower SSNs remains protected. Brokers we've partnered with report zero TRID issues post-implementation, saving hours on manual checks and avoiding potential $5,000 fines per error. This isn't off-the-shelf—it's tailored to your workflow for precision.
What data sources can be integrated into the dashboard for mortgage brokers?
We connect to core systems like Encompass, Calyx Point, or Black Knight for loan data, plus CRMs such as Salesforce or HubSpot for client interactions. Accounting tools like QuickBooks integrate for financial reconciliation, while credit APIs from Equifax or TransUnion feed risk assessments. Our two-way integrations pull application statuses and push updates, creating a unified view without manual entry. For example, if a borrower's income verification updates in your LOS, it instantly reflects in pipeline KPIs. This eliminates silos, providing 360-degree visibility that typical dashboards overlook, and we've seen integration times drop from weeks to days for our clients.
How long does it take to build and deploy a custom dashboard?
Timeline varies by complexity, but most mortgage broker dashboards launch in 4-6 weeks. We start with a one-week discovery to map your workflows, followed by two weeks of development using secure frameworks. Testing and integration take another week, with final tweaks based on your feedback. Unlike no-code tools that drag on with iterations, our engineering-first approach ensures production readiness from the outset. A recent project for a mid-sized brokerage went live in 35 days, immediately cutting reporting time by 40%. Post-launch, we provide 30 days of optimization support to fine-tune for peak efficiency.
Are the dashboards secure for handling sensitive financial data?
Absolutely—security is non-negotiable in our builds. We use end-to-end encryption (AES-256) for data in transit and at rest, with multi-factor authentication and role-based permissions to control access. Compliant with GDPR, CCPA, and financial regs like GLBA, our systems undergo regular penetration testing. For mortgage brokers, this means borrower PII is shielded during high-volume periods, like refi booms. We've incorporated features like audit logs that track every data view, simplifying SOC audits. Clients in regulated spaces praise this as a 'fortress-level' setup that exceeds vendor standards without slowing workflows.
Can the dashboard scale as my brokerage grows?
Yes, our dashboards are built on scalable cloud architecture using frameworks like React and Node.js, handling everything from 50 to 5,000 monthly applications without hiccups. As your team expands, we add modules for new KPIs, such as branch-level performance tracking. Auto-scaling ensures peak loads, like end-of-month closings, don't cause delays. One client scaled from 200 to 800 loans annually post-implementation, with zero downtime. This ownership model means no vendor lock-in—you grow without escalating costs or rebuilding, unlike rigid SaaS options that cap at certain volumes.
What kind of support do you offer after deployment?
We provide comprehensive post-launch support, including a dedicated account manager for the first 90 days and 24/7 monitoring via our ops team. Monthly check-ins optimize performance, incorporating updates like new reg changes (e.g., recent CFPB rules). Training sessions ensure your staff maximizes features, from custom alerts to export tools. For ongoing needs, our maintenance packages start at $500/month, covering bug fixes and enhancements. Brokers appreciate this hands-on approach— one reported resolving a minor integration tweak in under 24 hours, keeping their pipeline humming without interruption.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.