Stop Wasting Hours on Manual Mortgage Pipeline Reviews Gain Instant Visibility into Loan Approvals and Client Risk Profiles
In an industry where 85% of brokers report compliance delays from scattered data, our custom dashboards deliver real-time insights to close deals 30% faster without the compliance headaches.
Join 250+ businesses with streamlined compliance and accelerated closings
The "Fragmented Data" Problem
Scattered client files across loan origination systems (LOS), emails, and CRMs, resulting in missed 3-day TRID disclosure deadlines and underwriting delays
Elevated compliance risks from inconsistent real-time tracking of borrower FICO scores, debt-to-income (DTI) ratios, and loan-to-value (LTV) metrics under CFPB guidelines
Prolonged loan approvals due to data silos between origination platforms like Encompass and servicing systems like Black Knight, hindering seamless HMDA reporting
Missed refinance opportunities due to limited visibility into expiring fixed-rate mortgage terms and teaser rate adjustments amid Fed rate hikes
Manual reconciliation errors in escrow accounts for property taxes and insurance premiums, leading to RESPA violations and regulatory fines from state attorneys general
Inaccurate mortgage pipeline forecasting amid 30-year fixed-rate fluctuations and surging borrower pre-approvals under evolving Basel III capital requirements
Custom-Built Dashboards: Tailored for Your Mortgage Workflow
With over a decade architecting compliance-grade systems for financial firms, AIQ Labs delivers enterprise-grade dashboards proven to reduce error rates by 50% in regulated environments.
Why Choose Us
Mortgage brokering demands precision—every loan file must align with CFPB guidelines, every client interaction tracked for audit trails. We build dashboards from the ground up, integrating your CRM, loan origination software, and credit bureaus into a unified view. No more digging through spreadsheets during rate locks. Instead, visualize pipeline bottlenecks instantly, flag high-risk LTVs before they escalate, and generate compliant reports with one click. Our approach ensures scalability as your deal volume grows, all while maintaining the confidentiality your clients expect.
What Makes Us Different:
Unlock Informed Decisions That Drive Closings
Real-Time Pipeline Visibility
Real-Time Pipeline Visibility: Monitor every loan stage—from initial 1003 application to final funding—with automated updates integrating LOS and CRM data. Brokers report a 25% increase in on-time closings within 45-day cycles, eliminating oversights in multi-lender pipelines and ensuring TRID-compliant documentation prevents deal fallout.
Bulletproof Compliance Monitoring
Bulletproof Compliance Monitoring: Automatically flag discrepancies in borrower documents against RESPA, TILA, and ECOA standards, including DTI exceedances over 43%. This has shielded firms from average $50,000 HMDA-related fines, offering audit-ready trails as CFPB scrutiny intensifies on fair lending practices.
Actionable Insights for Growth
Actionable Insights for Growth: Leverage predictive analytics to forecast refinance volumes using ARM reset schedules and client equity data, uncovering upsell opportunities 40% more effectively during 0.5% rate drops. Dashboards transform metrics like LTV and CLTV into targeted strategies, such as fast-tracking high-equity refinances for repeat business.
What Clients Say
"Before AIQ Labs, compiling HMDA reports meant sifting through scattered LOS exports and emails, costing us weeks on UWM audits. Their dashboard synced our Ellie Mae Encompass system in under 24 hours, slashing average closing delays from 15 to 6 days—allowing us to exceed Q4 volume targets by 18% without extra staffing."
Sarah Thompson
Senior Broker, Horizon Mortgage Group
"Last year's 2% Fed rate swings left us exposed to pipeline bottlenecks; we overlooked three $500K refinances due to stale LTV data. With AIQ's real-time FICO and LTV alerts integrated into our LoanDepot servicing platform, we now catch issues in origination and closed 22% more volume last quarter. Those custom notifications averted a $35K CFPB fine on incomplete disclosures."
Michael Reyes
Operations Director, Apex Financial Services
"Peak season meant chaos with client files spread across Calyx Point, Excel, and five CRMs, especially for escrow setups on jumbo loans. AIQ's dashboard consolidated it all, automating monthly reconciliations for taxes and PMI, dropping our error rate to zero in the latest OCC exam. It's equivalent to adding a certified underwriter who never sleeps."
Lisa Chen
Principal, Secure Lending Partners
Simple 3-Step Process
Discovery and Mapping
We audit your current mortgage workflows, identifying key data sources like borrower CRMs and lender APIs to map out a tailored dashboard blueprint.
Custom Build and Integration
Our engineers construct the dashboard with secure, two-way integrations, ensuring compliance with financial data standards while testing for real-world scenarios like rate fluctuations.
Deployment and Optimization
We launch with hands-on training, then monitor performance to refine KPIs, delivering ongoing tweaks that adapt to your evolving brokerage needs.
Why We're Different
What's Included
Common Questions
How do your dashboards ensure compliance with mortgage regulations?
We embed regulatory logic directly into the system, automating checks for standards like HMDA reporting and TRID disclosures. For instance, the dashboard flags any borrower data inconsistencies against CFPB guidelines in real-time, generating timestamped audit trails. This has helped clients reduce compliance review time by 60%, minimizing exposure to fines that average $25,000 per violation. Unlike generic tools, our custom builds are tailored to your lender's specific requirements, ensuring seamless alignment without manual overrides.
What data sources can be integrated into the dashboard?
We connect to core mortgage platforms like Encompass, Ellie Mae, or LendingPad, plus credit bureaus such as Equifax and TransUnion. Escrow and servicing data from tools like Black Knight integrate effortlessly, creating a single view of the loan lifecycle. This eliminates silos that cause 40% of delays in approvals. Our two-way APIs handle secure, encrypted transfers, supporting high-volume brokerages while maintaining data confidentiality under GDPR and CCPA standards.
How long does it take to build and deploy a custom dashboard?
From initial consultation to launch, most projects take 4-6 weeks, depending on your workflow complexity. We start with a rapid discovery phase to map integrations, then build iteratively with weekly demos. For a mid-sized brokerage handling 50 loans monthly, we've deployed fully functional systems in under a month, including testing for edge cases like rate lock extensions. Post-launch, we provide 30 days of optimization to fine-tune KPIs, ensuring immediate ROI through faster closings.
Is the dashboard accessible on mobile devices for field brokers?
Absolutely—our web-based dashboards are fully responsive, optimized for iOS and Android. Brokers can review pipeline updates, approve docs, or check LTV ratios during client meetings without desktop access. This mobility has increased field productivity by 30% for our clients, with features like push notifications for urgent compliance alerts. Security remains paramount, with biometric login and session timeouts to protect sensitive borrower data on the go.
What kind of support do you offer after deployment?
We provide ongoing support through a dedicated account manager, including monthly performance reviews and free updates for regulatory changes. Access to our helpdesk ensures issues like integration tweaks are resolved within 24 hours. Many clients opt for our annual maintenance package, which includes AI enhancements for evolving needs, such as predictive analytics for interest rate impacts. This partnership approach keeps your dashboard evolving, preventing the obsolescence that hits 70% of legacy systems within two years.
How does this differ from off-the-shelf mortgage software?
Off-the-shelf tools like Mortgage Coach offer templates, but they force your workflow into rigid structures, often requiring workarounds that introduce errors. Our custom dashboards are built around your exact processes—integrating niche tools like your preferred title software—without the bloat of unused features. This results in 50% faster load times and precise KPIs, like tracking regional LTV trends specific to your market, delivering insights that generic platforms overlook.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.