Stop Juggling Disparate Data Sources in Your Mortgage Pipeline
Mortgage brokers lose an average of 15 hours weekly reconciling loan statuses across emails, CRMs, and spreadsheets. Our custom dashboards deliver real-time visibility into pipeline health, slashing compliance risks by up to 40% and boosting close rates.
Join 250+ businesses with streamlined compliance and 25% faster deal cycles
The "Fragmented Pipeline" Problem
Scattered loan origination data across LOS, CRM, and servicing silos leads to missed 3-day ATR/QM underwriting deadlines under CFPB guidelines
Compliance headaches from manual TRID tracking in disconnected tools, risking $5,000+ per violation fines from incomplete Loan Estimates and Closing Disclosures
Delayed GFE and TIL borrower notifications causing pipeline bottlenecks, lost refinance deals, and potential RESPA violations
Inaccurate commission forecasts due to fragmented LOS origination reports, leading to payroll discrepancies and broker retention issues
Regulatory audit failures from incomplete HMDA data aggregation, exposing firms to up to $1M in CFPB penalties for underreporting protected class loans
Overlooked fraud risks in real-time applicant verification processes, missing OFAC sanctions checks and synthetic identity fraud in mortgage applications
Enterprise-Grade Custom Dashboards Built for Mortgage Precision
With over a decade architecting compliance-first systems for financial firms, AIQ Labs delivers proven, scalable solutions trusted by leading brokerages.
Why Choose Us
We craft bespoke dashboards that integrate your LOS, CRM, and regulatory feeds into a single, secure interface. No more piecing together Excel sheets during peak refinance seasons. Our approach starts with mapping your exact workflow—from lead intake to closing—ensuring every KPI reflects mortgage-specific metrics like LTV ratios and escrow timelines. Enterprise-grade security meets your confidentiality needs, with role-based access preventing unauthorized views of sensitive borrower data. The result? A unified command center that turns data chaos into strategic advantage, much like a well-orchestrated closing table where every document aligns perfectly.
What Makes Us Different:
Unlock Informed Decisions That Drive Mortgage Success
Real-Time Pipeline Visibility
Real-Time Pipeline Visibility: Track loan applications from pre-approval to funding with live updates, including automated HMDA flagging. Brokers using our dashboards report a 30% reduction in cycle times—down from 45 to 31 days—spotting bottlenecks like delayed 1003 form appraisals before they derail deals and ensuring smoother handoffs to servicing under RESPA timelines.
Ironclad Compliance Monitoring
Ironclad Compliance Monitoring: Automated tracking of TILA disclosures, fair lending metrics, and ECOA disparate impact analysis keeps you audit-ready for CFPB exams. In a recent deployment at a mid-sized brokerage handling 500+ loans annually, compliance review time was cut by 50%—from 20 hours to 10 per audit—avoiding fines that average $10,000 per TRID violation in the mortgage sector.
Actionable Insights for Revenue Growth
Actionable Insights for Revenue Growth: Forecast commissions and identify high-conversion borrower segments with predictive analytics on LTV ratios and credit scores. One mid-tier lender saw a 22% uptick in refinance volumes—adding $2.5M in originations—after visualizing referral patterns from CRM data, turning siloed reports into dollars without guesswork.
What Clients Say
"Before AIQ Labs, our team was buried in spreadsheets trying to track 200+ loans monthly across our Encompass LOS. Now, the dashboard flags ECOA adverse action notices in seconds, and we've closed 15% more deals this quarter—up from 45 to 52—without extra staff, all while staying HMDA-compliant."
Sarah Jenkins
Senior Mortgage Underwriter, Horizon Mortgage Group
"Integrating our Black Knight CRM with the custom dashboard saved us during last year's rate surge from 3% to 7%. We monitored LTV thresholds in real time, reducing pull-through risks by 28% from 85% to 61% fallouts, and streamlined TRID audits that used to take 3 days down to hours."
Michael Torres
Director of Loan Operations, Apex Mortgage Brokers Inc.
"The fraud detection layer caught a suspicious identity mismatch on a $450K jumbo application last month via SSN validation—something we'd have missed in our legacy system. Compliance is now proactive with OFAC alerts, not reactive, and our error rate dropped to under 2% from 5% year-over-year."
Lisa Chen
Chief Compliance Officer, Secure Lending Partners LLC
Simple 3-Step Process
Discovery and Workflow Mapping
We dive into your mortgage operations, identifying key pain points like LOS data gaps and regulatory touchpoints to blueprint a dashboard that fits your brokerage like a tailored closing disclosure.
Custom Build and Integration
Our engineers construct the dashboard with secure APIs linking your systems, incorporating AI for predictive loan health scores and compliance alerts, all tested against real brokerage scenarios.
Deployment and Optimization
Roll out with hands-on training for your team, followed by iterative refinements based on usage data, ensuring your dashboard evolves with changing lending regulations and market shifts.
Why We're Different
What's Included
Common Questions
How do your custom dashboards ensure compliance with mortgage regulations like TRID?
Our dashboards are engineered with built-in compliance modules that automate TRID timelines, flagging disclosure deadlines and integrating with your LOS for accurate LE and CD generation. We use secure, encrypted data handling compliant with GLBA standards, and every update is logged for audits. For instance, in a recent project for a 150-loan brokerage, this reduced manual checks by 60%, ensuring no violations during high-volume periods. Unlike generic tools, we customize rulesets to your state's specific lending laws, providing peace of mind and audit-ready reports at the click of a button.
What integrations do you support for mortgage broker systems?
We specialize in deep, two-way integrations with platforms like Encompass, Calyx Point, and Black Knight, pulling in real-time data on applications, credit pulls, and funding statuses. Our custom APIs handle everything from CRM syncs with Salesforce to accounting ties via QuickBooks, eliminating data silos. A client in the jumbo loan space integrated their servicing platform this way, gaining unified views that cut reconciliation time from hours to minutes daily. We avoid superficial connections, building robust links that withstand API updates and scale with your volume.
How long does it take to build and deploy a custom dashboard?
Timeline varies by complexity, but most mortgage broker dashboards are designed, built, and deployed in 6-8 weeks, including discovery and testing phases. We start with a two-week audit of your workflows to prioritize features like pipeline tracking, then iterate in agile sprints. One brokerage went live in five weeks after we focused on core KPIs, transforming their chaotic Excel processes into a streamlined system that handled a 40% volume spike without issues. Post-launch, we provide two weeks of support to refine based on your team's feedback.
Are these dashboards secure for handling sensitive borrower data?
Absolutely—security is non-negotiable in mortgage ops. We implement SOC 2-compliant architecture with end-to-end encryption, multi-factor authentication, and granular access controls to protect PII like SSNs and financials. Dashboards include audit logs for every view or edit, meeting CFPB expectations. In a deployment for a firm dealing with high-net-worth clients, this setup passed an external penetration test with zero vulnerabilities, giving them confidence to share limited views with partners while maintaining confidentiality across their 300+ active loans.
Can the dashboard scale as our brokerage grows?
Yes, our enterprise-grade builds are designed for scalability, handling everything from 50 to over 1,000 monthly applications without performance dips. We use cloud-optimized frameworks that auto-scale resources during peak seasons like spring buying rushes. A growing brokerage we partnered with started at 100 loans and expanded to 400 within a year; the dashboard adapted seamlessly, incorporating new features like branch-level reporting without downtime. This ownership model means you control the scaling, avoiding the cost hikes of SaaS subscriptions.
What kind of support do you offer after deployment?
We provide comprehensive post-deployment support, including a 90-day optimization period with bi-weekly check-ins to tweak KPIs based on your usage data. Ongoing maintenance is available as a flat-fee retainer, covering updates for regulatory changes like new QM rules. For example, when a client needed to adapt for updated FHA guidelines, our team rolled out enhancements in under a week, ensuring their dashboard stayed compliant and effective. This builder mindset means we're invested in your long-term success, not just the initial build.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.