Skip to main content

Market Intelligence BI Dashboard Global Filters

Learn how to use global filters to see the data you want in our BI dashboards.

M
Written by Megan Horn
Updated over a week ago

iEmergent's BI dashboards offer a mix of global filters to help you find the exact information you're looking for. Learn how to use these filters to report on actionable data.

In the "Profile" Dashboard, there are global filters for each type of profile. These global filters apply within each profile type but do not extend across profile type. For example, if you have a filter on the LO Profile, it does not apply to the Broker Profile.

Profile Filters

Here are the filters available on the profiles dashboard.

Geography

Filter your reports by geography. See just the specific markets you care about.

  • State

  • MSA/CBSA

  • County

Census Tract Type

Narrow your data down to just certain census tracts that meet the filter criteria:

  • CRA

  • LMI

  • MBCT

  • MHCT

  • MBHCT

  • MMCT

Time Period

Filter the data by a single year or by the last several years to either isolate a year or compare trends over time.

Transaction Type

Look at data for all loans, or focus on categories of loans:

  • Purchase

  • Refi

  • Purchase + Refi

  • Equity

Loan Type

Look at all loan types or narrow the data down to the following:

  • Conforming

  • Jumbo

  • FHA

  • VA

  • Other

Property Type

Focus on residential loans or expand the data to view non-residential as well.

Lender Type

Segment data by the lenders' categories:

  • Bank

  • Credit Union

  • IMB

Agent Role

On the Real Estate Agent Profile, view data by whether the agent was the selling agent or the buying agent.

Status

On the Real Estate Agent Profile, filter data based on whether real estate listings are:

  • Active

  • Pending

  • Sold

  • Other

HMDA Dashboard Filters

Here are filters available on the HMDA data dashboard.

Geography

Filter your reports by geography. See just the specific markets you care about.

  • State

  • MSA/CBSA

  • County

Census Tract Type

Narrow your data down to just certain census tracts that meet the filter criteria:

  • CRA

  • LMI

  • MBCT

  • MHCT

  • MBHCT

  • MMCT

Time Period

Filter the data by a single year or by the last several years to either isolate a year or compare trends over time.

Loan Purpose

Look at data for all loans, or focus on categories of loans:

  • Purchase

  • Refi

  • Purchase + Refi

  • Home Improvement

  • Other

Loan Type

Look at all loan types or narrow the data down to the following single categories:

  • Conforming

  • Jumbo

  • FHA

  • FSA

  • VA

  • Other

Or use combined categories:

  • Conventional (Conforming + Jumbo)

  • Government (FHA + FSA + VA)

Occupancy

Filter by occupancy type, including:

  • Principal Residence

  • Second Residence

  • Investment Property

Lien

View all loans or filter loans by lien type:

  • First Lien

  • Subordinate Lien

Total Units

To separate out multi-unit properties, you can filter by:

  • 1-4 Units

  • 5+ Units

Lender Type

Segment data by the lenders' categories:

  • Bank

  • Credit Union

  • IMB

Lender

View loan data for a specific lender or a combination of multiple lenders.

Race/Ethnicity

Filter loans to see just minority borrowers or certain race/ethnicity borrower segments:

  • Asian

  • Black/AA

  • Hispanic White

  • Native American/Alaskan

  • Non-Hispanic White

  • Pacific Islander

Or view all minority segments (all of the above except Non-Hispanic White) with the "Minority" filter.

Did this answer your question?