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.