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.
