Mortgage Loan Officer (MLO) Profile Dashboard

The Loan Officer Profile Dashboard can be found under the "Profiles" Dashboard in our Market Intelligence BI Dashboarding Tool.

In the Loan Officer Profile dashboard, you can view origination data for individual LOs.

There are a lot of ways to use this dashboard, including:

Here's how to use this Loan Officer Profile Dashboard.

In the "Loan officer selector" tab, choose the LO(s) of interest.

Step 1: Use the global filters to narrow down the list of LOs in the bottom table. See details filtering options below. You can filter by geography, loan type, transaction type, and more—and then sort by loan count, loan volume, or MMCT/LMI percentages.

Step 2: The filtered list from the table will populate in the LO selection dropdown. Choose one or more LOs to focus on. The data in the rest of the dashboard will be filtered to just the selected LO(s).

Step 3 (Optional): Further filter the LO results by lender(s).

Once the LO(s) is/are chosen in the top dropdown, you can view the "Originations" and "Affiliates" tabs, which will reflect the chosen LO(s).

The "Originations" tab is where you can view loan data for the selected LO(s). This data is also filtered by the global filters at the top. These filters can be turned off or changed in this view to customize the data displayed in the tables and charts.

This table shows originations for the selected LO(s), based on the chosen filters. In the above screenshot, we're seeing loans for one chosen LO (name blurred), only loans in Iowa, only loans for residential properties, and across all the years in the dashboard (in this case, 2020-2025).

Based on geographic filters, this map will zoom and display loans (again, just for this individual LO) as a heat map, with darker counties indicating higher loan counts.

In the bottom table, we're seeing (again, just for this individual LO) loans by quarter categorized by CRA income level. This chart can be adjust to show loan volume as well as percent of loans or loan volume.

The middle dropdown can be changed to categorize data in this chart by quarter, year, month, or state.

The third dropdown is where you choose which parameter you want the chart segmented by. For example, CRA income level (shown above), loan type, MMCT, and more.

The "Affiliates" tab is where you can see lenders, brokers, and real estate partners the selected LO(s) has/have worked with, that apply under the global filters. Again, you can adjust these filters from this view to change the data displayed.

Our selected MLO (name blurred) has mostly worked with the lender GreenState Credit Union, with a few loans done with other lenders. Even though the lenders are from other states, the properties of the loans are in Iowa.

The LO has worked with just one broker—GreenState again—back in 2020/2021.

The last table shows the real estate agents this LO has worked with. In this screenshot, the table is filtered to only show seller agents, but we can switch it to show buyer agents.

The table shows contact information for the real estate agent, which is blurred in this screenshot for privacy.

Here are the global filters available on the LO Profile Dashboard. Use these filters to narrow down the data to find exactly what you're looking for. Isolate data by geography, loan type, year, transaction purpose, and more.

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

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

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

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

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

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

Segment data by the lenders' categories: