Lender Profile Dashboard

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

In the Lender Profile dashboard, you can view origination data for individual or groups of lenders.

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

Here's how to use this Lender Profile Dashboard.

In the "Lender selector" tab, choose the lender(s) of interest.

Step 1: Use the global filters to narrow down the list of lenders in the bottom table. See detailed 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 lender selection dropdown. Choose one or more lenders to focus on. The data in the rest of the dashboard will be filtered to just the selected lender(s).

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

The "Originations" tab is where you can view loan data for the selected lender(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 lender(s), based on the chosen filters. In the above screenshot, we're seeing loans for one chosen lender (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 lender) as a heat map, with darker counties indicating higher loan counts.

In the bottom table, we're seeing (again, just for this individual lender) loans by year categorized by whether they were CRA eligible or not. 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 eligible (shown above), loan type, MMCT, and more.

The "Affiliates" tab is where you can see LOs, brokers, and real estate partners the selected lender(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 lender (name blurred) has several LOs with 30+ loans in the selected time period (2020-2025) and that fall under the global filter parameters (Iowa).

The lender has done many loans with brokers like West Capital and Primerica.

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

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

Here are the global filters available on the Lender 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: