Broker Profile Dashboard

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

In the Broker Profile Dashboard, you can view origination data for individual or groups of brokers.

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

Here's how to use this Broker Profile Dashboard.

In the "Broker selector" tab, choose the broker(s) of interest.

Step 1: Use the global filters to narrow down the list of brokers in the bottom table. See detailed filtering options below. You can filter by geography, loan type, property 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 broker selection dropdown. Choose one or more brokers to focus on. The data in the rest of the dashboard will be filtered to just the selected broker(s).

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

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

In the bottom table, we're seeing (again, just for this individual broker) loans by year categorized by transaction type. This chart can be adjusted 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, transaction type (shown above), MMCT, and more.

The "Affiliates" tab is where you can see LOs, lenders, and real estate partners the selected broker(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 broker (name blurred) has several LOs with 100+ loans in the selected time period (2020-2025) and that fall under the global filter parameters (residential properties, with IMBs, and in majority-minority census tracts (MMCTs)).

The broker has done many loans with lenders like United Wholesale and Equity Prime.

The last table shows the real estate agents this broker 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 Broker 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: