Live leaderboards, horse race animations, and AI-powered performance analysis keep your team motivated and your managers informed. Filter by MTD, QTD, or YTD across individuals, teams, or the entire company.
Purpose-built features designed by mortgage professionals, for mortgage professionals.
Watch your team compete in real time with a visual horse race that animates production rankings. Instantly see who is leading in units, revenue, or any metric you choose — updated live as loans close.
Drill into a full leaderboard with sortable columns for units closed, total revenue, average loan amount, pull-through rate, and more. Click any row to see that originator's trend history.
Toggle between Month-to-Date, Quarter-to-Date, Year-to-Date, or set custom date ranges. Rankings recalculate instantly so you can compare performance across any window.
View rankings at three levels — Individual originators, Team aggregates, or Company-wide rollups. Managers can benchmark branches against each other or track a single LO's trajectory.
A top-of-page stats bar displays total units, gross revenue, average loan price, and trend arrows at a glance. No scrolling required to know where you stand this period.
Every ranking entry shows directional trend arrows — up, down, or flat — compared to the previous period. Spot who is surging and who needs coaching before the month ends.
Ask the embedded AI Coach questions like "Who improved the most this quarter?" or "Which team is on pace to hit target?" and get instant, data-backed answers from your production numbers.
Automated notifications fire when originators hit personal bests, cross unit thresholds, or climb the leaderboard. Celebrate wins publicly to keep your team motivated.
Set monthly or quarterly production goals per originator or team, then see progress-to-goal bars layered right into the leaderboard. Everyone knows exactly how close they are to target.
Watch the AI analyze your data and deliver actionable insights in real time.
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