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Your data. Your dashboards. Your way.

Reports & Analytics gives you a drag-and-drop dashboard builder with a full widget library — loan summaries, commission reports, activity trackers, and more. Apply global filters, save custom layouts, and export to CSV, XLSX, or PDF. Every widget pulls real-time data so your numbers are always current.

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Drag & Drop
Dashboard Builder
3 Formats
CSV / XLSX / PDF
Custom
Dashboards & Reports
Real-Time
Live Data

Everything you need. Nothing you don't.

Purpose-built features designed by mortgage professionals, for mortgage professionals.

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Drag-and-Drop Dashboard Builder

Build custom dashboards by dragging widgets onto a responsive canvas. Arrange, resize, and reorder components until your layout is exactly right.

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Widget Library

Choose from a growing library of pre-built widgets: loan pipeline summaries, commission breakdowns, activity reports, volume trackers, and more.

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Loan Summary Widgets

At-a-glance loan summaries showing counts by status, average loan size, funding velocity, and pipeline value — updated in real time.

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Commission Reports

Track earnings across loan officers, time periods, and branches. See commission splits, bonus tiers, and year-to-date totals in one view.

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Activity Reports

Monitor team productivity with activity widgets that track calls made, emails sent, applications submitted, and tasks completed.

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Global Filters

Apply filters across your entire dashboard at once — date range, loan officer, loan status, branch, and more. Every widget updates simultaneously.

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Save & Load Configurations

Save your dashboard layouts and load them anytime. Create different configurations for daily standups, monthly reviews, and executive summaries.

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Export to CSV, XLSX & PDF

Export any report or full dashboard in three formats. Generate polished PDFs for stakeholders, or pull raw data into CSV and Excel for deeper analysis.

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Responsive Canvas Layout

Dashboards adapt to any screen size. Build on desktop and your layout automatically adjusts for tablet and mobile viewing.

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Widget Management

Reorder, resize, and remove widgets on the fly. Drag to rearrange, pull corners to resize, or dismiss widgets you no longer need.

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Custom Report Creation

Go beyond pre-built widgets. Create custom reports with your own data sources, filters, and visualizations tailored to your organization's KPIs.

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Real-Time Data

Every widget pulls live data from your MxEngine workspace. No stale numbers, no manual refreshes — your dashboards are always current.

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Frequently Asked Questions

How do I build a custom dashboard?
Open the Reports module and click "New Dashboard." You'll see a blank canvas and a widget library on the side. Drag widgets onto the canvas, arrange them however you like, apply global filters, and hit save. Your dashboard is ready to use and will update with live data every time you open it.
What kinds of widgets are available?
The widget library includes loan pipeline summaries, commission reports, activity trackers, volume charts, funnel visualizations, status breakdowns, and more. Each widget is configurable — you can adjust date ranges, filter by loan officer or branch, and choose between chart types like bar, line, and pie.
Can I export my reports to share with stakeholders?
Absolutely. Every dashboard and individual widget can be exported in three formats: CSV for raw data, XLSX for spreadsheet analysis, and PDF for polished stakeholder reports. PDFs maintain your dashboard layout and styling for a professional presentation.
Do global filters affect all widgets at once?
Yes. When you set a global filter — like a date range or loan officer — every widget on your dashboard updates simultaneously. This makes it easy to drill into specific time periods, team members, or loan statuses without reconfiguring each widget individually.
Can I save multiple dashboard layouts?
Yes. You can save as many dashboard configurations as you need. Create a "Daily Standup" dashboard with pipeline and activity widgets, a "Monthly Review" dashboard with commission and volume reports, and an "Executive Summary" with high-level KPIs. Switch between them with a click.

Explore Related Modules

MX LOS

Full loan origination system — the data behind your reports and dashboards.

MX Bank

Rate sheets, pricing, and bank management powering your loan data.

Rankings

Leaderboards and performance rankings for loan officers and teams.

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