Application-stage reports, lock pipelines, milestone trackers, and fallout summaries.
For mortgage operators
Turn applications, funded volume, pull-through, lock-to-close timing, and source ROI into one dashboard.
Use the reports already coming from LOS exports, rate-lock trackers, loan-officer scorecards, and referral-source spreadsheets. Instalytix helps mortgage teams review pipeline health without rebuilding a monthly recap from scratch.
- Applications, locks, funded volume, and fallout in one operating view
- Loan-officer performance and source ROI tied to actual funded outcomes
- Lock-to-close timing and process bottlenecks surfaced faster
Relevant inputs
Show the transformation instead of describing it.
Lead with a visual from raw reports to a finished dashboard so visitors understand the product without reading a paragraph block first.
Monthly funded units, dollar volume, branch rollups, and loan-officer scorecards.
Purchase vs refinance, FHA/VA/conventional mix, and lender allocation spreadsheets.
Realtor, builder, and paid-source reporting tied to funded outcomes and conversion.
Sample dashboard
Mortgage Broker Pipeline
Applications Received
312Pull-Through Rate
67%Funded Volume
$86.4MLock-to-Close Days
24Pipeline by Milestone
Current Month / Prior MonthApplications
Locked
Clear to Close
Funded
Lock-to-Close Days by Loan Type
Top contributing buckets
FHA
29 Days
Jumbo
26 Days
VA
24 Days
Conventional
21 Days
Funded Volume by Referral Source
Visual mix
Realtor Network
Builder Partners
Past Client
Paid Search
What jumps out
Applications rose 15.3% and funded volume followed, which suggests the pipeline improvement is translating into rea…
Dashboard mock
Make the outcome obvious in one glance.
Use a graphic KPI band and a fuller dashboard surface so the page feels like a product preview, not just copy about a product preview.
Applications Received
312Pull-Through Rate
67%Funded Volume
$86.4MLock-to-Close Days
24Applications received
312
+15.3% · rolling 30 days
Pull-through rate
67%
+5.0 pts · application to funded
Funded volume
$86.4M
+11.8% · month to date
Lock-to-close days
24
-3 days · process improvement
Sample dashboard
Mortgage Broker Pipeline
Applications Received
312Pull-Through Rate
67%Funded Volume
$86.4MLock-to-Close Days
24Pipeline by Milestone
Current Month / Prior MonthApplications
Locked
Clear to Close
Funded
Lock-to-Close Days by Loan Type
Top contributing buckets
FHA
29 Days
Jumbo
26 Days
VA
24 Days
Conventional
21 Days
Funded Volume by Referral Source
Visual mix
Realtor Network
Builder Partners
Past Client
Paid Search
What jumps out
Mortgage pipeline dashboard covering two branches and 11 loan officers. Application volume and funded volume both improved, but fallout remains concentrated in…
Questions the dashboard can answer
Attach the questions to the visual itself.
Question bubbles create a faster scan than another row of text cards and make the analysis angle feel much more concrete.
Sample dashboard
Mortgage Broker Pipeline
Applications Received
312Pull-Through Rate
67%Funded Volume
$86.4MLock-to-Close Days
24Pipeline by Milestone
Current Month / Prior MonthApplications
Locked
Clear to Close
Funded
Lock-to-Close Days by Loan Type
Top contributing buckets
FHA
29 Days
Jumbo
26 Days
VA
24 Days
Conventional
21 Days
Funded Volume by Referral Source
Visual mix
Realtor Network
Builder Partners
Past Client
Paid Search
What jumps out
These are the kinds of drill-down prompts a manager would ask during review.
Which referral sources are producing applications that actually fund?
Where is fallout clustering by loan officer, loan type, or milestone stage?
Which loan mix shifts are affecting pull-through and time-to-close?
Workflow fit
Use a visual operating strip instead of a text wall.
Show the motion from exports to decisions in a way that feels more like a pitch deck and less like long-form site copy.
Export reports
LOS and application pipeline exports
Review the pipeline without stitching reports manually
See applications, locks, funded loans, and fallout together instead of across mul…
Coach loan officers with funded outcomes
Compare sourced volume, pull-through, timing, and loan mix in a single dashboard…
Make source ROI visible before budgets are set
Tie referral and paid-source reporting back to funded performance instead of raw…
FAQ
Short answers before you upload anything.
Do I need a direct LOS integration?
No. Start with the pipeline and funded reports you already export today. These pages are meant for teams that already have reporting, but not a clean dashboard.
Can this handle branch, loan-officer, and source views?
Yes. The goal is to help operators compare performance across people, channels, and stages without separate spreadsheets for each cut.
What if the data comes from multiple systems?
That is a normal mortgage ops setup. Instalytix is built for mixed exports, recap sheets, and manually assembled reporting.
Final CTA
Upload mortgage reports
Start with LOS exports, funded-volume summaries, loan-officer scorecards, or source ROI spreadsheets.