Overview
While the built-in analytics modules cover common use cases, every mortgage operation has unique questions. Custom Metrics gives you a flexible query builder that lets you define, save, and evaluate metrics tailored to your specific needs.Creating a Custom Metric
To create a metric, navigate to Analytics > Custom and click the button to add a new metric.Metric Definition Fields
Configuration
The metric configuration controls what data is queried and how it is processed.Aggregation
Choose how to compute the result:Field
Select which loan field to aggregate:
Note: When using the Count aggregation, the field selection is less important since Count simply counts matching records.
Date Field
Choose which date field is used for date range filtering:Filters
Add one or more filters to narrow which loans are included in the calculation. Each filter specifies a field, an operator, and a value. Available operators:
Example filters:
- Loan Purpose = Purchase — Only purchase loans
- Loan Type is one of FHA, VA — Only FHA and VA loans
- Loan Amount >= 500000 — Only loans above $500K
Group By
Optionally group results to see the metric broken down by a dimension:
When a group-by is set, the metric returns both an overall value and a breakdown by group, sorted by value descending.
Visualization
Choose how the metric is displayed:Comparison Period
Optionally enable a comparison to a prior time range:
When enabled, the metric result includes both the comparison value and the percentage change.