Overview
Operations analytics help you answer questions about process efficiency:- Which lenders process loans fastest?
- Which loans are overdue based on expected timelines?
- What is your overall conversion rate from application to funding?
- Where in the pipeline are loans falling out?
Lender Turn Times
The lender turn time report measures how long each lender takes to move loans through key pipeline milestones. This helps you identify which lenders are fastest and which may be creating delays.Metrics Per Lender
The table is sorted by loan count (highest first), so lenders with the most data appear at the top.
Using Turn Time Data
- Lender selection — When choosing where to submit a loan, consider which lenders historically close fastest.
- SLA negotiations — Use turn time data to set expectations with lenders and negotiate service level agreements.
- Process improvement — Identify lenders with unusually long turn times and work with them to improve.
Aging Reports
The aging report identifies loans that have exceeded their expected time in a pipeline stage, based on predefined SLAs (Service Level Agreements).Default SLAs
The system defines expected timelines for key stages:
A loan is considered “overdue” when it has been in its current stage longer than the allowed number of days.
Summary Buckets
The aging summary groups overdue loans into buckets:Overdue Loan Details
Each overdue loan shows:
The list is sorted by days overdue (most overdue first).
Conversion Analysis
The conversion report measures your application-to-funding success rate and identifies where in the pipeline loans are falling out.Overall Metrics
Conversion Breakdowns
Conversion rates are broken down across four dimensions:
Each breakdown shows the number of applications, number funded, and the resulting conversion rate.
Fallout Analysis
The fallout report analyzes adverse loans (loans that did not successfully close) and groups them by the last pipeline stage they reached before going adverse:
This helps identify where in your process the biggest drop-offs occur, so you can target improvements.