Challenge
No real-time visibility into loan pipeline for sales managers with manual reporting.
Solution
Tableau dashboards visualizing FSC mortgage data with LOS synchronization for loan volume, status, officer performance, and cycle times.
Key Outcomes
- Real-time pipeline visibility
- Better resource allocation
- Bottleneck identification
- Accurate revenue forecasting
Tags
dashboardsmortgagepipelineanalyticsreporting
Implementation Timeline
8-12 weeks
Medium Complexity