Internal BI Suite

The single source of truth for MortgageMarket deals.

Track every submission, offer, registration and commission across SwitchX, banks, partners and white labels — in real time.

Everything in one place

From the moment a profile is created to the moment commission is paid — every step is visible.

Sales Tracker

Live deal pipeline across every white label and bank with ops overlays for attorneys, NTUs and commissions.

Bank Scorecard

Grant rates, accept %, hard declines, days-to-accept and avg LTV — compare banks at a glance.

NTU & Decline Analysis

Cohort-based dropout funnel, confirmed NTUs by reason, and credit/demographic breakdowns.

Pipeline Value

Forward-looking revenue from accepted but not-yet-registered deals.

Unit Economics

Per-deal margin, partner profitability and channel ROI.

AI Insights

Daily Claude-generated anomalies, partner alerts and revenue signals — surfaced to the right team.

Role-based access
Granular permissions per team and partner.
Synced from BigQuery
Fresh deal data direct from the CMS pipeline.
AI-powered insights
Daily anomaly detection by Claude.

Ready to dive in?

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