What is BI?  BI = Business Intelligence  MBI = Mortgage Business Intelligence  There is an infinite amount of data available, but managing that data and turning it into actionable information is the most difficult aspect. Business Intelligence allows users to access relevant information, apply analytics and use it in forecasting and performance monitoring.  Allows the user to shift from being reactive to proactive.

Why is BI Important?  The goal is to allow for easy interpretation of a large amount of data.  To identify trends, both positive and negative, before they occur and be able to take action to replicate or correct those trends.  Easily and instantly answer the big questions of;  Who?  What?  Where?  Why?  When?  How?  While supporting it with data and facts.

What is Motivity?  Motivity is a BI system that was founded on the principles of focusing on the mortgage industry.  Founded by Tyler and Todd Sherman in Denver, Colorado.

Why Motivity? Spreadsheets  Spreadsheets are time consuming to create and use.  Spreadsheets are error prone.  Spreadsheets are difficult to read and consume.  Offers limited information for a single moment in time.  Can potentially fall into the wrong hands. BI  Data is delivered automatically, no user interventions required.  Data is validated to be error free.  Data is organized into easy to read visualizers.  Data is constantly polled and updated from every area.  Data is secured and visible only to credentialed users.

Why Motivity?  Improves application quality and induces optimal behavior among users.  Files move through the process quicker, less time for borrowers to shop.  Shorter file handle times, faster approvals.  Instant, accurate views of an LO, team, branch, division and company pipeline.  eDeliveries keep originators informed when they are not logged in to the system.  Inherently boosting profitability which results in boosting income.  Scorecards provide the TRUEST measure of a loan officers performance.  “Production does not always justify the means.” – Justin McDowell

“ ” Originators generally don’t have much time for anything other than revenue generating activities. And technology initiatives aren’t generally seen as that.

How to Leverage Motivity? 1. Log in. 2. Understand what you are seeing and what is means to YOU. 3. What else do you want to see? 4. 6 minutes per day. 5. Learn how to apply and sell the intelligence.

Admin  Eric Bridges   p: 