Mortgage Dashboard Development Servcies

Outsource Mortgage Dashboard Development Servcies

We know that developing a custom mortgage dashboard with advanced features within the budget can be challenging. It isn't also easy for stakeholders to fathom the cost of hiring and training an in-house team to develop dashboards. Further, to move away from vanity data and uncover actionable insights, you will need a partner like us with the know-how of loan origination system, dashboard development, KPI, and business drivers.

Backed by 20 years of experience in mortgage dashboard creation, Flatworld has become the go-to partner for many of our clients because we understand the minutest problems plaguing mortgage servicers when they want to capture and compare high-quality metrics. To serve your customers in the best way we can develop smart dashboards that are informative, vibrant, and facilitate powerful business decisions.

Project Snapshots

Mortgage Dashboard Development
Mortgage Dashboard Loan Application Details
Mortgage Dashboard Role Management

Mortgage Dashboard Development Services We offer

Our customized Mortgage dashboard cuts the complexity associated with harnessing trend data and other information worth of analysis. We pull data from scattered sources and turn it into actionable insights which become the basis for decision making. We offer the following services as part of mortgage dashboard development -

  1. Klipfolio Dashboard Development

    Klipfolio Dashboard Development

    The demand curve for Klipfolio dashboard development is on the rise thanks to its rich feature, automation support, and fast data capture. Klipfolio allows full-scale integration with other popular web analytics such as Google Analytics, Salesforce, Kissmetrics, etc. As we develop your custom Klipfolio dashboard we also track and export KPI reports into the format suitable for decision making in mortgage services.

  2. Custom Mortgage Dashboard Development

    Custom Mortgage Dashboard Development

    Our analysts work side by side with visualization experts to pull trend data from various sources and weave them in a customized and easy to use format. The end result is a visually more pronounced mortgage dashboard with all key metrics and information vital for decision making. The highlight of our dashboard service is that it is scalable to accommodate additional services on the go.

  3. Dashboard Modification

    Dashboard Modification

    If you are not leveraging trending technologies, you could be losing valuable time and money in a big way. When you outsource mortgage dashboard to us, we upgrade your existing dashboard by adding additional functionalities that render superior performance.

  4. Dashboard Integration

    Dashboard Integration

    If you already have a system that can accommodate our customized dashboard, we can assist you with dashboard integration to enable side-by-side functionality. All that without even disrupting your existing operation.

  5. Tableau Dashboard Development

    Tableau Dashboard Development

    If you want to see real-time information best suited to your skill level without being bombarded by an obscene amount of sophisticated metrics, Tableau dashboard is the right choice for you. We can develop a unique Tableau dashboard customized for your needs with user-friendly widgets. This way you can stay on top of insights while still having scalable features.

  6. Dashboard Consultation for Credit Unions and Lenders

    Dashboard Consultation for Credit Unions and Lenders

    Credit unions and lenders may require dashboards specifically suited to keep track of mortgage loan origination. So, we provide consultation services to help them make best the use of mortgage data.

  7. Dashboard Training and Maintenance

    Dashboard Training and Maintenancea

    If you are not an advanced user or lack the understanding of how dashboards work, we can impart training on all aspects of dashboard management so that you can stay aligned with trends and dashboard functions to help capture key information for your business.

What is MSuite and How Can It Help Your Business?

MSuite is a powerful solution that takes automation to new levels with targeted solutions within the mortgage ecosystem. This is Flatworld’s flagship service that is driving lenders and services closer to efficiency levels that are never seen before. We take the best of AI and ML to meld its features to create a bespoke automation solution that will solve tomorrow’s challenge today.

MSuite - How It Works?

Here are the process involved in the MSuite adoption within the LOS layer of your mortgage operation. Find out how we make your business smarter with the power of BI, ML, AI, and OCR technologies.

Benefits of Choosing Mortgage Dashboard Services from FWS

When you need a reliable mortgage dashboard services provider who can go above and beyond to provide intuitive visual markers such as graphs, charts, and tables, you never have to look past us. Here is what you can avail by outsourcing mortgage dashboard services to us -

  • A 360-degree view of the loan account to give you an in-depth insight of trends as well as key data to make proactive decisions
  • Rich and illustrious visual data in the form of charts, graphs, and tables
  • Powerful filters to handpick vital events and apply appropriate action
  • No more guesswork which can come in the way of efficient loan servicing
  • Simple and easy to use customized widgets
  • Cloud-based data management for seamless access
  • Multi-user setup without the need for additional resources

Mortgage Dashboard Development Process We Follow

Why take a guess at what happens behind the scenes? We think you should know all efforts we take to develop a perfect dashboard. Have a look at the process behind mortgage dashboard development and how we customize dashboards according to your needs -

Requirement Analysis  

01. Requirement Analysis

Once you outsource mortgage dashboard services we collect key details which allows us to understand the size and scope of your requirement. This enables us to evaluate KPI and provide a customized quote

Mortgage Dashboard Development  

02. Mortgage Dashboard Development

We perform prototyping by capturing your requirements and related data. Once you feel satisfied with the project flow, we commence development of the mortgage dashboard

Run Trials  

03. Run Trials

We ensure seamless integration with your business and glitch-free performance. To this end, we run a sequence of tests to make sure we have met the SLA

Project Delivery  

04. Project Delivery

We deliver customized mortgage dashboard within deadlines, ready to be deployed and integrated with your loan origination system with ease

Why Choose Mortgage Dashboard Services from Flatworld Solutions?

We understand what it takes to get better visibility of the client portfolio as well as to pull relevant data faster. We focus our efforts to keep you centered around evolving trends so you can mull over various possibilities before making critical decisions across mortgage landscape. Here are more reasons why our mortgage dashboard outsourcing services could be the best choice for you -

  • Certified Dashboard Development Company

    We are a mortgage bankers association (MBA) and ISO certified company with many years of experience in mortgage services which includes dashboard creation. We have the credibility as well as required experience to successfully develop dashboards exclusively for your business

  • Data Security

    Your data is valuable to us, so we have taken proactive measures to disallow unauthorized members from handling any part of your confidential data. Our data repository has multi-tier security deterrents to ensure complete safety round the clock. Additionally, our mortgage dashboard developers are signatories to non-disclosure agreement (NDA) giving you complete peace of mind

  • High Accuracy and Quality Service

    It is our motto to provide services which reflect ideal values that you seek. And for that, we constantly evaluate our workflow to ensure that the project is carried out with prudence

  • Short Turnaround

    Speedy delivery of service is part of our mission because we want you to spend less time waiting for project delivery. We work quickly so that you can get started with other mortgage processes without downtime

  • Scalability

    We design dashboards ensuring that they are scalable with the evolution of development standards. This futureproofs your investment by making sure you get the best value from our services

  • Pocket-friendly Pricing Options

    Gone are the days when companies depended on in-house teams for dashboard development. Being a company focused on delivering no-frills service, we can help you can save up to 30% when you choose our cost-effective mortgage dashboard services

  • Single-point Contact

    At the project outset, we assign a dedicated representative who will respond to you irrespective of your time zone. When you need to get in touch with us, the single-window engagement will ensure you get relevant information from a person who is closely involved with your project

  • Mortgage Dashboard Development

    Get customized widgets to show you data which is relevant. We develop customized dashboards to help you interpret the KPI quickly. We also design dashboards for users of various skill level to effortlessly perceive data as visually striking representations such as graphs, charts, and tables

  • Experienced Team of Mortgage Analysts, Developers, and Dashboard Designers

    Our team of certified mortgage bankers (CMB), accredited mortgage professionals (AMP), certified residential underwriters (CRU), residential certified mortgage servicers (RCMS), and certified mortgage compliance professionals (CMCP) have 10+ years of specialized experience in mortgage service projects

  • Modern Infrastructure

    We have a secure infrastructure which is housed with latest dashboard development tools and technologies to minimize human-induced errors and automate routine functions. This leads to faster completion of projects

  • Secure Data Exchange

    Data is gold, but in the wrong hands, it can do more harm. So, we have established a secure VPN to exchange project files, data, and communications with minimal risk from external influence

  • Round the Clock Availability

    We are around to help you 24/7 in case you need our guidance with mortgage dashboard. Skip the queue to reach our subject matter experts who can professionally handle challenges you face during or after the project

Client Success Stories

Success Story on Loan Processing for Residential Mortgage Lender

Mortgage Lender Benefits from Quick Loan Processing and Reduction in Cost

Read this case study to find out how Flatworld Solutions helped a residential mortgage lender close loans on time, reduce the closing period by 30-50%, and efficiently manage twice the increase in loan volume.

Read more
Mortgage Lender Benefits from Short Closing Cycle

Mortgage Lender Benefits from Short Closing Cycle and Zero Backlogs

Read this mortgage lenders case study to find out how our mortgage services helped the customer reduce his operational cost by 50%, double his loan volume, and get ahead of other mortgage lenders.

Read more


Hello, we set another record in funding for this month and we aren't even done with the month yet! You have put in a great amount of time and dedication to help us reach this accomplishment together. I couldn't be happier with your efforts to continually improve our business each and every single day. We wouldn't be here without you! THANK YOU!!!

Correspondent Lending Supervisor,
Mortgage Company in Illinois, USA
More Testimonials »

Outsource Mortgage Dashboard Development to FWS - Leader in Mortgage Services

Flatworld Solutions is a 12-year-old ISO certified organization with rich expertise in customized mortgage dashboard services. Our cost-effective mortgage support services are aimed to make loan origination, underwriting, servicing, and compliance verification faster and more efficient. Our certified developers, analysts, and designers have over 10 years of experience and have already delivered over 30+ high profile projects. If you have similar requirements as our other clients, we have the solution you need.

Get in touch with us if you want reliable mortgage dashboard services to monitor your KPI and metrics.

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Flatworld Solutions

116 Village Blvd, Suite 200, Princeton, NJ 08540

Flatworld Mortgage Solutions LLC

116 Village Blvd, Suite 220, Princeton, NJ 08540

135 Camino Dorado, Suite 7, Napa, CA 94588.


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