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Bank Or Credit Union (Depository Institutions) Mortgage Performance Analysis

Test-ICE and MarketWise Advisors, LLC. have partnered to provide you with personalized information to help reduce expenses, improve efficiency, and drive profitability using your existing technology stack and resources.

View a sample report here Example Report

When you sign up for the one-year program, you’ll receive quarterly reports, a quarterly consultation and comparison to industry and peer benchmarks.

What’s included:

  • Executive summary (profits, cost of origination and net income)
  • Detailed employee cost analysis
  • Productivity metrics
  • Origination team effectiveness
  • Drill down financial reporting comparison
  • Proprietary metrics
  • Option to add drill-down data analysis, benchmarking for consumer direct, wholesale and correspondent channels
  • Individualized, confidential analysis of your organization’s financial, operational and technology use and opportunities
  • An actionable plan for measuring and improving efficiency and profitability

Confidential Quarterly consultation:

  • Individualized and confidential analysis of your organization’s financial, operational and technology use and opportunities
  • An actionable plan for measuring and improving efficiency and profitability

What to expect:

After you have completed your order, you will receive detailed instructions from MarketWise Advisors, LLC. on how to securely upload your information for analysis and a schedule for consultation and next steps.

You may also contact MarketWise Advisors directly at info@marketwiseadvisors.com for additional information on the program. Lenders may join the program at any time and will be eligible for the current quarter data collection and reporting period. It will then continue for a period of 12 months on a rolling basis.

View Details

Independent Mortgage Banker (Non-depository) Mortgage Performance Analysis

ICE and MarketWise Advisors, LLC. have partnered to provide you with personalized information to help reduce expenses, improve efficiency, and drive profitability using your existing technology stack and resources.

View a sample report here Example Report

When you sign up for the one-year program, you’ll receive quarterly reports, a quarterly consultation and comparison to industry and peer benchmarks.

What’s included:

  • Executive summary (profits, cost of origination and net income)
  • Detailed employee cost analysis
  • Productivity metrics
  • Origination team effectiveness
  • Drill down financial reporting comparison
  • Proprietary metrics
  • Option to add drill-down data analysis, benchmarking for consumer direct, wholesale and correspondent channels
  • Individualized, confidential analysis of your organization’s financial, operational and technology use and opportunities
  • An actionable plan for measuring and improving efficiency and profitability

Confidential Quarterly consultation:

  • Individualized and confidential analysis of your organization’s financial, operational and technology use and opportunities
  • An actionable plan for measuring and improving efficiency and profitability

What to expect:

After you have completed your order, you will receive detailed instructions from MarketWise Advisors, LLC. on how to securely upload your information for analysis and a schedule for consultation and next steps. You may also contact MarketWise Advisors directly at info@marketwiseadvisors.com for additional information on the program. Lenders may join the program at any time and will be eligible for the current quarter data collection and reporting period. It will then continue for a period of 12 months on a rolling basis.

View Details