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Description

Telemetry BI, a cloud-based, turnkey platform for mortgage business intelligence and analysis, is called Telemetry BI. It is the first mortgage lending solution to integrate financial and operational data from your loan origination software and accounting system. This unique approach gives mortgage lenders a complete view into their business via interactive dashboards and standard-of-practice mortgage KPIs. It also provides branch-level P&L reports and more. Automated production, branch and financial reporting can be leveraged to existing mortgage accounting software and loan origination software. Telemetry BI provides easy access and reporting for all types of mortgage lending institutions. Reports include best-practice metrics such as P&Ls and cost-per-loan. Balance sheets, forecasts, and many other information.

Description

Compliance with the Community Reinvestment Act (CRA) has emerged as a significant challenge, often taking up countless hours of employee time and managerial focus. Understanding how your lending practices will be perceived by regulatory examiners can be quite difficult, and you might find yourself lacking the vital data needed to accurately reflect your institution's true performance. Our integrated CRA and Home Mortgage Disclosure Act (HMDA) solutions empower you to take a proactive approach in establishing robust processes and controls. By leveraging technology, outsourcing options, consulting services, or a blend of these strategies, you can create a cost-efficient CRA program that aligns with your institution's strategic goals, promotes lending within the community, and satisfies regulatory demands. Overseeing fair lending compliance across your organization presents a formidable challenge that necessitates diligent oversight of various loan portfolios and independent loan originators to ensure compliance with CRA, HMDA, the Equal Credit Opportunity Act (ECOA), and the Fair Housing Act (FHA). Without a well-structured fair lending program in place, your organization may face severe repercussions, including penalties and damage to your reputation, making it imperative to address these compliance issues proactively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AMB Yes 
Encompass Yes 
InMyTeam No 
Nami ML Yes 
QuickBooks Accountants Yes 

Integrations

AMB No 
Encompass No 
InMyTeam Yes 
Nami ML No 
QuickBooks Accountants No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

5X Solutions

Website

www.5XSolutions.com

Vendor Details

Company Name

Wolters Kluwer Legal & Regulatory US

Country

United States

Website

www.wolterskluwer.com/en/solutions/wiz

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification No 
Refinance Management Yes 
Residential Mortgages Yes 

Product Features

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Alternatives

Alternatives

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