Mortgage KPI Dashboard

Production Analytics · April 2026

Pipeline Volume Snapshot

624
Locks
443
STP
363
Funded
345
Purchased
Lock Volume
$138.2M
Total lock volume
STP Volume
$97.8M
Straight-through process
Funded Volume
$81.4M
6.2% MoM
Purchase Volume
$77.3M
Investor purchased
Lock Count
624
STP Count
443

Pipeline Turn Times

7.4
Lock → STP (days)
14.2
STP → Fund (days)
3.1
Fund → Purchase (days)

Margin & Profitability

Gross Margin %
2.31%
Gross Margin $
$1.88M
Rate Lock Gain/Loss
$1.72M
Fund-Purchase Delta
$162K

Pricing Exception (PE) Distribution

0 bps
22%
0–0.5
31%
0.5–1.0
24%
1.0–1.5
12%
1.5–2.0
7%
>2.0
4%
Sales-Win BusinessSales-QM/High CostSales-Customer ServiceSales-AUS FailSales-Match/Beat

Month-over-Month Volume Trend

Segmentation Dimensions Available

Loan Type (Conv/FHA/VA)Loan OfficerLoan PurposeFICO Band (>580 / <580)Marketing SourceUnderwriter TypeSubject Property StateInvestor NameLoan ProgramHedge Strategy