Mortgage KPI Dashboard

Production Analytics · April 2026

Effort — Daily Activity

DM Inbound Calls
1,241
Five9 · DM CALLS
Xfer Inbound
348
XFERS col
Outbound Calls
892
OUTBOUNDS col
Total Touches
2,614
Calls + SMS
SMS Sent
533
SMS SENT col
Calls Rejected
47
DM/XFER Rejected
Lead Call Talk Time
4.8 min
Avg per call
Rehash Talk Time
3.1 min
RC TALK TIME
Total Talk Time
6.2 hr
Lead + RC combined
Login Time
8.1 hr
Five9 LOGIN TIME
Not Ready Time
1.4 hr
NOT READY TIME
Time to 1st Contact
3.7 min
SLA improving

Call Volume Over Period

Effectiveness Per LO

Contact Rate
42.7%
Answered / DM Calls
Lead → App Rate
22.8%
Apps / Leads per LO
App → Fund Rate
41.5%
Funded / Apps started
Cycle Time (LO)
20.1 days
Lock → Fund per LO
PE Offered (bps)
41.2 bps
Avg Actual PE
Follow-up Cadence
3.2×
Avg attempts / lead

Value Per LO

Revenue per Lead Worked
$298
Gross Margin / Leads handled
Margin per Funded Loan
$2,234
Rate Lock Gain/Loss per loan
CLV Contribution per LO
$4,810
Funded margin × repeat rate

Fair Comparison Normalizations

Controls applied when comparing LO performance across differing lead distributions to ensure equitable scoring.

ChannelMonster / Amsive / Camber mix weight applied.
Loan TypeConventional / FHA / VA normalization factors.
FICO Band>580 / <580 covariate adjustment.
Property ValueSubject Property Est. Value median control.