Custom Metrics

Custom Metrics lets you define your own KPIs by choosing a measure, aggregation, filters, grouping, and chart type without writing code.

Overview

While the built-in analytics modules cover common use cases, every mortgage operation has unique questions. Custom Metrics gives you a flexible query builder that lets you define, save, and evaluate metrics tailored to your specific needs.

Creating a Custom Metric

To create a metric, navigate to Analytics > Custom and click the button to add a new metric.

Metric Definition Fields

Field	Description
Name	A short, descriptive name for the metric (up to 100 characters). Example: “Avg Loan Size - Purchase”
Description	Optional longer description (up to 500 characters) explaining what the metric measures and why it matters.
Pin to Dashboard	When enabled, the metric appears at the top of the custom metrics page for quick access.

Configuration

The metric configuration controls what data is queried and how it is processed.

Aggregation

Choose how to compute the result:

Aggregation	Description
Count	Number of matching loans
Sum	Total of the selected field across all matching loans
Average	Mean value of the selected field
Min	Minimum value of the selected field
Max	Maximum value of the selected field

Field

Select which loan field to aggregate:

Field	Description
Loan Amount	The principal loan amount
Broker Compensation	Broker compensation / revenue
Net Loan Revenue	Net loan revenue after adjustments
Gross Loan Revenue	Gross loan revenue
Company Margin	Company margin on the loan
Origination Fees	Origination fees charged
Rate	Interest rate

Note: When using the Count aggregation, the field selection is less important since Count simply counts matching records.

Date Field

Choose which date field is used for date range filtering:

Date Field	Description
Funded Date	The date the loan was funded (default)
Closed Date	The date the loan closed
App Intake Date	The date the application was received
Created Date	The date the loan record was created

Filters

Add one or more filters to narrow which loans are included in the calculation. Each filter specifies a field, an operator, and a value.

Available operators:

Operator	Meaning
Equals	Exact match
Not Equals	Excludes matching values
Is One Of	Matches any value in a list
Greater Than	Numeric comparison
Greater Than or Equal	Numeric comparison
Less Than	Numeric comparison
Less Than or Equal	Numeric comparison

Example filters:

• Loan Purpose = Purchase — Only purchase loans
• Loan Type is one of FHA, VA — Only FHA and VA loans
• Loan Amount >= 500000 — Only loans above $500K

Group By

Optionally group results to see the metric broken down by a dimension:

Group By	Description
Loan Officer	Group by loan officer
Lender	Group by lender
Lead Source	Group by lead source
Loan Purpose	Group by Purchase / Refinance
Loan Type	Group by loan product type
Channel	Group by Broker / Non-Delegated Correspondent
Month	Group by calendar month
Quarter	Group by calendar quarter
Year	Group by year

When a group-by is set, the metric returns both an overall value and a breakdown by group, sorted by value descending.

Visualization

Choose how the metric is displayed:

Visualization	Best For
Card	Single-value KPIs (total volume, average loan size)
Bar	Grouped comparisons (volume by lender, units by LO)
Line	Time-series trends (monthly volume, quarterly revenue)
Pie	Proportional breakdowns (loan type mix, purpose split)
Area	Time-series with emphasis on cumulative volume

Comparison Period

Optionally enable a comparison to a prior time range:

Comparison	Description
Prior Period	Compare against the immediately preceding period of equal duration. If you select Jan-Mar, the comparison is Oct-Dec.
Year over Year	Compare against the same date range in the previous year. If you select Q1 2026, the comparison is Q1 2025.

When enabled, the metric result includes both the comparison value and the percentage change.

Evaluating a Metric

Once created, a metric can be evaluated for any date range. The evaluation engine applies the metric’s filters, date range, and aggregation to matching loans. If a group-by is configured, results are broken down by that dimension. If a comparison period is enabled, prior-period values are calculated alongside the current period.

Result Structure

Each evaluation produces:

Result Field	Description
Value	The primary computed value (e.g., total volume = $15,000,000)
Grouped	If group-by is set, an array of { label, value } pairs sorted by value descending
Comparison	If comparison is enabled, the prior period value and the percentage change

Managing Custom Metrics

Pinning

Pin important metrics to keep them at the top of the dashboard. Pinned metrics appear first, followed by unpinned metrics sorted by display order and creation date.

Editing

Click on a metric to modify its name, description, configuration, or pinned status. Changes take effect immediately for all future evaluations.

Deleting

Deleting a metric hides it from the dashboard but retains the record.

Example Metrics

Name	Aggregation	Field	Filters	Group By	Viz
Total Funded Volume	Sum	Loan Amount	(none)	(none)	Card
Avg Purchase Loan Size	Average	Loan Amount	Loan Purpose = Purchase	(none)	Card
Volume by Loan Officer	Sum	Loan Amount	(none)	Loan Officer	Bar
Monthly Revenue Trend	Sum	Broker Compensation	(none)	Month	Line
Loan Type Mix	Count	Loan Amount	(none)	Loan Type	Pie
FHA Volume by Quarter	Sum	Loan Amount	Loan Type = FHA	Quarter	Area
Revenue by Lead Source	Sum	Broker Compensation	(none)	Lead Source	Bar
Avg Rate by Lender	Average	Rate	(none)	Lender	Bar