Funded Loans

Funded Loans provides historical analysis of closed production with period-over-period KPIs, multi-year trend charts, and quarterly breakdowns.

Overview

This module analyzes all loans with a funded date set, regardless of their current status. It is the primary view for understanding your production history and identifying trends.

Summary KPIs

The top of the dashboard displays five key metrics for the selected period, each with a percentage change compared to the prior period of equal duration:

Metric	Description
Total Loans	Number of loans funded in the period
Total Volume	Sum of all funded loan amounts
Avg Loan Amount	Average loan size (Total Volume / Total Loans)
Total Revenue	Sum of broker compensation across all funded loans
Avg Revenue/Loan	Average broker compensation per loan

Period-over-Period Comparison

When you set a date range, the system automatically calculates the prior period of the same duration. For example, if you select January 1 through March 31, the comparison period is the preceding October 1 through December 31. Each KPI shows the percentage change from the prior period, making it easy to spot growth or decline.

Breakdown Views

The funded dashboard breaks down loan data across five dimensions:

Breakdown	Description
By Lender	Volume, units, revenue, and percentage of total grouped by lender
By Loan Purpose	Purchase vs. Refinance breakdown
By Lead Source	Which lead sources are driving the most funded volume
By Loan Type	Conventional, FHA, VA, USDA, etc.
By Loan Officer	Per-LO funded production

Each breakdown shows:

• Name — The category (lender name, loan type, etc.)
• Units — Number of funded loans
• Volume — Total dollar volume
• Revenue — Total broker compensation
• % of Total — This category’s share of the total loan count

Monthly Trend Charts

Multi-year monthly trend charts let you compare production across years. The system detects all years present in your data and overlays them on the same chart, so you can spot seasonal patterns and year-over-year growth.

Three chart views are available:

Chart	Description
Monthly Volume	Loan volume by month, with a line for each year
Monthly Revenue	Broker compensation by month, with a line for each year
Monthly Units	Loan count by month, with a line for each year

Each chart shows all 12 months (Jan through Dec) on the x-axis, with a separate data series for each year in your dataset.

Quarterly Breakdown

The quarterly view aggregates funded data for the most recent year into four quarters:

Column	Description
Quarter	Q1, Q2, Q3, or Q4
Volume	Total funded loan volume
Revenue	Total broker compensation
Units	Number of funded loans

LO Efficiency Metrics

The loan officer efficiency table measures how quickly each LO moves loans through the pipeline from submission to funding.

Metric	Description
Name	Loan officer’s full name
Avg Submission to CTC	Average days from Submitted to UW to Clear to Close
Avg CTC to Funded	Average days from Clear to Close to Funded
Avg App to Funded	Average days from App Intake to Funded (full cycle time)
Total Loans	Number of funded loans for this LO

The table is sorted by total loans (most productive LOs first). Metrics that cannot be calculated (because the required date fields are not populated) show as null.

Filtering

Funded loan analytics support filtering by:

• Date Range — Start and end dates to scope the analysis period
• Loan Officer — Filter to a specific LO’s funded production