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Mortgage Solutions : POS Reporting System

Information is at the center of any organization. Better information improves decision-making and empowers individuals. The POS Reporting System (ERS), an add-on tool for Metavante's point-of-sale solutions, is designed to extract data from the Wholesale Origination Website and create dynamic instant reports with unlimited research capabilities and graphical analysis. As an online analytical processing (OLAP) system, the ERS can gather information from one or more source systems and provide virtually unlimited evaluation capabilities as a multi-dimensional data cube.

Advantages of an OLAP System

  • Provides a conceptual and intuitive data model that users who are not trained as analysts can understand and relate to in an everyday business environment
  • Allows users to access, manipulate and change the layout of information in real-time
  • Provides a robust calculation engine capable of running formulas on multiple dimensions simultaneously

OLAP enables users to instantly investigate information to determine the root of issues. The ability to move fields, create “ad-hoc” reporting and detailed drill-down options separates ERS from basic reporting tools. While the ability to create a standard set of reports is available, ERS takes reporting to another level with its advanced functionality.

ERS is deployed with sample data extracts that can be utilized immediately. Reports and data extracts may be customized either by the client or by consulting with Metavante’s professional services staff.

Standard Reports Available

Executive Level

  • Production by channel, source and time
  • Loan status by channel, source and time

Wholesale/Correspondent Channel

  • Loan production/purchase reports
  • Loan status
  • Source of business (broker level)

The POS Reporting System provides robust and customizable reporting access. The data can be defined by a product team, implementation team or third-party and is flexible enough to handle any data source. As the data source is configured, the reporting solution is dynamic. The technology features drag and drop capabilities for drilling down on data and filtering capabilities to easily focus on the right data.

Security and User Authentication

Log-in ability is provided independently of credentials for any other system. This is an added benefit and reduces administrative overhead. Individual security rights can limit access to a subset of reports on a per user basis.

Exports and Printing

Exports are available in two formats. Report data may be exported in a comma-delimited format allowing users to import report data into common applications like Microsoft Excel™. Alternatively, the second export method is XML and enables an organization to import the data into another system to distribute or publish. All reports may be printed and are available in Adobe Acrobat™ format.

 

Printer ready version

 

Base Features

  • Ability to create an unlimited set of reports
  • Predefined data extracts and reports for easy implementation
  • Ability to drill down on any data field
  • Ability to drag and drop fields to create an instant report
  • Ability to create data filters
  • Charting and graphical analysis
  • Ability to export reports to standard formats
  • User authentication/login process
  • User administration

 

 


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