Reporting and Data Overview

Reporting and data warehousing built into your CRM

Lendware offers all the mission-critical marketing tools that modern mortgage enterprises need to excel: ready-made content, a powerful automation engine, Canva integration, management tools and marketing analytics.

Out-of-the-Box Reporting

Out-of-the-Box reporting for executives and producers

Get a set of comprehensive reports that help both executives and producers understand their performance. These ready-made reports provide data-driven insights that help optimize strategy and drive revenue.

Highlights:

• Marketing Analytics Report
• Branch Performance and Pipeline Report
• Team-level reports for loan officers

Custom Reporting

Custom reporting at a fraction of the cost

Custom reporting shouldn’t cost a fortune or take an eternity to build. There’s an easier way—Lendware has a team of data experts and the software that makes setting up custom reporting far smoother and more cost-effective than doing it yourself. Let us help you build the reports of your dreams.

Highlights:

• Built by Lendware data experts
• Fast and cost-effective custom reporting
• Connect your tech stack for cross-system insights

Data Warehousing

Data warehousing for mortgage enterprises

What insights might you find if you could connect data points from across your tech stack? Now you can. Lendware offers data warehousing services and handles the hard work for you—from integrations to ETL to crafting custom reports.

Highlights:

• See the full picture of your data
• Fast and easy setup compared to alternatives
• Connect with 100+ tools that integrate with Lendware

Reporting and data solutions that offer unmatched business intelligence

It’s time to ask more from your CRM: Lendware’s CRM Platform comes with Out-of-the-Box Reporting for both producers and executives, and offers custom enterprise reporting and data solutions that help your business grow.

Track performance

Get data-driven insights that can be segmented by branch, team, user, referral partner and more. Track performance by channel and see performance against goals over time.

Coach your producers

It’s hard to coach your producers if you don’t know how they’re performing. Reporting helps you identify their strengths and weaknesses and coach them better.

Optimize ROI

See where you’re losing leads, which marketing campaigns are most effective and where inefficiencies lie. Optimize your campaigns, workflows and team performance.

Integrate your tech stack

Lendware has a modern API, native integrations with common mortgage software tools, and 100+ pre-built connectors. Connect quickly and easily with your LOS, POS, lead sources and more.

Why try Lendware?

All-in-One Solution

Marketing automations and reporting in one centralized platform.

Time Empowerment

Let automations reclaim your time and start spending it where it really matters.

Lead Management

Track, nurture, and convert leads into happy clients with Lendware CRM.

Supercharge your mortgage business with our email and SMS automations, pre-built playbook automations, LOS integrations, referral partner reports and more.

Book a Lendware demo

Tell us a little about your team and we’ll route you to the right next step.