Pro Analytics
See what needs attention before it becomes a missed opportunity.
Pro Analytics gives you relationship visibility across your pipeline — so you know which borrowers need follow-up, which partners need a touchpoint, and which past clients are reaching a natural window.
What you can see
Relationship visibility across your whole practice.
Pro Analytics is organized around the relationships that matter most — borrowers, partners, and past clients — so you always know where to focus next.
Response time, silent borrowers, follow-up gaps, and engagement patterns across your active pipeline — so no one slips through.
Partner touchpoint visibility, last-contact tracking, and relationship activity across your referral sources — so you stay top of mind.
Anniversary windows, reactivation signals, and long-term relationship health — so natural moments to reconnect never pass unnoticed.
The relationships that need attention — organized so you can act.
Pro Analytics surfaces relationship gaps before they become missed opportunities. You see which borrowers have gone quiet, which partners haven't heard from you, and which past clients are approaching a natural touchpoint window.
The view is designed around the way loan officers work: by relationship, by timing, and by priority — not as a dashboard of raw numbers.
See a DemoWhy it matters
Most follow-up slips because it is invisible — not because you do not care.
The loans that close, the partners who keep sending, and the past clients who come back — they almost always trace back to consistent, well-timed communication. Pro Analytics makes that consistency visible and actionable.
Pro Analytics helps you spot pre-approved buyers who haven't engaged in days, so you can reconnect before the timing passes.
Partner touchpoint visibility shows you which referral sources haven't heard from you — and when the relationship last moved forward.
Anniversary windows and reactivation signals give you a reason to reach out that feels natural — not like a sales call out of nowhere.
Ready for better visibility?
Start with a clearer picture of where relationships need attention.
Pro Analytics is included in every Pro MLO plan. Take the free assessment to see where your borrower experience has the most room to grow.
Not ready yet? Take the free assessment →
Pro Analytics provides visibility into your own communication and follow-up activity. It does not make credit decisions, provide underwriting guidance, or replace your LOS or licensed professional judgment.