Harness Your
Unlock an early warning and monitoring system
Our Business Intelligence uncovers compliance and performance risks across your organization
Data Done Right
Harness the millions of powerful business-critical data points generated for your organization to get the actionable insights you need
Comprehensive Analyses and Visualization
Understand a wide range of compliance and performance metrics to uncover insights to proactively manage compliance risks and improve rep performance
One Source of Truth
Using one platform for monitoring, reporting, and analysis provides consistency of compliance and performance KPIs
Web Intelligence
Discover deeper insights like your most or least compliant partners, loan officers, or publishers by measuring their adherence to regulatory and brand guidelines on their web pages
Call Center Intelligence
See data and insights that identify your top performers based on specific KPIs, quantify rep improvement post-training, create comprehensive report cards, and share best practices across your organization
Message Intelligence
Get intelligence that helps you oversee reps’ interactions with consumers, create comprehensive report cards, measure compliance, and gain performance metrics to ensure the best possible customer experience
Social Media Intelligence
Gain deeper insights to see performance and compliance by social channels and by individuals, including loan officers, independent agents, networks, partners, and paid influencers
With the new Business Intelligence dashboard I can easily navigate to the categories pertinent to my department easily. The Report Card feature has absolutely been amazing! It allows my team to pinpoint the areas of opportunity quickly and efficiently to ensure that we can focus on those areas to further develop our team members. This has genuinely been a game changer for us.
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