Business Intelligence
Dashboards and reports on your own mortgage data, built by your team and trusted by everyone who reads them.
Most lenders already have the data. It is spread across the LOS, accounting, the hedge and a pile of spreadsheets, and getting a new report means waiting on someone who knows SQL.
Aperture™ by Apollo Hedge Advisors puts a governed model over your data and gives your team a drag-and-drop builder on top of it. Authors build and publish dashboards; everyone else filters, drills in and exports, all working from the same definitions.
Arrange widgets on a flexible grid and save as you go, with draft and published versions so viewers only see finished work.
Bar, line, area, pie, combo, scatter, funnel, waterfall, heat map, KPI tiles, tables and pivot tables, with reference lines and comparison periods.
Dashboard-wide and per-widget filters, click-to-filter, calculated fields and Top N, plus full-screen and export from any widget.
Measures and relationships defined once on top of your database, so every dashboard counts loans and dollars the same way.
Authors build and publish; viewers explore without being able to change what others rely on. Permissions are enforced on the server.
Workspace branding and light and dark modes, so dashboards look like they belong to you.
Aperture connects to your PostgreSQL or SQL Server database, or to a warehouse we build with you.
We define the measures and relationships your business uses, such as units, volume, margins and pull-through.
Your authors assemble dashboards for each role, from leadership to the secondary desk.
Viewers filter, drill in and export, working from the same numbers as everyone else.
Mortgage-specific views such as mark-to-market and revenue sit alongside general-purpose charts.
Purpose-built dashboards for each team replace the report emails and spreadsheets they rely on today.
Each client’s data and dashboards live in their own workspace.
Shared definitions mean the numbers in every meeting match.
Your team builds the view they need instead of waiting in a report queue.
Dashboards replace hand-maintained workbooks and emailed reports.
Add sources to the model and every dashboard can use them.
One Source of Truth
Your LOS, accounting, payroll, pricing, hedge and servicing data brought together in one warehouse, in your environment.
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Learn more →Find out how Aperture turns your mortgage data into dashboards your team will actually use.