Solutions
Data Warehouse & Integration
Your LOS, accounting, payroll, capital markets and servicing data brought together in one warehouse, in your own environment.
Overview
Most lenders run on a dozen systems that do not talk to each other. Production lives in the LOS, compensation in payroll, profitability in the general ledger and execution in the hedge. Answering a simple question, such as what a loan actually earned, means stitching spreadsheets together by hand.
We design and build a data warehouse in your cloud or on-premise environment that integrates those sources into one source of truth. Our capital markets background means hedge and investor data are modeled correctly from the start, alongside the rest of your business.
Data Sources We Integrate
Origination
- ✓Loan origination data
- ✓Pricing engines
- ✓CRM
Finance & People
- ✓Accounting / general ledger
- ✓Payroll
- ✓Commissions
Capital Markets
- ✓Hedge platform
- ✓Investor purchase advices
- ✓Market data
Post-Closing
- ✓Servicing & interim servicing
- ✓Warehouse lines
- ✓Custom sources
What We Provide
Data Integration
Reliable pipelines that bring loan origination, accounting, payroll, pricing, hedge and servicing data into the warehouse, from the exports and APIs your systems already provide.
Architecture & Design
A warehouse designed for mortgage banking, in the cloud or on-premise environment you already run.
Business-Ready Models
Loans, fundings, sales, compensation and profitability modeled the way your business talks about them.
Reporting & Dashboards
Reports and dashboards on top of the warehouse, including Aperture for self-serve analytics.
Cost Effective
A smaller, mortgage-specialized team in place of a large data consultancy.
Ongoing Support
Help managing and extending the warehouse as your business and systems change.
How We Work
- 1
Discovery
We map your systems, the questions you cannot answer today, and the reports your teams rebuild by hand.
- 2
Design
We design the warehouse and integrations to fit your environment and security requirements.
- 3
Build & Validate
We build the pipelines and models and reconcile them against your source systems.
- 4
Report
We deliver the first reports and dashboards, then train your team to extend them.
Key Benefits
Single Source of Truth
No more conflicting reports from systems that disagree.
Better Decisions
Production, finance and capital markets data side by side, ready to analyze.
Time Savings
Less manual compiling and reconciling between systems every month.
Advanced Analytics
Loan-level profitability and trend analysis that fragmented data cannot support.
What Our Partners Say
“Working with Casey and the Apollo team has been outstanding. In a remarkably short time, we now have a robust data warehouse that has enhanced our reporting and automated key processes. What sets them apart is their ability to take an idea and get it into production fast. I’d highly recommend Apollo Hedge Advisors to any organization looking to modernize their reporting and analytics capabilities.”
Matt Stokes
CFO, HMA Mortgage
Ready to Unify Your Data?
Talk with us about building a data warehouse that brings your systems together.