Actionable Intelligence Platform Reviews & Pricing

by Mortgage Technology, Inc. | Founded 1997, Pleasanton, California

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What is Actionable Intelligence Platform?

Industry Specialties: Mortgage and mortgage-related industries

The Actionable Intelligence Platform (AIP) by Mortgage Technology, Inc. is a business intelligence (BI) tool designed for mortgage lenders. It helps them analyze loan data to improve decision-making, streamline operations, and mitigate risks. AIP offers pre-built dashboards and analytics that provide lenders with insights into loan performance, customer trends, and potential inefficiencies. Users can also configure custom rules to identify areas for improvement and automate tasks based on real-time data. This platform is most suited for mid-sized to large mortgage lenders who need a comprehensive BI solution. Its key benefits include improved operational efficiency, better risk management, and enhanced customer retention through data-driven strategies. While pricing information isn't publicly available, similar BI solutions typically follow a subscription model with costs based on the number of users and data volume.

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Actionable Intelligence Platform Pricing

Based on our most recent analysis, Actionable Intelligence Platform pricing starts at $1,000 (Monthly).

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Starting From: $1,000
Pricing Model: Monthly
Free Trial: No

Training Resources

Actionable Intelligence Platform is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Actionable Intelligence Platform:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Actionable Intelligence Platform Benefits and Insights

Why use Actionable Intelligence Platform?

Key differentiators & advantages of Actionable Intelligence Platform

Sharpened Decision-Making: AIP empowers lenders with data-driven insights that go beyond basic loan reports. Pre-built dashboards and customizable analytics provide a clearer picture of loan performance, customer trends, and potential roadblocks. Imagine having real-time visibility into delinquency rates or borrower risk profiles. This intelligence allows lenders to make informed decisions on everything from loan approvals to portfolio management, optimizing their overall strategy.
Streamlined Operations: Manual processes and data silos can slow down lending operations. AIP tackles this by automating tasks based on real-time data. For instance, the platform can automatically flag loans with missing documentation or trigger alerts for potential fraud. This frees up valuable time for loan officers to focus on closing deals and providing exceptional customer service. Think of it as a tireless digital assistant that handles the background tasks, keeping the lending process moving smoothly.
Proactive Risk Management: The mortgage industry is inherently risk-prone. AIP helps lenders identify and mitigate potential risks before they snowball into problems. By analyzing borrower data and loan performance, the platform can highlight early signs of delinquency or default. This allows for proactive intervention, such as personalized communication with at-risk borrowers or implementing targeted repayment plans. Just like a doctor using preventative measures to avoid illness, AIP equips lenders with the tools to identify and address potential risks before they become full-blown issues.
Enhanced Customer Retention: In today's competitive market, retaining existing customers is crucial. AIP helps lenders achieve this by providing insights into customer behavior and satisfaction. Imagine being able to identify trends in customer churn or pinpoint areas where borrowers might be experiencing friction in the loan process. Armed with this knowledge, lenders can develop targeted customer retention strategies, such as offering personalized loan modifications or streamlining the communication process. This data-driven approach fosters stronger relationships with borrowers, leading to increased customer satisfaction and loyalty.
Improved Operational Efficiency: Data analysis shouldn't be a time-consuming chore. AIP simplifies the process by offering pre-configured dashboards and reports. This eliminates the need for manual data manipulation and complex calculations. Additionally, the platform's automation capabilities streamline repetitive tasks. Think of it as a well-oiled machine that transforms raw data into actionable insights quickly and efficiently, freeing up valuable staff resources to focus on higher-level tasks.

Industry Expertise

Actionable Intelligence Platform (AIP) boasts industry-specific expertise in mortgage lending. Its pre-built dashboards and analytics are tailored to address key challenges faced by lenders, like loan performance, borrower risk assessment, and delinquency trends. This focus makes AIP most suitable for mid-sized to large mortgage lenders seeking a comprehensive BI solution designed to optimize their lending processes and decision-making.

Synopsis of User Ratings and Reviews

Based on an aggregate of Actionable Intelligence Platform reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Improved Decision-Making with Real-Time Insights: Users report that AIP's pre-built dashboards and customizable analytics empower them to make data-driven decisions on everything from loan approvals to portfolio management. Imagine having real-time visibility into loan performance metrics, allowing you to identify trends and adjust strategies accordingly.
Streamlined Operations and Enhanced Efficiency: Many users appreciate AIP's ability to automate tasks and workflows based on real-time data. This frees up valuable time for loan officers to focus on more strategic tasks, such as building relationships with borrowers and closing deals. Think of it as a tireless digital assistant that handles the administrative burden, keeping the lending process moving smoothly.
Proactive Risk Management: Users often highlight AIP's ability to identify potential loan risks early on. By analyzing borrower data and loan performance, the platform can flag potential delinquencies or defaults, allowing for timely intervention and improved risk mitigation strategies.

Cons

Limited Customization for Highly Specific Needs: Some users report that AIP's customization options might not be sufficient for lenders with unique loan products or complex risk models. These lenders might find the platform inflexible for their specific data manipulation requirements.
Data Quality Dependence: A recurring concern is AIP's dependence on the quality of ingested data. If a lender's data is inaccurate or inconsistent, the platform's insights can be misleading. In essence, "garbage in, garbage out."
Potential Cost Considerations: While pricing details aren't widely available, some users mention concerns about potentially high costs associated with AIP. This can be a deciding factor for smaller lenders with limited budgets seeking a cost-effective BI solution.

Researcher's Summary:

Reviews for Actionable Intelligence Platform (AIP) highlight its ability to empower lenders with data-driven decision-making through pre-built dashboards and customizable analytics. Users appreciate real-time insights that can be leveraged to optimize loan approvals, portfolio management, and risk mitigation strategies. For instance, one reviewer mentioned using AIP to identify a rise in delinquencies within a specific loan product, allowing them to adjust underwriting criteria and prevent similar issues in the future.

However, some users found the customization options limiting for highly specialized needs. For example, lenders with unique loan products or complex risk models might require more granular control over data manipulation than AIP offers. In contrast to similar BI products, a key strength of AIP is its industry-specific focus on mortgage lending. Pre-built reports and dashboards cater directly to common challenges faced by lenders, such as borrower risk assessment and delinquency trends. This focus can be particularly valuable for mid-sized lenders who lack the resources to build and maintain custom BI solutions from scratch.

While concerns about data quality dependence and potential cost considerations were mentioned, many users felt that the improved decision-making, streamlined operations, and proactive risk management capabilities outweighed these drawbacks. Overall, Actionable Intelligence Platform appears to be most suited for mid-sized to large mortgage lenders seeking a user-friendly BI solution with industry-specific features. Its focus on mortgage lending and ability to deliver real-time insights can empower lenders to make informed decisions and optimize their lending processes.

Key Features

Notable Actionable Intelligence Platform features include:

Pre-built Dashboards and Reports: AIP offers a library of pre-configured dashboards and reports tailored to the mortgage lending industry. These dashboards provide real-time insights into loan performance, borrower demographics, delinquency rates, and other key metrics. Imagine having a customizable cockpit view of your entire loan portfolio, allowing you to monitor critical data points at a glance.
Customizable Analytics: While pre-built dashboards offer a solid foundation, AIP empowers users to create custom reports and analyses. This flexibility allows lenders to delve deeper into specific areas of interest, such as analyzing trends in a particular loan product or identifying borrowers with high credit risk profiles. Think of it as having a powerful data workbench where you can manipulate and analyze loan data to answer your most pressing business questions.
Automated Workflows: Manual tasks and repetitive processes can bog down loan officers. AIP helps streamline operations by offering automated workflows. These workflows can be triggered by real-time data and can perform actions such as sending automated alerts for missing documentation or flagging loans with potential fraud. Imagine having a tireless digital assistant that handles the administrative tasks, freeing up loan officers to focus on building relationships with borrowers and closing deals.
Data Integration: AIP seamlessly integrates with various loan origination systems (LOS) and other data sources within a lender's organization. This eliminates the need for manual data entry and ensures that all relevant data is centralized for analysis. Think of it as a central hub that connects all your loan data, allowing for a holistic view of the lending process and borrower information.
Advanced Security Features: Mortgage data is highly sensitive. AIP prioritizes data security with robust security features like role-based access control and encryption. This ensures that only authorized users can access specific data points, safeguarding sensitive borrower information.

Limitations

Notable limitations of Actionable Intelligence Platform include:

Customization Limits: While AIP offers customizable dashboards and reports, the level of customization might not cater to highly specialized needs. For instance, lenders with unique loan products or complex risk models might require more granular control over data manipulation than the platform allows.

Data Dependency: The effectiveness of AIP hinges on the quality and completeness of the data it ingests. "Garbage in, garbage out" applies here. If a lender's data is riddled with errors or inconsistencies, the platform's insights could be misleading.

Cost Considerations: Pricing information for AIP isn't publicly available, but similar BI solutions can be expensive, especially for smaller lenders with limited budgets.

Suite Support

Email: [email protected] for data and analytics, [email protected] for enterprise BI and [email protected] for servicing technologies support.

Phone: Call (800) 584-0164 for enterprise BI, (877) 436-3282 (option 1) for data and analytics, (904) 854-3100 for servicing technologies and (888) 282-6872 for origination tech support.

Training: The vendor’s website hosts a series of blogs. Their support page also contains links to training pages. Most training material is gated behind a login page for customers.

Tickets: Ticket submission is gated behind a user login.