MA: Analyze An Institution - Step 1

Brief Video Tutorial

Step-By-Step Guide

Select All
Check this box to quickly select all the markets in the table.
Select Markets
To select the markets you want to include in your analysis, check the boxes next to the market name. Rows highlighted in gray indicate you have selected the market.
Scroll Through Table Data
Click the page numbers or click the arrow ( > ) to view all the markets where the primary originated a loan.
Year
Use the drop down to pull the primary’s loan origination data from prior years.
Export Feature
Export this table in four different formats (Excel, PDF, CSV, RTF*). *RTF (Real Text File) exports the table to Microsoft Word.
Analyze
Once you have made your market selections, click the “Analyze” button to generate your mortgage report.
Market’s Total Volume
Displays the total dollar amount of loans (in thousands) originated by all financial institutions (i.e., banks, credit unions, mortgage lenders, CUSOs, etc.) in that market.
Primary’s Volume In Market
Displays the total dollar amount of loans (in thousands) originated by your selected primary in that market.
Rank By # Of Applications
Your primary’s ranking relative to all other financial institutions in that market in terms of the number of loan applications received.
Rank By # Originated
Your primary’s ranking relative to all other financial institutions in that market in terms of the number of loans funded.
Rank By $ Originated
Your primary’s ranking relative to all other financial institutions in that market in terms of the total dollar amount of loans funded.
Your Primary
The institution you selected to be your primary point of comparison. You may click here to change your primary.
What Is In This Table?
This table shows all of the counties, MSAs & states where your selected primary has originated a loan.
Search Bar Feature
Do you have a specific county, MSA and/or state in mind? Type in the search bar to quickly find it.
Advanced Search Feature
To slice and dice the loan origination data, click the pins and choose from a host of advanced filters.

[zilla_button url=”http://www.callahan.com/support/knowledge-base/analyze-institution-step-2/” style=”blue” size=”large” type=”round” target=”_self”] Continue to Step 2 [/zilla_button]