Mortgage Credit Balanced Scorecard Metrics Template
Credit scores help determine the type and size of the mortgage loan for which the consumer qualifies. The score is basically a summary of the consumer's credit report, in the form of a numerical measurement that reflects his or her management of credit. Credit scores are based on the following information: consumer's payment history, the amount of credit, creditor's data, as well as any serious past problems with debts (for instance, liens, bankruptcies, collections, and judgments). The credit scoring process converts these and other factors into a single three digit number that aids in determining the likelihood the consumer will repay a loan on a timely basis.
Mortgage Metrics in Excel:
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Download trial version of
Mortgage Performance Indicators.
Mortgage Evaluation Balanced Scoreboard is distributed
as an Excel file. Before purchase you can download a
trial version of the scorecard.
Mortgage Evaluation Balanced Scoreboard Excel file
contains a dashboard (see screenshots below), help information
section, Balanced Scorecard details.
- Purchase full version of
Mortgage Performance Indicators. Immediately after your order will be processed you
will have a link to download Balanced Scorecard (BSC) Excel file and file
in
Balanced Scorecard Designer format.
- Use Mortgage scorecard online with BSC Designer Online system. This SaaS solutions provides world-wide access to scorecards with any web-browser.
- It is necessary to start the design of KPIs with analysis of business problems, use Free SWOT Method Guide to perform this analysis. Check Balanced Scorecard Toolkit for scorecard designing instructions,
download Key Risk Indicators (KRI) Toolkit for risk management.
More ideas on using Mortgage KPI: Mortgage refers to the transfer of interest from the owner to the lender, as a security of debt. This interest is to go back to the owner once the debt is paid. Two basic types of mortgages instruments that are identified are- Mortgage Deed and deed of trust. This process of providing mortgage loan is often a structured one that demands a monitoring tool to be imposed on it. Such a tracking enables a transparent conduction of the task. The decision as to whether a given person be provided the mortgage loan or not depends to a large extent on the credit history of the individual. This credit history brings in a summarized form the ‘level to which the past credit commitments were paid’ by the person in question. In other words, the likelihood of receiving the debt in time can be known by looking at the previous promptness with which payments were made. One can employ BSC (Balanced Scorecard) for this purpose. The metrics written on it should be selected after figuring out the ‘factors that matter’. Once this is done, KPIs (Key Performance Indicators) that can accurately mirror the progress of Mortgage can be put together.
More useful information for Financial Evaluation:
Business Intelligence (BI) for Financial - measure performance with Mortgage Scorecard for Excel
We have designed Mortgage Balanced Scorecard (BSC) in MS
Excel, so now you can measure and control your performance using this popular
business tool. Download
trial
version right now.
Alignment with Balanced Scorecard and KPIs is a great way to control the performance of Financial.
In comparison to other business performance measure and control methods, alignment with KPI is much more easier to implement and use.
Use Mortgage scorecard to align business performance.
Why do I need these metrics?
MS Excel files that we distribute are a
spreadsheets packed with metrics information and the performance
calculation formulas.
It's a real-business information. We
invested in research that involved experts from Financial Evaluation industry who elaborated and shared certain metrics.
It's valuable, real-life experience which will help to improve the performance of your business.
I'm sure you understand the importance of measuring and controlling business using correct metrics, so this small investment will return in a great increase in sales.
To get a basic idea about what metrics to use. We learned a lot of business metrics and packed scorecard with the most successful.
To have a sample excel file, which is easy to modify to fit your needs. All Excel formulas are available for copy and change.
To start with measuring business performance. It's important to start with correct metrics, then you will be able to fulfill scorecard.
Mortgage Evaluation Balanced Scoreboard Screenshots

Metrics for Financial Evaluation. This is the actual scorecard with Mortgage Performance Indicators and performance indicators.
The performance indicators include: capital adequacy ratio,distance-to-default,debt-to-income ratio (dti),annual percentage rate (apr),amortization term,loan points,company perspective,capital adequacy,gross debt service ratio (gds),customer credit quality.
These indicators can be converted from text into the visualized view with BSC
Designer
strategy map function. Right now you can download trial version of Mortgage Performance Indicators or purchase full version of this Balanced Scorecard.
Also, it is possible to import this scorecard into web-based balanced scorecard (BSC) software - BSC Designer Online, so it will be accessible to you and your employees with any web-browser. |
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Some Balanced Scorecard help information that explains how to interpret scorecard.
What scores and weights can be changed. |
Download or purchase Mortgage Evaluation Balanced ScoreboardRight now you can download a trial version
of Mortgage Evaluation Balanced Scoreboard or purchase a
full version online. Also, if you are interested you can subscribe to our
e-course that helps a lot with Balanced Scorecard design.
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