Mortgage Team Internal Metric Dashboard
A portal for a mortgage lender company to see their individual metrics, and leadership to see company-wide metrics in real time.
From the partner
This portal provides every member of the team their unique look into their performance KPIs.
Metrics are broken down by: 60 days ago, 30 days ago, Last Month, This Month, YTD, and Last Year. When team members perform well, admin has the ability to add that team member to a 'trophy room' to recognize their achievements.
Leadership has a company-wide view of how all team members are performing, as well as how co-owners are performing. This dashboard becomes a daily-use tool to gather insight and encourage team members to drive more performance over time.
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Partner details
Shane Consulting
I've been building on Softr since 2021, the early days of the platform. I build client portals, applicant portals, CRMs, dashboards, and enrollment systems on top of Airtable, Google Sheets, and Notion, with automations and payment workflows to cut out manual admin. Airtable Certified Builder and Softr Premium and Enterprise Partner, based in Indianapolis. Most of my work is in education, non-profit, financial services, real estate, and entertainment.
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