Broker Intelligence Dashboards
We turn the RCTI commission data you already get into a clear picture of how your brokers, your trail book and your lenders are really performing. Run your network on evidence instead of gut feel, updated monthly, with zero manual analysis on your side.
Built on 4+ years of real RCTI data.
Your aggregator sends you RCTI statements every month. Then they sit in a folder.
By the time a broker's disengagement shows up in the payments they are often already leaving. Clawback creeps up before anyone joins the dots. Lender concentration builds quietly.
The data to see all of this is already yours. You just can't read it fast enough to act on it.
You can keep running on gut feel.
Or you can run on what the data already knows.
Total retained revenue, month-on-month movement, year-on-year overlay. Revenue forecasting with seasonal adjustment built on 4+ years of RCTI data. Recommended actions engine surfaces the two or three things worth paying attention to each month.
Every active broker scored 0 to 100 on a proprietary engagement scale. Four-signal composite: settlement volume, revenue momentum, recency and consistency. Engagement tiers show network health at a glance. Attrition risk flags early disengagement.
Tracks clawback rate over time, not just dollar amounts. Identifies top offenders, detects month-on-month spikes, projects rate and cost forward. Per-broker and per-lender clawback rates. Clawback events detected automatically from RCTI data.
Book value, monthly trail income, yield analysis, loan movement. Trail yield measures monthly income as a percentage of book value, revealing rate compression before raw numbers show it. Book value projection at 3-month and 6-month horizons.
Measures lender dependency and concentration risk. Top lender share shows what percentage of revenue depends on one relationship. Per-lender metrics: revenue, trail book, settlement volume, clawback rate, yield.
Individual monthly reports for every active broker: earnings summary, clawback status, peer comparison, trail book breakdown and loan anniversary alerts. Brokers see how they rank on activity, not what their peers earn, so individual pay and your margins stay private. Generated and distributed in one action.
Historical and current commission statements from your aggregator. We handle the format mapping and standardisation.
Your private dashboard is configured, your data ingested and validated, then it goes live within four to six weeks.
Each month, new RCTI data is ingested, dashboards refresh, broker reports are generated. You review the insights and make decisions.
Every client gets their own private dashboard. Your data is never pooled with anyone else's.
Broker Intelligence Dashboards was built inside a working brokerage, on its own RCTI data, by people who run a broker network themselves. It was sharpened on real operations before it was offered to anyone else.
Built and proven inside a working brokerage with 42+ brokers, on 4+ years of real RCTI data, before it was offered to the market.
The live demo runs the same analytics as the production system. Only the data is synthetic, so what you see is exactly what you get.
10 questions. Less than five minutes. Immediate results showing exactly where your data gaps are.
Take the visibility assessment