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MortgageBot Data Connector

CFS Insight’s Mortgagebot Data Connector enables all interested stakholders in the credit union to leverage the rich member data collected from the mortgage lending process. In addition to providing customize dashboards/scorecards for managing your mortgage business, the Mortgagebot Data Connector unlocks the potential of the rich member data for departments such as retail, accounting and consumer lending. CFS Insight’s implementation is ideal for financial institutions that offer mortgages / real estate lending as well as other lending, deposit and insurance related products and services.

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Common Use Cases

The Mortgage Cadence Data Connector enables your credit union to:

  • Customize and manage key performance metrics of your Mortgage Business
  • Share valueable member information with retail staff in creating cross sell opportunities for other value credit union products
  • Integrate Mortgagebot lending data with mortgage servicing data to conduct vintage and/or contration analysis as well as delivery enterprise class loan officer scorecards.
  • Streamline compliance/reporting associated with your mortgage lending operation

Common Questions

Yes. The CFS Insight Mortgagebot Data Connector requires that the bank/credit union contract with Finastra to host the MortgageBot DataMart database (typically on premise or in a decicated  SQL Server instance in the cloud).

Yes. If the Credit Union licenses a mortgage servicing data connector with CFS Insight, we support the ability to link your Mortgage LOS data to your mortgage servicing data.

Technical Details

Following summarizes the technical details of CFS Insight’s Mortgagebot Data Connector:

  • Data is sourced from the MortgageBot DataMart database which is typically deployed on premise in the Bank/Credit Union. The Mortgagebot DataMart database contains a near real-time operational data store of the Mortgagebot LOS data.
  • Example Dashboards available in Power BI and TIBCO Spotfire.
  • The Data Connector can be deployed on a Microsoft SQL Server 2014 or higher database.

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- CFS Data & Analytic Products

The CFS Insight way to unlocking your credit union data

Data connectors and CFS analytical models are just tools. To succeed, your data initiative needs the right process to handle the preparation, detailed integration, and well planned training and support. The CFS process will help guide your project to successful implementation and adoption.

CFS Insight Process

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Step 1

Discovery Call & Demo

Start with a quick discovery call followed by a customized demo. CFS will seek to answer specific questions and show how the CFS process will apply to your data needs.

Step 2

Review Agreement

Work with the CFS Insight team to define goals and project requirements. Develop a scope of work and review with any other key stakeholders and make adjustments.

Step 3

Onboard & Prerequisites

As your team works on required prerequisites defined in the agreement, CFS will onboard to your technology environment and begin preparing for implementation.

Step 4

Implement, Train, Support

CFS will Implement the data connectors and analytic models, provide your team with training, help push your new solution to production, and provide you with dedicated ongoing support and consultation

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Ready to make better data driven decisions?

CFS Inight’s process will guide you and your team into a better understanding of your data. Once your systems are connected, CFS will help you create productive ways to access, analyize, and model your data. So the question is — how can we help?
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Why CFS Cares About Credit Unions

Credit unions want to serve their communities well. Their community may be a region, organization, or identity. But, not matter what their community looks like, credit unions want to see the their people thrive.

That’s why for more than a decade CFS Inisght has helped credit unions like your’s not only survive, but thrive!

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