Introduction to Mortgage Origination Examinations Training

MCR Analytics User Guide

User Interface

Dashboard

The Dashboard allows the user to do a side-by-side comparison of two sets of information. The user is able to manipulate the two charts independent of one another (see Figure 6 ).

Use the Dashboard to Compare:

Filter Each Chart By:

Filing Year

•

State

•

Loan Purpose

Loan Count

•

•

Quarter

•

Company Name

•

Loan Amount

Number of MLOs

•

•

CSBS District

•

NOTE: Selections made by the user on the Dashboard DO NOT carry over to the other sheets.

1) Dashboard charts

2) Side-by-side chart display

3) Filtering options for left chart 4) Filtering options for right chart

Figure 6: Dashboard User Interface

Updated 8/8/2019

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