Introduction to Mortgage Servicing Examination Training eBook

MCR Analytics User Guide

Table of Contents

Introduction ................................................................................................................................... 2

Quick Guide ................................................................................................................................... 2

*Printing or Exporting to Excel .................................................................................................... 2

Getting Started .............................................................................................................................. 3

Single Sign-on through NMLS .................................................................................................... 3

Single Sign-on through NMLS (continued) ................................................................................. 4

Single Sign-on through NMLS (continued) ................................................................................. 5

User Interface ................................................................................................................................ 6

Dashboard ................................................................................................................................... 6

Filtering Options .......................................................................................................................... 7

Analysis: Forward Mortgages ..................................................................................................... 9

Analysis: Forward Mortgages (continued) ................................................................................ 10

Analysis: Mortgage Servicing.................................................................................................... 11

Analysis: Mortgage Servicing (continued) ................................................................................ 12

Reports ...................................................................................................................................... 13

Calculator .................................................................................................................................. 14

Appendix A: Ribbon Functions................................................................................................... 1

Appendix B: Right-Click Functions ............................................................................................ 1

Table of Figures

Figure 1: Quick Guide ..................................................................................................................... 2 Figure 2: Analytics Role in NMLS................................................................................................... 3 Figure 3: Analytics Submenu Option .............................................................................................. 4 Figure 4: Link to Data Analytics...................................................................................................... 4 Figure 5: Application Selection Screen .......................................................................................... 5 Figure 6: Dashboard User Interface ............................................................................................... 6 Figure 7: Filtering Options .............................................................................................................. 7 Figure 8: Analysis Sheet for Forward Mortgages........................................................................... 9 Figure 9: Analysis Sheet for Expanded Filer ................................................................................ 10 Figure 10: Analysis Sheet for Mortgage Servicing Companies ................................................... 11 Figure 11: Analysis Charts for Mortgage Servicing...................................................................... 12 Figure 12: Reports User Interface ................................................................................................ 13 Figure 13: Calculator User Interface ............................................................................................ 14

Updated 8/8/2019

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