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Mortgage Analytics Hub Excel Template

Analyze mortgages with comprehensive loan performance monitoring, risk assessment, and prepayment modeling tools for mortgage professionals and lenders.


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Master Mortgage Analytics with Advanced Performance Monitoring

Mortgage analytics require sophisticated loan performance monitoring, risk assessment, and comprehensive prepayment modeling capabilities. Our Mortgage Analytics Hub template provides comprehensive tools to analyze mortgage portfolios, assess credit risks, and model prepayment behaviors with institutional-quality frameworks for mortgage professionals and lenders.

From loan performance to risk assessment, optimize mortgage operations. Built for mortgage professionals, lenders, and risk managers, this template helps you monitor loan performance, assess risks, and make informed lending decisions.

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Comprehensive Loan Performance Analysis Framework

Portfolio Performance Monitoring

Monitor portfolio performance with delinquency rates, default analysis, and performance metrics. Track mortgage portfolio health and identify performance trends.

Credit Risk Assessment

Assess credit risks with credit scoring, probability of default models, and loss given default calculations. Evaluate borrower creditworthiness and portfolio risk exposure.

Loan Origination Analytics

Analyze origination patterns with underwriting quality, origination volumes, and approval rates. Optimize origination processes and lending strategies.

Servicing Performance Metrics

Track servicing performance with collection rates, modification success, and customer satisfaction metrics. Enhance servicing operations and borrower relationships.

Prepayment Modeling & Risk Analytics

Prepayment Speed Analysis

Analyze prepayment speeds with CPR calculations, PSA models, and prepayment curves. Model prepayment behavior and cash flow projections.

Interest Rate Sensitivity

Assess interest rate sensitivity with duration analysis, convexity measures, and rate shock scenarios. Evaluate portfolio sensitivity to interest rate changes.

Cash Flow Modeling

Model cash flows with principal and interest projections, prepayment assumptions, and default scenarios. Create detailed cash flow forecasts for portfolio management.

Valuation & Pricing Models

Value mortgages with option-adjusted spreads, mortgage pricing models, and fair value calculations. Optimize pricing strategies and portfolio valuation.

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Frequently Asked Questions

How does it monitor portfolio performance?

The template monitors portfolio performance with delinquency rates, default analysis, and performance metrics. It tracks mortgage portfolio health and identifies performance trends.

Can it assess credit risks?

Yes, the template assesses credit risks with credit scoring, probability of default models, and loss given default calculations. It evaluates borrower creditworthiness and portfolio risk exposure.

How does it analyze prepayment speeds?

The template analyzes prepayment speeds with CPR calculations, PSA models, and prepayment curves. It models prepayment behavior and cash flow projections.

Does it include interest rate sensitivity?

The template assesses interest rate sensitivity with duration analysis, convexity measures, and rate shock scenarios. It evaluates portfolio sensitivity to interest rate changes.

How does it model cash flows?

The template models cash flows with principal and interest projections, prepayment assumptions, and default scenarios. It creates detailed cash flow forecasts for portfolio management.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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Enhance Mortgage Analytics

Professional mortgage analytics hub tools to monitor loan performance, assess risks, and model prepayments with comprehensive mortgage analytics frameworks.

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