CASE STUDY

PRODUCT:Intelli-Mortgage Business

Performance Manager

BENEFITS: Estimated savings of $1.0 million in direct reporting,

analysis and decision support costs, projected

5% increase in profitability, projected decrease of $75-

$100 per loan in cost of funding resulting in a total

benefit of over $4 million to the bottom line during a 3

year period

IMPLEMENTATION TIME:

12 weeks including customization

VENDOR:Intelli-Mine, Inc.

Business need

When AmPro Mortgage Corporation purchased a national wholesale mortgage lending operation, their challenge was to get a clear understanding of the operation, analyze the business strengths and limitations, and closely monitor the execution of new policies and strategies. One of the key problems faced by the management team was the proliferation of business unit reporting databases and tools. Business units relied on different data sources, data definitions, business measurements and terms; and varying skills in Microsoft Excel and Access to produce their management reports. As a result, the timeliness, accuracy and consistency of critical data were at risk. AmPro needed relevant and integrated information delivered consistently and accurately, in the format and frequency required by management to make informed decisions timely.

Intelli-Mortgage is the solution

CIO John Scattergood decided the company needed a Business Intelligence (BI) platform. Having implemented a BI system

in an earlier company, he recognized the significant effort, cost and risk involved in such a project, including the typical 6 to 12 month project timeline. Intelli-Mortgage presented an alternative to these challenges. It is a full fledged BI solution with over 100 predefined metrics and key performance indicators (KPI’s) specific to the mortgage banking business.

Says Scattergood, “The decision to build or buy was an easy one once I saw Intelli-Mortgage. We saved a lot of money because Intelli-Mine had already defined the requirements, built the data models and written the ETL’s. Moreover, Intelli-Mortgage had been successfully implemented at other mortgage companies and had very rich user functionality, complete with dashboards, alerts, scorecards and robust analytic capabilities. Can you imagine defining and implementing a Data Warehouse in 12 weeks? It’s incredible. And our business unit customers are already up and running on the new system, creating their own analyses. Our President is one of the most enthusiastic users of Intelli-Mortgage.”

AmPro Mortgage Corp

Intelli-Mortgage enables Ampro to effectively monitor mortgage performance across all strategic business units,

providing a single, unified view of mission critical information.

CASE STUDY

According to Jim Munford, President and Chief Operating Officer of AmPro, “Today, we are able to monitor our key production indicators effortlessly. Trending and ad-hoc analysis was never this simple and we can dive right to the loan level details to identify problem areas. I don’t have to spend hours and days waiting for information any more. Best of all, we all speak the same language; with one version of the truth. In the past, getting adequate information to make intelligent decisions was a long drawn, inaccurate process. With Intelli-Mortgage, getting the right information is just a few clicks away. We estimate a significant savings over a 3 year period from information gathering and analysis activities alone. In addition, we anticipate significant cost savings from identification of inefficiencies and non performing areas. Analyzing opportunities and understanding best practices will be instrumental in our top line and bottom line growth.”

According to Jim Jelic, Project Manager at AmPro, “Intelli-Mine has an implementation methodology which is very complete.They have all the necessary documents and templates for the different stages of implementation, which have been

refined over several installations. Their team consistently follows the methodology to ensure a successful and timely implementation. From the beginning I felt extremely comfortable with them. I always got the feeling that Intelli-Mine was on top of everything that needed to be done and that as long as we did our part, which was well defined as well, the implementation would be a success. And indeed, they delivered right on time, as per the initial implementation plan. QA of the system and the deployment went very smoothly. The total end user training that was necessary was 2 sessions of four hours each. And although it’s only been a couple of months since we rolled out the system, our users are already beginning to reap the benefits. This is the smoothest Data Warehouse implementation I have ever been involved in. I remember in my last project, we spent significant effort and in 2 years, we were not able to achieve close to the functionality that Intelli-Mine has delivered in such a short time. It’s been a pleasure working with their team.” Jim adds, “Intelli-Mine continues to provide excellent support for Intelli-Mortgage as we fine tune the system and we look forward to a long and happy relationship.”

www.intel l i -mine.com sales@intel l i -mine.com Ph: (949) 486-2900

Intelli-Mine has been providing

Business-Intelligence and Performance

Management solutions since 2000.

Intelli-Mortgage, a business performance management product

from Intelli-Mine, is the result of over 2 years

of intense involvement in the Mortgage

Banking industry. It helps customers drive performance through

planning, scorecarding and business

intelligence.

We are headquartered at:

1200 Quail St. Ste 270Newport Beach

CA 92660