Fintech Startup Simplifies Decision-Making for Mortgage Professionals with X-Ray Dashboard
Special Agent X announced today that it has entered into an agreement with Big Valley Mortgage to purchase 150 “user seats” of the X-Ray dashboard tool for seven California branches. X-Ray, a mortgage business intelligence system, was created by long-time mortgage banking professionals Dave Hoggatt and Dustin Sheppard to optimize their own business performance.
“In the beginning, we were just trying to simplify decision-making for our own businesses, but soon came to realize that the tool we had developed had value for the entire industry,” said Special Agent X CEO Dustin Sheppard.
Big Valley Mortgage is the first 100-plus user-seat client for the X-Ray dashboard, which was launched last month. The cloud-based SaaS solution transforms massive amounts of data warehoused in a variety of systems used by mortgage loan professionals into easy-to-understand, easily accessible analytic dashboards that drive top-level decisions.
“The X-Ray dashboard offers Big Valley Mortgage a very efficient and reliable resource to capture the necessary information to allow our management team to quickly assess production levels, trends and business mix,” said Michael Pankow, senior vice president of Big Valley Mortgage. “The simplicity of the X-Ray dashboard makes it an excellent tool to quickly dive into, grab the intel you are looking for and move on.”
The mortgage industry has been slow to implement automated business intelligence technology. Current solutions are not cloud-based, can cost hundreds of thousands of dollars, and take months to implement. Special Agent X’s cloud-based solution allows mortgage loan professionals access to powerful analytics for the cost of one user seat – $39 per month. The cycle time for a typical implementation is approximately two weeks.
X-Ray is optimized to work with the most commonly used loan origination, customer relationship management and accounting systems, including Encompass, Salesforce and QuickBooks. Customizing X-Ray to work with any system used in a mortgage loan office is an additional service Special Agent X offers to its clients.
For a demo and more information, visit specialagentx.com.
About Special Agent X
Founded in Northern California in 2015 by mortgage loan professionals Dave Hoggatt and Dustin Sheppard, Special Agent X’s first product is the X-Ray dashboard, a business intelligence tool for the mortgage loan industry. The X-Ray dashboard was originally developed in-house, but was launched commercially in 2016 after the founders realized the mass appeal for this tool in the mortgage loan industry. www.specialagentx.com
About Big Valley Mortgage
Founded in 1990, Big Valley Mortgage is a full-service mortgage banker in the greater Sacramento and the Central Valley regions in California. In 1997, they launched American Pacific Mortgage Corporation, the mortgage banking fulfillment and parent company to Big Valley Mortgage. In 2015, Mortgage Executive Magazine, ranked Big Valley Mortgage as one of the top 15 largest independent mortgage banks in the United States. For more information visit www.bigvalleymortgage.com.
