The Loan Advisor Business Intelligence and ECO®: Evaluate|Compare|Optimize®  merger is only four days away. On June 14, get ready for a single, supercharged, streamlined business data and analytics solution under the name ECO®.

Why the Merger?

We want to provide you with one centralized location to analyze your loan applications as well as the loans you sell to us – and all the convenience and efficiency that affords. Plus, you’ll also have access to our revamped, retooled, sleeker, faster data analytics and reporting solution, with a 360-degree reporting view.

How do current Business Intelligence and ECO users access this new tool?

  • ECO users
    Nothing changes. Please access the ECO tool as you do today.
  • Business Intelligence users
    Currently, when you log in to the Loan Advisor portal, you access the Business Intelligence tool by clicking the “Open” button as seen in the image below:

On June 14, you’ll have 2 options to access the new tool.

  • Click the “Learn More” button next to Business Intelligence. It opens in a new window where you’ll then click the “Get Started” to navigate to the ECO page. Then, use your current Business Intelligence credentials to log in to the tool.
  • Under Quick Links, click on the new ECO®: Evaluate | Compare | Optimize® button to access the ECO page. Then, use your current Business Intelligence credentials to log in to the tool.

Please see images below.

What Tool Users Should Expect

First, you’ll have the same exceptional level of reporting to which you’ve become accustomed. And, you’ll still be able to access customized data. Second, the dashboards were redesigned with a sleeker look, responsive design and easier navigation.

Here are some other things you should expect:

  • Business Intelligence users. Although, it’s being absorbed into ECO, you’ll still be able to easily monitor your loan data; quickly identify trends or anomalies to make decisions based on data and analysis; and have access to daily information on your loan origination process. But, after the merge, you’ll have access to even more information, giving you an end-to-end view of your portfolio combined with synthetic peer data and information beyond the Loan Advisor tools.

Plus, you can access ECO without the need to register or request a new login or password. Just use your current Business Intelligence credentials.

  • ECO users. You’ll still have the ability to turn current valuable mortgage market data into knowledge, evaluate your performance and compare it to competitors’, plus more. That will include access to loan activity data across any of the Loan Advisor tools you use, daily information on your loan origination and loan-level reporting.