Stop Building Reports. Start Making Decisions.
Data Buddy gives mortgage managers instant pipeline visibility — no spreadsheets, no training, no waiting on IT.
Pipeline Overview
Live$0M
12.4% from last month
Funded Volume
Stuck Loans
Apps This Week
Avg Cycle Time
Everything You Need. Nothing You Don't.
AI-Powered Search
Ask in plain English. Get instant answers.
Pipeline Metrics
See what's stuck, at risk, or ready to fund.
Smart Watchlists
Organize deals your way. Drag, drop, done.
Secure Sharing
Share reports, not credentials. Revoke anytime.
Ask Questions, Get Answers
Type what you need. Data Buddy understands mortgage terminology and returns precise results instantly.
Parsed 3 filters automatically
| Borrower | Amount | Stage |
|---|---|---|
| Martinez, A. | $485,000 | In UW |
| Johnson, T. | $612,000 | CTC |
| Williams, R. | $425,000 | Submitted |
| Chen, M. | $550,000 | Locked |
| Davis, K. | $478,000 | Qualification |
5 loans found · Scroll for more
Your Pipeline at a Glance
Metrics that actually matter to your business. Click any number to drill into the underlying loans.
Funded Volume
Stuck Loans
Apps This Week
Avg Cycle Time
Track Deals Your Way
Drag-and-drop watchlists that update automatically. Pin the views that matter to your sidebar.
My Watchlist — Priority Deals
Thompson, J.
Garcia, L.
Patel, R.
Williams, S.
Anderson, K.
Martinez, A.
Lee, D.
Brown, T.
Three Steps. Zero Training.
Import
Upload a CSV. That's it.
Explore
Ask questions. Build dashboards. Track deals.
Act
Share reports. Close loans faster.
Frequently Asked Questions
Managers and executives in the mortgage industry — anyone who needs pipeline visibility without wrestling with spreadsheets. Works for teams of any size.
Enterprise-grade encryption, role-based access, and multi-tenant isolation. Shared reports are password-protected with revocable, time-limited links.
Full platform access plus direct input into our roadmap and priority support. Beta users will also receive preferential pricing at launch.
Currently integrates with ARIVE, with more LOS integrations on the roadmap. You can also import via CSV from any system — takes minutes, not weeks.