How is Telemetry BI different from Power BI, Tableau, or building business intelligence internally?

Telemetry BI is purpose-built for mortgage lending and real estate brokerage rather than being a general-purpose BI toolkit. It connects the financial and operational systems already running the business and provides industry-specific dashboards, KPIs, reporting logic, and analytics without requiring your team to build the entire data model and reporting environment from scratch.

Does Telemetry replace our existing systems?

No. Telemetry works with the systems you already use. Your LOS, accounting platform, brokerage system, and other operating applications remain systems of record. Telemetry brings their data together so leaders can view financial and operational performance in one trusted management environment.

How long does it take to get started?

A typical first dashboard can be available in about five days once the required system access, data sources, and configuration are in place. Timing can vary depending on the systems and complexity of the organization.

What systems does Telemetry integrate with?

Current integrations include Encompass, AMB, LendingQB, Calyx Point, Loan Vision, QuickBooks, and Lone Wolf, with additional data sources connected as needed.

Are there implementation fees or other hidden costs?

For Telemetry BI for Mortgage, there are no implementation fees, hidden costs, or seat licenses. Implementation, hosting, support, and ongoing report enhancements are included in a flat monthly subscription. Pricing for other 5X Solutions products and consulting services depends on the solution and scope.

What does governed AI mean with TAAP?

TAAP uses AI to monitor business conditions, investigate what is driving a change, recommend a response, and support defined workflows using trusted business data. Actions can include an approval step so management retains appropriate oversight before a workflow is executed.

Know What's Driving Your Business. Act on It.

From fragmented data to intelligence. From intelligence to action.

Business intelligence, analytics, and AI purpose-built for independent mortgage banks and residential real estate brokerages.

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What Better Visibility Changes

42: Pre-built mortgage KPIs delivered on day one
60+ hrs/mo: Saved by a mid-market IMB after automating recurring management reporting
5 Days: Typical time to first dashboard
5+: Core systems connected automatically

The CEO Report distills key operational and financial metrics into a single, easy-to-read view so executives can spot trends and prioritize action.

5X Solutions by the Numbers

Founded: 2000
Headquarters: Del Mar, California
Pre-built mortgage KPIs: 42, delivered on day one
Typical time to first dashboard: About 5 days once system access and data sources are in place
Supported integrations: Encompass, AMB, LendingQB, Calyx Point, Loan Vision, QuickBooks, Lone Wolf
Pricing model (Telemetry BI for Mortgage): Flat monthly subscription; no implementation fees, hidden costs, or seat licenses
G2 rating: 4.8 out of 5 (G2 reviews)

Last updated: September 28, 2026

Trusted Intelligence Starts with Connected Data.

Our mortgage business intelligence and real estate brokerage analytics solutions connect trusted data with the measures that matter: branch and office profitability, cost per loan, pipeline performance, agent production, commission economics, and market performance.

Built for the Economics of Your Business

Mortgage Lending

Branch profitability, cost per loan, pipeline performance, forecasting, and operational productivity.

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Real Estate Brokerage

Office profitability, agent economics, commission caps, production, and market performance.

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Solutions Built for How Your Business Operates

One connected progression—from trusted data to intelligence, governed action, and measurable improvement.

Telemetry BI for Mortgage

Connect financial and loan-production data to understand corporate and branch profitability, cost per loan, pipeline performance, forecasting, and operational productivity.
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Telemetry BI for Real Estate

See brokerage economics clearly across offices and agents—from profitability and commission caps to production and listing-side versus buyer-side market performance.
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Telemetry Agentic AI Platform (TAAP)

Use governed AI to monitor business conditions, investigate drivers, recommend responses, and execute approved workflows—built on your trusted intelligence foundation.
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Data & AI Transformation Consulting

Build the data architecture, processes, governance, and operating model required to turn data and AI strategy into practical capability.
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Works With the Systems You Already Use

Telemetry connects to the mortgage, accounting, and brokerage platforms already running your business.

Why the Telemetry Business Intelligence Platform?

Telemetry BI shows you what is driving performance. TAAP helps you act on it.

Measures

Unify transaction, accounting, pipeline, and market data into a single trusted view of the business.
Explains

Connect performance results to the drivers behind branch, office, pipeline, and margin changes.
Predicts

Anticipate performance, risk, and opportunity before they affect the business.
Recommends

Identify where management attention and the next best response will have the greatest impact.
Acts

Use governed AI to support or execute defined workflows with appropriate oversight.

TAAP: From Condition to Action

TAAP monitors business conditions, investigates the underlying data when performance moves outside expectations, recommends the appropriate response, and initiates approved workflows—without requiring managers to hunt through dashboards.

▲

Trigger

Pull-through rate drops below threshold in a branch cluster
→
🔍

Analysis

TAAP identifies which loan stages and originators are driving the decline
→
💡

Recommendation

Recommends escalation to regional manager with supporting data summary
→
✅

Approval

Manager reviews and approves the recommended action
→
▶

Action

Alert sent, workflow initiated, outcome tracked in Telemetry BI

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Trusted by Leaders Across Mortgage and Real Estate

Our work spans GSEs, independent mortgage banks, national lenders, and real estate brokerages — including some of the most recognised names in the industry.