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The problem

Why this workflow breaks in generic systems.

Reports lag the pipeline

By the time a scheduled report runs, the numbers it shows have already moved.

Regulatory and operational reporting live apart

HMDA and NMLS reporting get handled in a separate tool from the day-to-day dashboards ops actually uses.

Warehouse access means custom exports

Analysts rebuild pipelines by hand instead of querying a warehouse-ready model directly.

See how it works
Product workflow

One controlled workflow.

Every field captured anywhere in ReversePilot is reportable - dimensional, point-in-time, and exportable on your schedule.

RP / Reports / Pipeline · last 30 days

Operations weekly

Auto-distributed Mondays 8:00 ET
Pipeline dashboard
  • Submitted Live
  • Underwriting Live
  • Closed Live
Saved reports
  • HMDA LAR · 2026 YTD Scheduled
  • NMLS call report Scheduled
  • Conditions aging by AE On demand
Distribution
  • Ops leadership Mondays 8am
  • Compliance 1st of month
  • Warehouse mirror Hourly
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Capabilities

Core capabilities.

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Role relevance

What this changes for your team.

Executives

A live operating picture instead of a weekly roll-up someone has to assemble.

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Operations

Pipeline and aging dashboards that reflect the file state right now, not last week's export.

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Compliance

HMDA and NMLS reporting pulled from the same canonical data as everything else - no reconciliation.

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FAQ

Common questions.

Can we build custom reports?

Any field on any entity - loan, borrower, property, calculation, document, condition, or audit event - can be reported against.

How current is the data in dashboards?

Operational dashboards read from the same data your team is updating in real time, rather than a nightly or weekly batch job.

Does this handle HMDA and NMLS submissions?

Yes - HMDA LAR generation includes edit-check pre-validation, and NMLS call report extracts pull from the same canonical loan data.

Can analysts query the warehouse directly?

Data mirrors to your warehouse in a structure built for BI tooling and direct analyst access, instead of a flat export that needs reshaping.

Can we reconstruct a report as of a past date?

Point-in-time reconstruction lets you pull a report as the data existed at a specific date - useful for close, audit, or investor review.

See it on your data

Walk through reporting on your pipeline and channels.

We'll bring sample loans through the reporting layer using your products and reporting requirements.