Prism: Advanced Analytics for the Modern Lending Enterprise
Prism transforms your SBL data into actionable intelligence — giving executives, risk managers, and advisors the insights they need to make confident decisions and drive growth.
Prism Analytics
See your entire lending program in a single pane of glass
Prism aggregates data across your entire SBL portfolio and presents it through intuitive, role-based dashboards that surface the insights that matter most to each stakeholder in your organization.
From executive summaries to granular loan-level analysis, Prism delivers the right information to the right person — enabling faster, more confident decision-making at every level.
- Role-based dashboards (Executive, Risk, Advisor, Operations)
- Portfolio-level and loan-level drill-down
- Customizable KPIs and reporting periods
- Scheduled report delivery via email
- Export to Excel, PDF, and BI tools
Analytics Capabilities
Insights for every role in your organization
Executive Dashboard
High-level portfolio health, revenue metrics, growth trends, and risk exposure summaries — everything a C-suite leader needs in one clean view.
Risk Analytics
Concentration analysis, stress testing scenarios, LTV distribution, and early-warning indicators for portfolio-wide risk management.
Advisor Performance
Track advisor pipeline, origination volume, client engagement, and loan book growth — identify top performers and coach those who need support.
Pipeline Analytics
Conversion funnel analysis from application start to funding — identify drop-off points and optimize your process to improve completion rates.
Revenue Reporting
Track fee income, interest revenue, and program economics at portfolio, advisor, and account levels with full period-over-period comparisons.
Custom Reports
Build custom reports using our report builder, schedule automated delivery, and export to any format your team or regulators require.
Transform your data into decisions with Prism
Request a demo and see how Prism can give your team the intelligence edge in managing your SBL portfolio.
Request a Demo