Case Study: PHOENIX achieves 360º data insight and real-time mortgage analytics with Qlik

Qlik data analytics on Amazon Web Services (AWS) enables mortgage industry leaders to make informed, smart decisions, monitor outcomes, and optimize results

PHOENIX, a Denver-based residential mortgage advisor founded in 1997 with 250+ clients, helps banks, credit unions, servicers and investors value and manage mortgage servicing rights. The firm faced the common industry challenge of collecting and analyzing large volumes of data from many disparate systems to support valuation, compliance and timely decision-making, creating a need for a single, trusted source of truth.

PHOENIX built the cloud-based Performance Management Platform (PMP), a SaaS portal hosted on AWS that combines Qlik Sense analytics, a Snowflake data warehouse and implementation support from Analytics8. PMP delivers a 360º, real-time view with automated, standardized reporting (100+ reports), faster analysis and improved outcomes—saving time, enabling smarter, timely decisions, and providing a competitive differentiator validated by early adopters like TruHome.

Phoenix

Jerry McCoy

EVP Mortgage Services and Analytics