This industry comprises establishments primarily engaged in arranging loans by bringing borrowers and lenders together on a commission or fee basis. It has no schema of its own: companies here are mapped on the Financial services schema, and what it does not cover is recorded as gaps.
| Parameter | Primitive | Type | Unit | Companies | Median | Range |
|---|---|---|---|---|---|---|
Net interest or fee margin | Rates, fees and spreads | Percent | % | 0 | — | — |
Average fee on assets | Rates, fees and spreads | Number | basis points | 0 | — | — |
Applications per month | Origination | Number | applications | 0 |
Median and range are shown once 3 or more companies on Mortgage and Nonmortgage Loan Brokers and below have published a number; each company counts once.
| — |
Applications that fund or sign | Origination | Percent | % | 0 | — | — |
|---|
Cost per funded loan or new client | Origination | Money | USD | 0 | — | — |
|---|
Files with defects | Quality control and file review | Percent | % | 0 | — | — |
|---|
Loan book or assets under management | Loan book and assets under management | Money | USD | 0 | — | — |
|---|
Time to decision | Underwriting | Number | hours | 0 | — | — |
|---|
Approval rate | Underwriting | Percent | % | 0 | — | — |
|---|
Decisions made automatically | Underwriting | Percent | % | 0 | — | — |
|---|
Cost to service an account | Servicing | Money | USD per year | 0 | — | — |
|---|
Payments on time | Servicing | Percent | % | 0 | — | — |
|---|
Return against benchmark | Portfolio management | Percent | % | 0 | — | — |
|---|
Clients per adviser | Portfolio management | Number | clients | 0 | — | — |
|---|
Reconciliation breaks per month | Custody and safekeeping | Number | breaks | 0 | — | — |
|---|
Days to onboard a client | Client onboarding | Number | days | 0 | — | — |
|---|
Clients retained per year | Client retention | Percent | % | 0 | — | — |
|---|
Accounts 30 days or more past due | Collections and recoveries | Percent | % | 0 | — | — |
|---|
Annual charge-off rate | Collections and recoveries | Percent | % | 0 | — | — |
|---|
Cost of funds | Funding and liquidity | Percent | % | 0 | — | — |
|---|
Revenue from commissions | Commissions and trails | Percent | % | 0 | — | — |
|---|
Capital ratio | Capital and funding lines | Percent | % | 0 | — | — |
|---|
Funding sources | Capital and funding lines | Number | sources | 0 | — | — |
|---|
Expected loss | Credit and portfolio risk | Percent | % | 0 | — | — |
|---|
Book in the ten largest exposures | Credit and portfolio risk | Percent | % | 0 | — | — |
|---|
Alerts cleared within target | Identity checks and anti-money-laundering | Percent | % | 0 | — | — |
|---|
Periodic client reviews on schedule | Identity checks and anti-money-laundering | Percent | % | 0 | — | — |
|---|
Reports filed on time | Regulatory reporting | Percent | % | 0 | — | — |
|---|
Open examination findings | Regulatory reporting | Number | findings | 0 | — | — |
|---|