Market Share for Mortgage - User Experience

Step	Instruction	Details
1	Select Your Industry	Click on Discovery Solutions on the Unified Portal, then select your industry from the drop-down menu (Mortgage).

2	Select the Use Case from the Marketplace	From the Marketplace, select the Market Share tile. Click “Learn more” to go to the Product Detail page. When you are ready, click “Get started” to go to the next screen, “Create Scenario”.

3	Edit or create your Scenario	You can create a new Scenario (or select a previous Scenario and edit it.) Complete the fields below. Fields with an asterisk are required: Scenario Name: enter a name of your choosing. Frequency: How often you want to run your scenario. Choose daily, weekly or monthly. Schedule Start Date: From the menu, select the date you want to begin. Click ”Configure Your Scenario” when you have completed each field.

4	Map View	Your Solution will appear in Map View. The home button on the left will take you back to Your Solutions The Filters panel presents you with three drop-down menus to filter your data. The top bar reflects the name of the Solution, the Scenario name and the report date.

5	Filters: All lenders	Once you select a State, the map will present information about the selected state. Filters panel: The default filter is all lenders. The top 15 lenders will appear with their own color assigned. The map reflects the top lender in each county. Insights panel: The Insights include: Market Trend data Total Funded in the area Purchase Loan-to-value % Average Loan Amount If a specific lender is not selected, then Market Trend data will be displayed on a State level.

6	Filters: Lenders	The Lender dropdown will show 100-200 lenders. Only the top 15 lenders have assigned colors.

7	Insights Panel Variations with and without a selected lender	All Lenders Selected: If you are looking at “All Lenders” in the filter panel, you will see general “Market Trend” Key Performance Indicators (KPIs) for the area you have selected. Specific Lenders Selected: If you have selected a specific lender, you will see that lender's “Market Share” within the area you have chosen. You will also see KPIs for that specific lender compared to the broader market. The Insights panel is dynamic and should be affected by your selected filters.

8	State > All lenders > County tooltip	Filter panel: This view shows all lenders selected in the state. Hovering over a county will bring up a tooltip with details for that county. The county’s color represents the top lender in that county. You can compare the top lender’s data with the market data for that county.

9	County tooltip > All lenders	You can use the County tooltip Lender dropdown to switch between lenders. The columns compare your selected Lender with the Market Average (Rocket Mortgage and Market) Details in red indicate the value is lower than market value.

10	State > Lender selected	Filter panel: This view shows the state view with the Lender (Bank of America) selected in the dropdown. Map: The map will highlight only areas with the selected lender. The higher the market share - the darker the color. Insights: The market share of the selected lender is displayed, along with their Total Funded loans, Average Interest Rate and Average Loan Amount. Trends overview: An interactive panel is visible when 1 lender is selected, showing trends over time. Click on the play arrow to review.

11	State > Lender selected > Trends overview	Filters should be disabled when you start the Trends overview. The play button will present the overall market share, regardless of the filters selected. Map coloring: a darker color indicates higher market share, lighter indicates lower market share.

12	State > Lender selected > County tooltip	This view shows the selected state and Lender. Hovering over a county brings up a tooltip with a comparison of that lender (Bank of America) vs. the overall market in the area.

13	State > Lender outside top 15 selected	“Other” lenders are lenders that are not in the top 15 lenders in an area. They are assigned a brown color palette. Map coloring: a darker color indicates higher market share, lighter indicates lower market share.

14	County selected > All lenders	Click on a County on the map or select it in the geography filter. The Insights panel will reveal information about the selected county. (Notice the county name underneath “Insights”.) Your selected county will be outlined with a blue border. Insights: If All lenders are selected the Insights panel will reflect information about all lenders in the selected county.

15	State > All lenders > Chart view	You can switch from Map view to Chart view on the upper right of your screen. This Chart view represents information about Top lenders in the selected State (California). The panels reveal: Top 5 Lenders by Market Share Top 15 Lenders (by Production) Top 15 lenders by Mortgage type Top 15 lenders by Loan type

16	State > All Lenders > Chart view > Market Share	You can switch between monthly and quarterly views of Market Share.

17	State > All lenders> Chart view > by Mortgage	In the Top Lenders panel, use the dropdown menu to switch between charts. Top Lenders by Mortgage type: Bars represent % of each mortgage type per lender.

18	State > All lenders > Chart view > by Loan type > All	Top Lenders by Loan Type: There 4 are loan types: Conventional (CONV) FHA VA Other

19	State > Lender selected > Chart view	Select a lender to view their details in Chart view. The selected lender’s name should be highlighted in the charts in dark blue.

20	State > Lender selected > Chart view > Market share	If your selected Lender is not in the top 5 by Market Share, this lender will be displayed in the chart legend, along with its ranking (e.g., #11 Home Point). The Insights panel will reflect your lender.

21	State > Lender selected (outside top 15) > Chart view	If you choose a lender that isn't in the top 15, the lender will be highlighted and appear at the bottom of the chart (e.g., #20 Fairway Ind Mortgage.)

22	County > Lender selected > Chart view	When the county and lender are selected, the name of your lender will be highlighted in dark blue. The panels will show: Top 5 Lenders by Market Share Top 15 Lenders (by Production) Top 15 lenders by Mortgage type Top 15 lenders by Loan type

23	Export	You can download your solution using the export icon on the top right of your screen. The content of the Map View and the Chart View can be exported in separate files. In Map View, the content included in the file is the currently visible content in the active view. The Chart View export feature is available as a CSV file. The content included in the file is the currently visible content in the chart view. The applied filters will be included in the file name.

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