Mastering Peer Analysis
Learn how to analyze peer data, identify performance gaps, and build actionable improvement strategies using HMDA data.
About this course
What the course covers
This course teaches mortgage professionals how to use peer benchmarking to evaluate competitive position, define relevant peer groups, interpret performance gaps, and turn HMDA data into practical strategy.
6 lessons 5 exercises 1 case study
Course lessons
- Introduction
- Understanding Peer Benchmarking in Mortgage Lending
- Defining Peer Groups
- Defining Your Competitive Landscape
- Modern Tools for Peer Analysis
- How to Interpret Peer Findings
- Building Lender Profiles
- Summary
- Case Study: Citadel Federal Credit Union
Hands-on exercises with HMDAVision
- Introduction to Hands-on Exercises
- Peer Selector
- Refining with Geographic Filters
- Peer Analysis Sheet — Market-Wide Comparison
- Hand-Picking Custom Peers
- Parity Table Analysis