The personalised customer portal DMPM provides investors with clear insights into mortgage portfolios

Dutch Mortgage Portfolio Management (DMPM) provides its investors with clear insights into their mortgage portfolio. 'The existing client portal, which was offered through a third party, was a generic standard dashboard solution and generated general reports,' says Thomas Wouters, Business Development Manager BI at Anchr.

From the commitment to always provide its clients with the best insights, DMPM increasingly felt the need to evolve towards a more qualitative portal underpinned by data science. 'More than just dashboarding, it had to enable the creation of PDF documents, allow for predictions to be made, and above all, it had to be customizable. DMPM wanted to determine its own look and feel and user experience and have ownership in its own hands.'

The portal at DMPM has been set up via an R Shiny application that runs on the Azure App Service. With R Shiny, the overall navigation and user experience were established, making it possible to download data and reports. Power BI was then used to develop the dashboarding, entirely in DMPM’s house style. The dashboards were made accessible in the shiny application.   

‘The portal works with plumber APIs for the creation of, among other things, PDF reports and embedded Power BI reports,’ says Joran De Wilde, Data Scientist at Anchr. ‘R Shiny is primarily a dashboarding tool, often compared to Power BI or Tableau. But it is much more than that. R Shiny can be used for dashboards, data science applications, simple web applications, and customer portals.’   

‘This new customer portal ensures that DMPM’s investors gain better insight into their mortgage portfolios through interactive dashboards, with the possibility of expanding this in the future with more advanced data analyses, including algorithms. As a result, DMPM can create more value for its clients,’ says Thomas Wouters. 

Dutch Mortgage Portfolio Management (DMPM) is the portfolio manager for Dutch residential mortgages. DMPM is a 100% subsidiary of Blauwtrust Groep and provides investors with a single point of contact for the wide range of services offered by the various entities in the group.   

DMPM serves investors by offering a comprehensive range of mortgage labels and investment solutions that enable investors to efficiently achieve their investment objectives.  

DMPM enables investors to invest in mortgage loans by providing all services in the mortgage value chain, from distribution to origination (including legal permits) and from credit assessment to high-quality reporting and portfolio valuation.  

Photo: property of DMPM  

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