alignIQ, LLC

Align-IQ & Jedox: Mortgage Banking CPM

  • Actively manage mortgage banking profitability, liquidity, and capacity
  • Leverage the fast, flexible, easy-to-use Jedox CPM & BI platform with 2,500+ customers worldwide
  • Easily integrate data sources, use driver-based forecasting, and report flexibly through the web, Excel, or mobile device

Our expertise


  • 20+ years mortgage market experience with forecasting, reporting and analysis 
  • Mortgage banking CFO/treasurer experience managing liquidity ($8B origination & $15B servicing)
  • Finance, data & IT transformation experience leading strategic initiatives that leveraged multiple data warehouse, LOS, ERP, CPM and BI platforms
  • Flexible delivery approach focused on accelerating business impact with high returns on investment


  • Increased collaboration across the organization through integrated financial & operational planning
  • Self-service data integration from multiple source systems, such as ERP, CRM, and BI tools with minimal IT involvement
  • "What-if" and scenario modeling
  • Easy to use, attractive user interface
  • Enhance existing Excel-based solutions
  • Unified access via web, mobile and desktop