Deal Mix takes your funded book and slices it eight different ways, so you can see what kind of business you actually write, not just how much of it.
When You'd Use This
Volume and deal count tell you how big your book is. Mix tells you what it's made of. Two brokers funding the same volume can have very different businesses underneath: one built on purchases with a handful of prime lenders, the other a heavier alternative-lending renewal book. Check Mix when you want to know whether that shape is drifting.
Choosing a Breakdown
Go to Business, select the Performance view, then the Deal Mix tab. Set your window with the period picker, then choose what to break down by: Deal Type, Borrower Type, Lender Class, Insured, Rate Type, Term, Province, or Occupancy. Every axis covers the same funded deals; only the grouping changes.
Reading the Donut and the Table
The donut shows funded volume split across the segments of your chosen axis. The table beside it breaks each segment down further: deal count, volume, revenue, average deal size, and share of total volume. A totals row at the bottom gives you the whole window's numbers to check the segments against.
Deal Type, Lender Class, Insured, Rate Type, Term, Province, and Occupancy are true partitions: every funded deal lands in exactly one segment, so deal counts and volume shares add up to the book's totals. Borrower Type is the one exception, covered next.
Why Borrower Types Add Up to More Than Your Deals
Switch the breakdown to Borrower Type and the deal counts across segments will often add up to more than your total funded deals for the window. That's not a bug. A deal can have multiple co-applicants, and each one carries their own borrower type: a purchase with a first-time buyer alongside a co-signer who already owns property touches both segments. BrokerPlus counts a deal once in every type it carries, so each row is how much of your book touched that type, not a slice of a whole.
Volume still adds up correctly against the book's true total, since that total is calculated separately rather than by summing the segments. It's only the deal counts and share percentages on this one axis that read as penetration rather than partition.
Mix Over Time
Below the donut and table, the Mix Over Time chart stacks the same segments by month, so you can watch the shape drift rather than see a single snapshot. A rising share of alternative lender volume, or a growing tilt toward renewals over purchases, shows up here before it becomes a problem elsewhere. Hover any month's bar for the exact volume behind each segment.
What to Watch Out For
- Mix is funded-only. A deal still moving through your pipeline doesn't appear here at all; see Read Your Pipeline Health for the flow side of the book.
- Changing the axis changes the table's columns and the donut's segments, but the period picker stays put, so you're comparing the same window across different cuts.
- On Borrower Type, don't read a segment's percentage as "share of my deals." Read it as "share of my funded volume that touched this type," which is a different and equally useful fact.
What to Do Next
- Build a Production Crosstab to cross two of these dimensions at once, rather than one axis at a time.
- Read Your Business Performance to see how this mix sits inside your finances and your goals.
- When a Figure Looks Wrong walks through the usual reasons a number here doesn't match what you expected.