Callahan & Associates is a credible specialist in credit-union performance benchmarking. Its Peer Suite centers on NCUA Call Report data, custom peer groups, board and examiner reporting, and curated dashboards. Peer+ adds branch, HMDA and geographic market views for credit unions that want a focused benchmarking workflow.
Polygon Research models both NCUA and FDIC Call Reports and connects them with mortgage origination, agency and FHA lending, borrower and community demand, MLO and county-recorder data, product and credit-box analysis, fair lending, affordability and environmental risk. Those connected insights are available through MortgageData.ai, including an AI assistant that works across the datasets.
Choose Callahan when the primary need is curated credit-union Call Report benchmarking. Choose Polygon Research when credit unions, banks and housing organizations need Call Report performance inside a broader mortgage and community intelligence environment. ACUMA previously relied on data supplied by Callahan and now uses Polygon Research data for its mortgage-data needs.
Callahan provides CU Profiles free to credit-union leaders and advertises a 30-day trial of its Premium library. Peer Suite and Peer+ are sold through subscription tiers and demonstrations; standard paid pricing is not publicly listed.
Polygon Research provides nationwide access starting at $199 per month or $166 per month billed annually. Pricing is public, customers can choose monthly or annual access, and MortgageData.ai includes a forever-free tier. The platform is browser-based and includes an AI assistant across connected mortgage, Call Report, borrower, community, property and risk data.
"Polygon Research is the gold standard for HMDA data. Their tools are easy to use, their data updates are the fastest in the industry, and their team is exceptionally resourceful. If you need clarity and speed in mortgage data, this is the team to work with."
"When I need to quickly evaluate a specific loan segment, I use Polygon Pulse. MBS Pivot’s loan-level originations data across all three agencies makes it easy to scope analysis to precise ranges—such as loans under $125,000—without friction."
"The team at Polygon Research is outstanding. Their training helped me master data wrangling and analysis, giving me the confidence to 'meet the moment' as a mortgage analyst. Highly recommended for anyone looking to level up their data game."
"HMDAVision is our premier source for HMDA data. The platform is fast, accurate, and easy to use. It’s essential for tracking lender rankings and volumes, allowing us to quickly turn raw data into actionable insights for our clients."
"HMDAVision goes beyond compliance to offer a whole new perspective on your lending activity and market impact. It’s an essential tool for any serious lender looking to turn data into a powerful narrative for both fair lending and marketing."
