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Jordan Avery

Lic# 274118 · Evergreen Realty Group · Raleigh, NC

Last 14 Months Export Profile Add to List

Producer Tier

Top Producer

Established, team or high-efficiency solo

Side Focus

Buyer Heavy

372 buy / 184 sell

Referral Concentration

Approachable

Diversified LO network

197 buyer · 137 seller · 317 total

Listing Activity

71 Active

40 Pending

541 Sold

Overview Market Signals Transactions Originators Lenders Title Companies

Buyer Volume

$310.3M

Buyer Units

618

Avg Loan Size

$393K

Loan Officers

197

Buyer vs. Listing Side

69%

Buyer

Represented Volume / Units / Share

Buyer $310.3M / 618 Units

Seller $128.3M / 247 Units

Dual $10.0M / 20 Units

Loan Type Breakdown (Buyer)

75%

Conventional

Loan Type Volume / Units / Share

Conventional $94.9M / 221 Units

VA $15.4M / 37 Units

FHA $15.3M / 47 Units

HELOC $665K / 2 Units

USDA $348K / 1 Unit

No more asking, 'Which Agents should I focus on?'

Find the Real Estate Agents that are active in your area, and who they are working with. We'll show you how much business you're capturing, and what you're missing out on across your referral partner network.

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Total Originators

Top 3 Concentration

87.2%

Total Mortgage Volume

$4.3M

Avg Loan Size

$165K

Originators

Originators this agent has worked with and their transaction history

Export

Buyer Search by name, NMLS, or company…

Name Company Volume Units Avg Loan Size Wallet Share

DF Diane Foster NMLS: 992041 Crestline Mortgage, Inc. $2.9M 16 $181K

JR Josh Ramsey NMLS: 1583390 Crestline Mortgage, Inc. $480K 3 $160K

LH Lisa Hartman NMLS: 2114870 Allied Home Lending, Inc. $360K 3 $120K

LB Luke Bauer NMLS: 2640115 Riverbend Federal Credit Union $310K 2 $155K

CV Christopher Vance NMLS: 1330682 Brightway Mortgage, Inc. $240K 2 $120K

Rows per page 25 1 – 5 of 5

The freedom to take action & grow your business.

Build targeted lists of loan officers and real estate agents, and turn market intelligence into more than just numbers on a screen. Track conversations, send messages, and freely push data to your CRM or export to direct excel.

Yes, I want more referrals!

All people

Hickory Loan Officers

People

Search people… Filter Saved Refresh Import New Person

Name Company Name Last Activity Location Total Volume Total Units Status

Marcus Delgado NMLS #395723 Crestline Mortgage, Inc. 2h ago San Luis Obispo, CA $182.0M 228 Offer

Priya Raman NMLS #1989681 Summit One Lending Yesterday San Diego, CA $68.9M 100 Meeting set

Owen Whitfield NMLS #2492013 Crestline Mortgage, Inc. 2 days ago Sacramento, CA $94.2M 118 Contacted

Camille Soto NMLS #582907 Cardinal Home Loans 4 days ago Los Altos, CA $165.6M 137 Nurturing

Tabitha Hughes NMLS #623256 Crestline Mortgage, Inc. 1 week ago Virginia Beach, VA $2.1M 8 Prospect

Rows per page 25 1 – 25 of 30 1 2

Stay in the loop with listing alerts

Get alerted when targeted real estate agents list properties in your area. Monitor specific agents' activities, & receive notifications when properties you wrote the loan for are listed for sale.

Search by address, agent, or originator… Export Transactions Filter Transactions 2

Financed Buyer Agent Clear All

Date Property Address Home Builder Buyers Sellers Loan Amount

Feb 23, 2026 7632 Juniper Hill Rd Charlotte, NC 28227 No Builder Marcus Webb, Lena Ortiz Daniel Foss $412K

Feb 12, 2026 8924 Lakemont Bay Rd Charlotte, NC 28278 No Builder Priya Natarajan, Anil N… Swift Holdings LP $338K

Jan 23, 2026 12421 Quail Meadow Dr Charlotte, NC 28278 No Builder Thomas Ngo Robert Pratt $295K

Jan 20, 2026 947 Walnut Tree Ln Fort Mill, SC 29715 No Builder Jade Morales, Hector M… Doorstone Property Tru… $362K

Dec 4, 2025 4087 Carling Ln Fort Mill, SC 29715 No Builder Erin Vasquez Lindgren Family Trust $330K

Nov 26, 2025 5917 Calloway St Charlotte, NC 28215 No Builder Henrik Paulsen Doorstone Property Tru… $285K

Nov 26, 2025 37 Cedarbrook Dr Waynesville, NC 28785 Harbor Ridge Homes Dana Cho Harbor Ridge Homes Inc $1.04M

Nov 25, 2025 7628 Foxglove Rd Charlotte, NC 28227 No Builder Liam Tran, Mia Tran Anthony Delgado $337K

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Reveal key loan details instantly. View homeowner equity positions, interest rates, balances, property value & contact information with Borrower Insights.

Map Street View

2210 Hillcrest Vista Dr

Pasadena, CA 91103

Borrower Contact

Reveal (1 credit)

Interest Rate

5.428%

Equity

$744K

22.1% of home value

Estimated Home Value

$3.4M

87% confidence

May 15, 2026

Sale Sold

Sold price: $3.27M
List price: $3.40M
Days on market: 106
Buyer agent: Tessa Caldwell
Listing agent: Marcus Reed

May 15, 2026

Mortgage Conventional Purchase

Loan amount: $2.62M
Down payment: $655K
Loan officer: Daniel Hartley

NMLS ID 41208

Jan 29, 2026

Listing Active

List price: $3.40M
Listed: Jan 29, 2026
Listing agent: Marcus Reed

Simple, transparent pricing

Standard

Perfect for solo Loan Officers who are ready to level up

$29 /month

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Nationwide Mortgage & Real Estate data
Access to historical data (2017+)
Real Estate Agent activity alerts
Borrower Insights access
Live trainings, help desk, email support

Essential

Perfect for Branch Managers and smaller teams who want to level up

Premium

Ideal for those who are recruiting, marketing, and growing their network

$129 /month

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