Looking up Loan Officer Volume with Model Match

In today's competitive mortgage industry, finding and recruiting top-performing loan officers is essential for growth. But how do you identify the right talent efficiently? Model Match's Market Insights tool offers a powerful solution for mortgage companies looking to streamline their recruiting efforts. Let's explore how this data-driven approach can transform your recruitment strategy.

Understanding Market Insights: Your Recruitment Intelligence Platform

Market Insights provides comprehensive data on loan officers, mortgage companies, branches, and even real estate agents across the country. This intelligence allows you to not only find potential recruits but also understand market trends, track competitor movements, and identify growth opportunities.The tool's power lies in its ability to filter through vast amounts of mortgage data to help you identify loan officers who align with your specific recruitment criteria.

Creating Targeted Recruitment Lists in 3 Simple Steps

Step 1: Define your criteria profile

Start by navigating to Market Insights in your Model Match account. Select "Loan Originators" from the viewing options to focus on individual producers.

You can conduct a nationwide search or filter by specific locations.

By default, results are sorted by volume, giving you immediate visibility into the highest producers first.

This allows you to quickly assess the marketplace before applying more specific filters.

Step 2: Apply deeper filters to narrow the crowd

The true power of Market Insights comes from its extensive filtering capabilities. You can narrow your search based on:

• Production Volume: Set minimum thresholds (e.g., over $14 million in the last 14 months)
• Professional Title: Focus specifically on loan originators, branch managers, etc.
• Loan Types: Find originators who specialize in conventional, FHA, VA, or other loan products
• Company Affiliation: Include or exclude specific companies from your search
• Transaction Types: Identify purchase-heavy originators (e.g., >51% purchase business)
• Geographic Location: Target specific states, counties, or zip codes
• Company Category: Filter by non-depository lenders, banks, credit unions, etc.

Each filter you apply instantly updates your results, allowing you to fine-tune your search until you have a manageable list of qualified prospects.

Step 3: Save your search, and always have access to new prospects

Once you've created a valuable search profile, save it for future use by selecting "Save Current View." This allows you to quickly access the same criteria without rebuilding your filters each time.To begin your recruitment efforts, select individual loan officers or groups from your results and add them to your pipeline.

If you don't have an existing pipeline, you can create one directly during this process.The system automatically captures contact information and organizes prospects for follow-up. You can assign prospects to specific team members, add tags for further organization, and collaborate with your recruitment team—all within one platform.

Maximizing your ROI

The Market Insights tool transforms recruitment from a guessing game into a strategic, data-driven process. With accurate information about loan officer production, specialties, and market position, you can:

1. Focus on candidates who truly meet your minimum production requirements
2. Identify loan officers who specialize in your company's key loan products
3. Target producers in specific markets where you want to expand
4. Track your entire recruitment process from identification to hiring

By leveraging loan officer production data and market intelligence, you can make informed decisions about who to recruit and why they would be valuable additions to your team.

Beyond access to just data

While identifying the right candidates is crucial, successful recruitment requires following through with effective outreach. The pipeline functionality allows you to:

• Document all interactions with prospects
• Schedule follow-up activities
• Share notes with team members
• Track conversion rates through your recruitment funnel

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By combining powerful market data with organized recruitment processes, mortgage companies can significantly improve their ability to attract and hire top-performing loan officers in today's competitive landscape.Ready to transform your loan officer recruitment strategy? Market intelligence tools like Model Match provide the data you need to find, engage, and recruit the talent that will drive your business forward.

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