Adding Contacts from Market Insights

Reduce data entry time by adding contacts from Market Insights

How does this help?

Adding contacts from Market Insights will drastically decrease the amount of time it takes to add a contact manually to your account. You'll find that time spent on data entry has significantly decreased. 

Model Match will also search for contact information and update the contact profile for you! Model Match will populate the following fields and search for additional contact information:

  • First & Last Name
  • Company Name
  • Title
  • NMLS ID
  • Location Address
  • Phone Numbers (Mobile, Personal, Work)
  • Email Address (Personal, Work)
  • Social Media Links
    • Linkedin
    • Facebook
  • Website URL

How do I search for Individuals?

1. Log in to Model Match & open Market Insights.

2. In this scenario, we will be searching for an individual using their NMLS ID. Let's type in an NMLS ID in the Search field. 

nmlsID_search

You can also search for specific individuals by name! We recommend searching with their full name. 

 

3. Since we are searching for individuals, using the suggestions shown in the dropdown menu, let's click "Search all originators with NMLS ID XXXX

NMLS_ID_Search

 

You may also click the name of the individual under the "Individual Profile" section of the Suggestion dropdown menu. You'll be directed to their individual volume report. 

 

4. Now that you have results, we can add the individual to a Requisition from the results page. You can also do this by clicking "Add to Pipeline" on their profile in Market Insights. 

Click the checkbox next to their name and click the "Add to Pipeline" button that appears at the bottom of the results panel. 

Screenshot 2022-11-14 at 9.36.31 AM

5. You may now select which Requisition you would like to import the contact to. You may also Assign, Tag, Stage, and Add Notes to this contact record. 

Screenshot 2022-11-14 at 9.37.43 AM

You're all done! You can now click "View Pipeline" to jump over to the Requisition and view the contact profile. 

 

Screenshot 2022-11-14 at 9.39.11 AM