Reduce data entry time by adding contacts from Market Insights
What's in this article?
1. Searching for Loan Originators by NMLS ID
2. Searching for Agents by Name
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 (Mortgage)
- Location Address
- Phone Numbers (Mobile, Personal, Work)
- Email Address (Personal, Work)
- Social Media Links
- Website URL
How do I search for Loan Originators (NMLS ID)
In this scenario, we will be searching for a Loan Originator using their NMLS ID.
🛑 The following steps require you to have access to our NMLS Data in Market Insights. Don't have access yet? Contact us at support@modelmatch.com to learn how you can gain access and start sourcing Loan Originators. 🛑
1. Log in to Model Match & open Market Insights.
2. Now let's type in their NMLS ID into the Search field.
💭 Pro-Tip: You can also search for specific individuals by name! We recommend searching with their full name for better results.
3. From the Loan Originator Profile, let's click "Add to Pipeline".
4. You may now select which Pipeline you would like to import the contact to. You may also Assign, Tag, Stage, and Add Notes to this contact record.
💭 Pro-Tip: Have a large amount of Pipelines? Start typing the name of your target Pipeline into the "Pipelines" field to narrow down your selections..
How do I search for Real Estate Agents
In this scenario, we will be searching for a Real Estate agent using their full name.
🛑 The following steps require you to have access to our Real Estate data in Market Insights. No access? Contact us at support@modelmatch.com to learn how you can gain access and start sourcing Loan Originators. 🛑
1. Log in to Model Match & open Market Insights.
2. Using the Search field, let's type in the full name of the agent that we are searching for and select their name from the Results dropdown.
3. From the Agent Profile, let's click "Add to Pipeline".
4. You may now select which Pipeline you would like to import the contact to. You may also Assign, Tag, Stage, and Add Notes to this contact record.
