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Filtering records

Filter People and Companies in the Model Match CRM by status, owner, location, custom fields, and deep Market Insights production data.

In this article:

  1. How filtering works
  2. The basic filters
  3. Custom field filters
  4. Deep Market Insights filters
  5. Search
  6. My contacts vs. Everyone
  7. Frequently asked questions

How filtering works

On the People and Companies pages, the Filter popover is your main tool for narrowing the table. As you add filters:

  • The Filter button shows a count badge for how many are active.
  • Each active filter appears as a removable chip beneath the toolbar, so you can see your criteria at a glance and pull any single one without rebuilding the rest.

Filters work the same whether you're browsing all records or working inside a list, and they combine — each filter you add narrows the results further.

The basic filters

The always-available facets:

  • Type: Loan Officer or Real Estate Agent (People); Company or Branch (Companies).
  • Status: pipeline stage.
  • Owner: any teammate, including a "No owner" option — handy for finding unassigned records that need routing.
  • Location: by zip, city, county, MSA, state, or region.
  • Added date and Last Activity date: when the record joined the CRM, and when your team last touched it. (Remember that background data refreshes never count as activity, so a Last Activity filter genuinely finds neglected records.)
  • NMLS ID and State License (agents).
  • Company.

A filter combo worth memorizing: Owner = No owner plus an old Added date finds records that entered the CRM but never got assigned — the leads most likely to be slipping through the cracks. Add Last Activity to catch assigned-but-untouched records too.

Custom field filters

Every custom field automatically becomes a filter facet, with a control that matches the field's type: a date field filters by date range, a select field by its options, a checkbox by yes/no, and so on.

This is half the value of a well-designed custom field — the moment your team starts scoring "Fit rating" or tracking "Comp expectation," those become dimensions you can slice the whole table by.

Deep Market Insights filters

Here's where Model Match filtering goes beyond any ordinary CRM: you can filter records by production data from Market Insights.

To unlock the deep filters, first pick a single Type (just Loan Officers, just Agents, just Companies, or just Branches). The production facets differ by type, so the CRM needs to know which one you're slicing.

Common to all: a production window (3, 6, 12, 14, 18, or 24 months) that scopes the numbers, plus volume and units filters.

By type:

  • Loan Officers: volume and units, average loan amount, market share, loan type, transaction type, and time at company.
  • Real Estate Agents: sale-side, buyer-side, and seller-side units, plus how many LOs they've worked with.
  • Companies and Branches: team size, current LO and branch counts, LOs gained or lost, company type, and last transaction recency.

When deep filters are active, the volume and units shown in the table match your chosen window. Filter LOs to the last 6 months and the numbers you're ranking by are 6-month numbers — so what you see is what you filtered.

These filters only bite on linked records, since manual records have no production data.

A worked example: Loan Officers, within 50 miles of Charlotte, 12-month volume over $20M, more than 3 years at their current company — a call list of proven producers who may be settled enough to be worth a patient, relationship-first approach. Or flip time-at-company low to find producers who move.

Search

The search box above the table searches your records server-side as you type. Search and filters work together: search for a name within an already-filtered view to pinpoint one record among your matches.

My contacts vs. Everyone

When browsing all People or Companies, two tabs sit above the table:

  • My contacts: records where you're the Owner.
  • Everyone: all records you can see.

This is the fastest ownership filter there is — one click between "my book" and "the whole board." Remember ownership is a working assignment, not visibility; the Everyone tab still only shows records you have access to. 

Frequently asked questions

Why don't I see the production filters?
Deep Market Insights filters appear after you've filtered to a single Type. Pick Loan Officers, Agents, Companies, or Branches first.

Why does a record show no volume even though I filtered by volume?
It's likely a manual (unlinked) record, which has no production data, or a recently linked record awaiting its first refresh. 

Do filters persist when I leave the page?
Your sorting persists per browser. For filter setups you'll want again, save them — that's what Saved Views are for, covered in the next article of this series.

Can I filter by tag?
Tags are list-scoped, so tag-based slicing happens within the context of a list. For cross-workspace categorization you can filter on, use an object-scoped custom field instead. 

Is there a way to reuse a complex filter setup?
Yes — Saved Views bundle filters, columns, and sorting under a name you can reapply and share. Covered next in this series.