Learn how to use transaction details to get borrower details such as contact information, interest rate, equity insights and loan terms from your previous transactions.
💡Bear with us as Borrower Insights is currently in beta. While the foundation is strong, your feedback will make it even better!
What's in this guide?
- What are Borrower Details?
- How do I request Borrower Details?
- How are they delivered?
- What fields are provided?
What are Borrower Details?
Borrower Details provide you with the ability to get details about your previous borrowers. Get access to details such as phone numbers, email address, interest rate, loan terms, equity and more.
How do I request Borrower Details?
1. Open a volume report in Market Insights. You can read more about searching for a volume report via an NMLS ID or Name in this article.
2. On a volume report, click the "Transactions" tab at the top of the volume report view transaction details associated with this NMLS ID.
💡 Use the "Borrower Status" filter to narrow your list down to transactions where the borrower still owns the home. Additionally, use Volume Report Filters to narrow down your list of transactions that you want to get borrower insights for.
3. Click the "Get Borrower Details" button in the top right corner of the transaction table.
4. All transactions in the table will be selected. Review and uncheck any properties on the Order Summary page, and agree to the Terms of Use.
5. When you're ready, click "Place order"
How are Borrower Insights delivered?
Today, Borrower Insights are delivered to you via a CSV file like transaction exports. A single file will be delivered to you within 24 to 48 hours after your order has been placed, and payment has been received.
How do I make the payment?
If a payment method is on file, we’ll use this method to collect the total fee, and email you a receipt. If you do not have a payment method on file, you’ll receive a payment request from our team and will need to complete payment. Once payment has been received, our team will promptly deliver your results.
What fields are provided?
The following fields are provided:
- Address Status Check
- Street Address
- City
- State
- Zip Code
- Lender Name
- Interest Rate
- Loan Amount
- Loan Type
- Sale Date
- Loan Term (months)
- Owner Details
- Phone Number
- Email Address
- Date Last Valuated
- Estimated Balance
- Equity Percent
- Estimated Value
- Loan To Value
- Price Range Max
- Price Range Min
✋We strive to provide data for all the fields listed above. However, in some circumstances, availability may vary.