Getting Started with Market Insights

Market Insights allows you to identify Loan Originators, Branches, Companies and Real Estate Agents nationwide. Additionally, you can view Loan Officer and Realtor relationships, push individuals into your pipelines and grab contact information.

 

What's in this article

1. Searching in Market Insights 🔎
   1. Using the Suggestion menu ❓
   2. Searching Mortgage (Individuals, Branches or Companies) 
   1. Searching for Real Estate Agents
   2. Check out the new Search in Market Insights!
2. View Loan Officer and Agent relationships (buying and listing)🤝
3. Viewing Loan Officer & Agent Transaction Details
4. Using Filters to narrow your search results🧪
5. Search by State 🇺🇸
6. Search by County 🔎
7. Adding Agents & Loan Originators to your pipelines➕
8. Managing your Market Insights Settings ⚙️

New Search Beta

1. Activating the new Search features

2. Using Categories

3. Using Keywords

Searching in Market Insights

Depending on your permissions level, you're able to search for Originators (mortgage), Mortgage Branches and Companies and Real Estate Agents in Market Insights. 

The "Searching for" button at the top of Market Insights, allows you to quickly jump between each of those categories. 

For instance, if want to search for mortgage branches in an area, we would want to select "Branches" from the dropdown list. Additionally, if we wanted to view a list of all companies that are headquartered in a specific area, we would want to select "Companies". 

 

Using the Suggestion menu

The Suggestion menu is your guide to searching in Market Insights! Model Match will provide you suggestions based on what you type into the search bar. Let's take a closer look at how it works...

Suggestion Categories 

The Suggestion menu is made up of categories that we will use to help organize search suggestions and help move you along faster.

As you can see, we will group matches based on Companies, Leads (people), Agents, Locations, or overall Suggestions. To jump to a category, simply click on the category name!

As you can see below, we just typed in Denver with the intent of searching for individuals in Denver, CO. Model Match matched your input on the search bar to companies, names (leads, agents) and location.

 

Searching for Mortgage Originators, Branches or Companies

Let's take a look to see how we can search for Originators in Market Insights. We are going to approach this using real world scenarios. Below, you'll find a series of questions and the steps taken to locate matching results. 

Scenarios: 

1. How do I find originators in a specific city? Like, Irvine in California? 

2. How do I search for a specific person using their Name or NMLS ID?

3. How do I view all branches (teams) in a city like "Denver, CO?

4. How do I search for a specific company like "ACME Home Loans"?

 

 

How do I find originators in a specific city? Like, Irvine in California? 

1. Since we know we want to search a location, let's type in "Irvine, CA" to the search bar. 

2. Since we were a bit more specific this time, Model Match found an exact match and brought it to the top of the Suggestion menu. Let's click "Irvine, California, United States" to view the list of all originators that are in Irvine, California. 

How do I search for a specific person using their Name or NMLS ID?

1. This is super easy! Simply type in the name of the person directly into the Search bar. In this example, we will click on "Leads" to help narrow up the results. 

2. Once we've located the individual that we are looking for click on their name in the Suggestion menu to open their profile. 

3. Alternatively, we can type in the NMLS ID of an individual we are searching for. 

How do I view all branches (teams) in a city like "Denver, CO?"

Just as you search for individuals in Market Insights, you can also search for Branches in a specific area like City, County or State.  

1. Click the "Searching for" button at the top of the results panel and select "Branches" from the dropdown list. 

2. Perfect! Now let's use the Search bar to type in the area that we are focused on. In this case, we want to search for branches in Denver, CO.

We will then select "Denver, Colorado, United States" from the suggestion dropdown to run the search. 

 

How do I search for a specific company like "ACME Home Loans"?

1. Using the Search bar let's simply type in the name of the company that we are looking to view. 

2. To view the Company Profile we will simply click the matching company name from the Suggestion menu. 

 

Searching for Real Estate Agents

Let's take a look to see how we can search for Real Estate Agents in Market Insights. We are going to approach this using real world scenarios. Below, you'll find a series of scenarios and the steps taken to locate matching results. 

Scenarios: 

1. How do I search for all agents in a specific market like San Clemente, CA?

2. I want to view Agents that represent buyers in my market.

How do I search for all agents in a specific market like San Clemente, CA?

1. Let's click "Searching for" at the top of Market Insights and select "All Agents".

2. Now let's use the Search bar to type in the area that we are focused on. In this case, we want to search for branches in San Clemente, CA.

We will then select "San Clemente, California, United States" from the suggestion dropdown to run the search. 

 

I want to view Agents that represent buyers in my market.

1. Let's click the "Searching for" option at the top of Market Insights and select "Buyer Agents". 

This search will show all agents who appear as have represented the buyer on sold real estate transactions. 

2. Now that we have "Buyer Agents" selected, let's type in the market (city/state or state) into the Search bar to view results 

View Loan Officer and Agent relationships

Whether you're viewing an Originator or an Agent in Market Insights, there are a number of ways for you to view the Originators or Agents they conduct business with. You're able to view those relationships on both the Buying and Listing side of every transactions.

In this example, we will be searching for Originators in our market (San Clemente, CA) and taking a look at how we can view the Agents an Originator is conducting business with. 

 

1. Viewing Relationships from search results

2. Viewing Relationships from a profile

 

Viewing Relationships from search results

1. If we do not already have "Searching for Loan Originators" selected, let's make sure to do that by clicking the "Searching For" button at the top of Market Insights. 

2. Now, let's search in a market so we can get some results. In this example, we are going to search "Irvine, CA" so we can view all Originators in that market. 

3. Great! You should now see results in the results panel below. To view an originator's Realtor Relationships, let's click the View More menu by clicking the icon in the upper right corner of their profile card. 

4. Model Match will now display each Agent that this Originator worked with on the Buyer side of their transactions. Additionally, you can view each agent on the Listing side of those transactions. 

 

Viewing Relationships from a Originator's Profile

Now, let's take a look at how we can view Agent Relationships from an Originator's profile in Market Insights. 

1. Let's open an Originator's profile in Market Insights by clicking "View Details" on the Individual card in our search results. 

2. On the Ordinator's profile, let's find the "Agents" chart. This chart will show you all of the agents that this Originator has worked with. Let's click the "Options" button and select "Buyer Agents". 

 

Viewing Agent and Loan Officer Transaction Details

You can view transaction details on both Loan Officer and Agent Volume reports. The transaction detail table will show all available transactions during the date range that is selected. 

1. Filtering the Transaction Details table 

2. Searching the Transaction Details table

 

How do I filter the Transaction Details table

To filter the Transaction Details table simply right click on the column over the item you wish to filter by and select "Filter by..." to add the filter to the table. 

For instance, let's take a look at how we can filter by "Title Company" to view all transactions that display that Title company. 

1. Hover over the Title Company that is located under the Title Company column that you want to filter. Right click and select "Filter by Title Company". 

2. Additionally, we may want to filter by City to view all transactions within a specific city. 

 

How do I search the Transaction Details table

You can search the Transaction Details table using the Search bar located at the top of the table.

For instance, we may want to search for all transactions with a specific Title company. We can type in the Title company to search bar to view those transactions. 

Using Filters to narrow your search results

There are various filters that you can use to narrow down your search results. We will take a look at how you can apply the most commonly used filters below. 

1. Loan Types

2. Transaction Types

3. Company Category

4. Total Volume Range 

5. Remove Duplicates

Loan Types

The Loan Type filter allows you to filter your search results based on the percentage of types of loans they have originated in the last 12 months. 

1. Let's run a search to gather results. In this example, we will run a search for all originators in California. 

2. Now that we have results, let's click "Add Filter" to view our filters and select "Loan Types"

3. You're able to select a single Loan Type or make multiple selections to "stack" filters. In this example, let's find "Conventional" from the list of Loan Types. To select a Loan Type, click the checkbox and then click it once more to set a percentage range.

Once you're ready, click "Apply" to apply the filter to your search results. 

Transaction Types

The Transaction Type filter allows you to filter your search results based on the percentage of transactions they have originated in the last 12 months. 

1. Let's run a search to gather results. In this example, we will run a search for all originators in California. 

2. Now that we have results, let's click "Add Filter" to view our filters and select "Transaction Types"

3. You're able to select a single Loan Type or make multiple selections to "stack" filters. In this example, let's find "Conventional" from the list of Loan Types. To select a Loan Type, click the checkbox and then click it once more to set a percentage range.

Once you're ready, click "Apply" to apply the filter to your search results. 

Company Category

The Company Category filter will allow you to filter contacts that are working for a Bank or a non-bank. For instance, you may want to view all originators within Denver, CO that do not work for a bank. 

1. Let's run a search to gather results. In this example, we will run a search for all originators in Denver, CO

2. Now that we have results, let's click "Add Filter" and select "Company Category". 

You'll notice you have two options: "Banks & Credit Unions" or "Not Banks & Credit Unions". 

In this example, we are selecting "Not Banks & Credit Unions" as we want to remove originators who work for a Bank or Credit Union from our results list. 

Total Volume Range

The Total Volume filter will allow you to filter contacts that have originated between your selected range in the last 12 months.

1. Let's run a search to gather results. In this example, we will run a search for all originators in San Clemente, CA

2. Now that we have results let's add the Total Volume filter to apply a volume range to our results. Click "Add Filter" and select "Volume". 

3. You'll able to interact with the slider to select your Minimum and Maximum volume. Additionally, you can type in the minimum and maximum number as a range into the "Specify a range" field. 

Remove Duplicates from Search Results

The "No Duplicates" filter will remove all search results that are marked as Duplicates from your Search Results. This is the perfect filter to use if you're looking to generate a list of results that have not yet been sourced to a pipeline on your account. 

1. Once you have results showing in Market Insights, let's click "Add Filter".

2. Scroll down and locate the "No Duplicates" filter. Let's click on it to apply it to our search. 

Searching by State

You are able to search for both Originators and Real Estate agents by State. You're able to also search by multiple States in a single search. Let's take a look at how we can accomplish this type of search in Market Insights. 

• Search in a single State (Search Bar)
• Search by State (Map)
• Search multiple States using the Map
• Search multiple States using the "Location" filter

Searching in a single State

1. Let's open Market Insights and set the type of search that we are looking to conduct - "Loan Originators", "Agents", "Branches" or "Companies" using the "Searching for" button at the top of the results panel. 

2. No matter which option we select, we can simply type in the State name into the Search bar. For instance, if we want to search the state of North Carolina, let's type "North Carolina" into the Search bar. 

 

Search by State (Map)

Beyond using the Search bar to search for a State you may also interact with the map to select specific States that you'd like to search within. 

1. Let's click "Layers" on the map and select "State Borders". 

2. Using the Map, hover over the State you'd like to search in and click it. You can continue to select additional states to add them to your search results. 

 

Adding additional States to our Search results (Map)

Now that we have results in North Carolina, you may want to add additional States to your search results. For instance, we may want to add "South Carolina" to our results. 

3. Let's interact with the Map to include the second State ("South Carolina). Simply hover your mouse over South Carolina and click it. Market Insights will automatically run a new search and pull in results in South Carolina or the selected State. 

Adding additional States to our Search results (Filter)

 We can also add additional locations to our results by using the "Location" filter in the "Add Filter" options. 

1. Once we have a State selected and results are showing, let's add "South Carolina" using the "Add Filter" options. Click "Add Filter" and select "Location". 

2. In the "Locations" field, let's type in "South Carolina" and select the matching result that is shown. 

Search by County

Just as we can search by State, we can also search by County. You're able to also search by multiple Counties in a single search. Let's take a look at how we can accomplish this type of search in Market Insights. 

 

Using the Map to search by County

1. Let's open Market Insights and set the type of search that we are looking to conduct - "Loan Originators", "Agents", "Branches" or "Companies" using the "Searching for" button at the top of the results panel. 

2. No matter which option we select, let's now click "Layers" at the bottom left of the map and select "County Borders"

3. You'll notice the map will update and display every county. We can click within these areas to select the County we wish to target. 

 

Adding Agents & Loan Originators to your Pipelines

You may be surprised to learn just how easy it is to add Agents or Originators you're sourcing in Market Insights to your existing Pipelines in Model Match. 

1. Selecting a single Agent or Loan Originator from results 

2. Selecting Agents or Loan Originators in bulk (by page)

3.  Adding Agents or Loan Originators to a pipeline from the results list

Selecting a single Agent or Originator from results

1. Run a search in Market Insights and populate some results. 

2. Now that you have results populated, let's find a contact that we would like to add to a Pipeline. Let's hover over their name and click the checkbox. 

 

Selecting Agents or Loan Originators in bulk

Additionally, you are able to select entire groups of Agents or Originators at a time (up to 1000). Let's take a closer look at how we can accomplish this. 

1. Let's run a search in Market Insights and gather results. 

 

2. Now that we have results, we can start selecting groups of individuals. Market Insights will load 75 results at a time. Let's hover over the checkbox at the top of the results page and check out how we can select groups of results. 

You'll see that you have three different options for selecting groups of results: 

1. First 250 

2. First 500 

3. First 1000 

To select the First 75 results, simply click the checkbox to select the entire first page. 

 

Adding an Agent or Loan Originator to a pipeline from your search results

Once you have selected individuals from the search results you're able to add those individuals to a Pipeline. 

1. With individuals selected, let's click "Add to Pipeline" on the popover at the bottom of the results panel. 

2. On the "Add to Pipeline" popup, let's select a Pipeline from the dropdown. Additionally, we can select the "Stage" our individuals will be placed in, we can tag them and we can assign them to a team member. We can also add any notes that we want to appear on each contact. 

3. Once you're all set, let's click "Add to Pipeline". You may also add an individual to a Pipeline by clicking "Add to Pipeline" on their individual profile. 

Managing your Market Insights Settings

The Settings page in Market Insights allows you to control everything from email notifications, to the look and feel of Market Insights. Let's talk a quick walk-through the various settings you have available to you and talk a bit about what they do. 

1. Notifications 

2. Table Settings (Results View)

a. Columns 

b. Layout 

c. Filters

d. Endless Scroll

3. Map Settings

4. Search & Filter Behavior 

5. Pipeline Settings

 

1. To access your Settings let's click on "Settings" at the top of Market Insights. 

Notifications

This section allows you to select when you want to receive email notifications when individuals are added to Pipelines. 

Notify me about Pipeline Imports

Toggle this option ON if you want to receive  any notifications regarding imports from Market Insights. This option is required if you wish to receive any of the following notifications via email:

Notify me when Imports Complete

Toggle this option ON if you would like to receive an email notification when groups of individuals that you've added to Pipelines from Market Insights have been completed and are available. 

Notify me when teammates import

Toggle this option ON if you would like to receive an email notification when groups of individuals that other teammates have added to Pipelines that you're assigned to have been completed and are available. 

 

Table Settings (Results View)

This section allows you to customize the look and feel of Market Insights to match your workflow. 

Columns

This setting allows to select which Columns are displayed by default in the results panel. For instance, you may not use the Address column on every search. This setting will allow you turn off this column by default.

Keep in mind, you can always change this setting in the future, or make a column visible on individual searches using the Settings in Market Insights. When a column is turned "Off" a line will cross through the icon. 

Layout

Here is where you the Results panel is displayed on the page. For instance, you may work better with the results panel on the right side of the page versus the default, left side of the page.

Filters

This is where you are able to decide which Filters are pinned to the top of your results panel. For instance, you may find that you typically search for individuals by their Name or NMLS ID. Instead of typing in their NMLS ID or Name into the Search field, you can pin this Filters to the top of the results panel. 

Pinned Filters will appear at the top of the results page.

Data View

Rather view results in a List Style than Card Style? Here is where you can change that. Click "Change Table View" and simply select which view you'd rather be shown and we will display results in this style  on each search.

 

Endless Scroll (ON or OFF)

Turning this setting OFF will display results in Market Insights by individual pages. Turning this setting ON will allow you to simply scroll the list of results and load additional results. 

 

Endless Scroll Turned ON

Endless Scroll Turned OFF

Map Settings

These options allow you to customize different interactions with the Map in Market Insights. 

Cluster Pins

If this option is toggled ON, Market Insights will cluster results that are near each other. This can look a bit better when searching largely populated areas. Clicking on a Cluster will zoom you in closer to those individual results. 

Cluster Pins turned ON

Cluster Pins turned OFF

 

 

Animate Map Movements

Animations are pretty cool! But they aren't always needed. Turn this OFF to increase performance on slower internet connections or older machines.

Map Style

More of a dark-mode type of person? We get it. Select from Bright, Default (Google Maps style) or Dark Mode. 

Default Map Position 

Decide the area that Market Insights will focus on when you first open it. 

Search & Filter Behavior

Search Immediately After Filter

This setting allows you to control if Market Insights will automatically search for results when a filter is applied.

When turned OFF and a filter is applied, Market Insights will not automatically run the search of results and instead, wait for you to click the "Search" button. This can be useful if you'd like to apply filters first and then run your search. 

When turned ON, Market Insights will run the search each time a filter is applied providing you a more responsive and "real-time" search experience. 

Pipeline Settings

Allow Duplicate Imports (Located in Company Settings)

Located in Company Settings, this option will allow you to specify which teammates on your account are able to import duplicate contacts from Market Insights. If turned ON, those teammates will be able to "override" the duplicate warning in Market Insights.

Highest Duplicate Stage

This option allows you to specify when a contact can be added to a Pipeline even if they are already on the account using the "Stage" of the existing contact.

For instance, if "Meeting" is selected, the contact that already exists on the account must be in the "Prospects" or "Candidates" stage. If the existing contact is in the Meeting, Offers or Hires stage, the user will not be able to import the contact as a duplicate.

 

New Search Beta

1. Activating the new Search features

2. Using Categories

3. Using Keywords

 

Activate the New Search Features

While in Beta you can access the new Search features inside of Market Insights. 

1. With Market Insights open let's click "Try our new search" at the top of the results panel. 

 

Using Categories

Categories help you narrow down your search results. You can find Categories on the left side of the suggestion dropdown after clicking the global search bar. These Categories are there to assist you in refining your search and finding the results you need.

Let's take a look at a few examples of using Categories. 

1. Searching for a Real Estate Agent by name

2. Searching by location like City, State or County name

3. Search by NMLS ID or Originator name

 

Searching for a Real Estate Agent by Name

1. Click the Search bar and then click the "Agents" category. This will ensure that we are viewing the most relevant results first. 

2. Now that we have the category selected, let's type the name of the Agent that we are searching for into the Search bar and select the matching result. 

Search by location like City, State, County name

1. Since we are searching by location let's click the Search bar and then click the "Locations" category. 

2. Now, let's type in the location into the Search field. 

 

Search Originators by name or NMLS ID

1. Let's open the Search menu and click the "Originators" category.

2. Now let's type in an NMLS ID into the Search bar. 

Using Keywords

1. Available Keywords

2. Using Keywords to search for a person in or around a specific area

3. Other Keyword search examples

 

By including specific keywords in your search, you can effectively narrow down your results. For example, if you're looking for real estate agents in Charlotte, NC, simply type "Real Estate Agents in Charlotte, NC" to streamline your search. When we detect a keyword in your search it will become highlighted

Here are a list of various keywords that you can use when searching. 

Using Keywords when searching by name

When searching for an agent by name, use location keywords such as "in" or "near" along with the city, state, or county for more precise results.

Let's check out how it works. 

1. To search for an agent, enter their name in the search bar, followed by "in" and the specific location, for example, "Washington."

 

Keyword search examples

Search for all agents at a specific real estate company or office

Let's type "agents at" and then the name of a real estate company into the search field. 

Search for all Branch Managers in a county

Let's type in "Branch Mangers in" and then the county name and state like "Catawba County, NC"

Search for all Agents at a specific company near a city.

Let's type in "Agents near" followed by a city and then followed by "at" and a specific company.