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
- NMLS ID
- Location Address
- Phone Numbers (Mobile, Personal, Work)
- Email Address (Personal, Work)
- Social Media Links
- Website URL
How do I search for Individuals?
1. Click the "Search for Individuals" button at the top of map.
2. In the "Find" search bar, type in the First and Last Name or NMLS ID (recommended) of the contact you want to add to your pipeline.
3. You'll see the results of your search populate on the left side of the map. To view the volume report of an individual simply click on the person from the list of results or click the "..." icon and click "View Details".
In this example, we want to add this contact to an existing Requisition or Pipeline on our account. Let's click the "Checkbox" next to their name and click "Add to Pipeline" at the bottom of the results table.
4. We will now select the Requisition (Pipeline) we want to add the contact to, assign to a team member or add any tags we may need to. Once we are all set, let's click "Add to Pipeline". Once added, you'll receive an email confirmation that your new contact has been added!