Quick Links

1. Top 100 purchase-heavy producers by Market.

2. Producing Branch Managers by Market.

3. Top producers who are employed by a competitor.

4. Search for individuals by first & last Name, or NMLS ID.

5. Search for top producing teams by market.

 

1. Top 100 purchase-heavy by market.

Whether we are sourcing for the first time in a market, or we want to provide our team with the best talent we can quickly locate the top producers in any market, add them to a Requisition, access their contact information, and assign them to a team member. Let's dive in! 

In this scenario, we will be searching for Top Producers in a specific city but you can replicate this search by State or County using the State or County search options. We recommend reading more about State searches here and County searches here

More of a visual learner? Watch the video here

1. Log in to your Model Match account. 

2. Open Market Insights. By default, Search for Individuals will be toggled on but it doesn't hurt to confirm.  

3. In the "Near" field let's type in a City and State. We will be typing in "Dallas, TX" and clicking the suggested match in the suggestion dropdown. 

 

4. Now that we have results, let's click "Sorting By" and select "Highest Volume". This will bring list the results in order by highest Volume to lowest Volume. 

5. We want the top 100, so let's toggle that we want to view 100 results per page. 

 

6. Click the "All Filters" button and slide the Loan Purpose slider to "51% or More Purchase". This filter will only show us results where 51% or more of their volume is purchase volume.  

 

7. That's it! We are now viewing the Top 100 Purchase Heavy Producers in Dallas, TX. Click the checkbox at the top of the page to select all the results on the page. Now click "Add to Pipeline" and select the Requisition you want to add them to.  

 

***Bonus: We could also use the "License" filter in our All Filters options to ensure they hold a license in the State of Texas like "Texas - SML" and "Texas -OCCC".***

 

2. Producing Branch Managers by market.

When expanding into a new market we may want to focus on producing Branch Mangers who will be a great fit to help us establish a presence and build up a team. We may also be searching for managers as a launching point for recruiting a team of originators. 

In this scenario, we will be searching for Branch Managers in a specific city that has produced at least $1M in volume in the last 12 months. You can replicate this search by State or County using the State or County search options. We recommend reading more about State searches here and County searches here

More of a visual learner? Watch the video here

1. Log in to your Model Match account. 

2. Open Market Insights. By default, Search for Individuals will be toggled on but it doesn't hurt to confirm. 

3. In the "Near" field let's type in a City and State. We will be typing in "Phoenix, AZ" and clicking the suggested match in the suggestion dropdown. 

 

4. Now that we have results, let's click "All Filters" so we can add in our Volume requirements. In this scenario, we want a minimum volume of $1M.

 

5. Let's open our distance a bit. Let's click "Distance" and expand our search to 25 miles.

 

6. Now we want to make sure that we are only viewing Branch Managers in our results. In the "Find" field type in "Branch Manager". 

7. You'll find the results have been updated and are now only showing individuals that have the title of "Branch Manager". 

3. Top producers who are employed by a competitor.  

There are many cases that call for sourcing producers that are employed by a competitor. With Market Insights, you'll be able to target those competitors, view their teams, and source directly from their team roster.

In this scenario, we will be searching for producers who are employed by a competitor in a city. You can replicate this search by State or County using the State or County search options. We recommend reading more about State searches here and County searches here. You can also perform this search by viewing the Team Roster on any Company Profile. 

More of a visual learner? Watch the video here

1. Log in to your Model Match account. 

2. Open Market Insights. By default, Search for Individuals will be toggled on but it doesn't hurt to confirm. 

3. In the "Near" field let's type in a City and State. We will be typing in "Atlanta, GA" and clicking the suggested match in the suggestion dropdown. 

 

 

4. Now that we have results, let's click "Sorting By" and select "Highest Volume". This will bring list the results in order by highest Volume to lowest Volume. 

 

5. We want to now narrow our results to producers employed by our target competitor. We will enter the company name in the "Find" field. 

 

6. If any individuals in your results are employed with the competitor name that you entered, they will now appear in your list.

4. Search for individuals by first & last Name, or NMLS ID. 

You are able to locate specific individuals using their NMLS ID or by entering their First & Last Name. 

In this scenario, we will be entering both a name and NMLS ID to locate a specific individual. 

More of a visual learner? Watch the video here

1. Log in to your Model Match account. 

2. Open Market Insights. By default, Search for Individuals will be toggled on but it doesn't hurt to confirm. 

3. In the "Find" field, let's type an NMLS ID. 

4. We will present you with all matches in the results field. You can now select the contact using the checkbox next to their name and add them to a pipeline. 

5. You can also type in a name. While we will search for contacts using only First Name or only Last Name, we recommend entering both for better results. We also recommend using their legal name as it appears on their license. 

5. Search for top producing teams by market.

With Market Insights, we are able to search for Branches in any market - nationwide. This ability makes it very easy for us to locate high-performing teams. 

In this scenario, we will be searching for the top-producing branches in a city. You can replicate this search by State or County using the State or County search options. We recommend reading more about State searches here and County searches here. You can also perform this search by viewing the Team Roster on any Company Profile. 

More of a visual learner? Watch the video here

1. Log in to your Model Match account. 

2. Open Market Insights. Click "Search for Branches" at the top of the map. 

3. In the "Near" field let's type in a City and State. We will be typing in "Winter Park, FL" and clicking the suggested match in the suggestion dropdown. 

 

4. Our results will now update and display all branches that are in our city. Let's click "Sorting by Distance" and select "Highest Volume"

 

5. Our results are now showing us branches that are the top producing by volume in our city. You may click on a Branch in the results panel to view their profile. Pro-Tip, we can select a Branch from the results panel and view their team members directly in the results panel.

6. Click the Checkbox next to the Branch you want to dive into it. 

 

7. At the bottom of the results panel, click "Get Individuals". 

 

Our results panel will update and display the team roster of the select branch. To go back to your Branch Search click the "Back" button.