Looking up Loan Officer Volume Reports and production

Learn how Model Match collects, and makes mortgage and real estate data available in your account.

How to Look Up Loan Officer Volume and Production Reports in Model Match

Model Match provides comprehensive loan officer volume tracking and reporting to help you monitor performance, analyze market activity, and grow your business. This guide explains how our system collects loan officer production data, what information is available, and how to provide feedback on transactions.

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How Loan Officer Volume is Collected in Model Match

Model Match uses a systematic approach to gather and verify loan officer production data:

Daily Data Collection Process:

  • Loan transactions are collected daily from multiple mortgage industry sources
  • All collected data goes through our internal audit process to ensure accuracy and completeness
  • After audit verification, transactions are released into the Model Match platform
  • Timeline: Transactions typically appear in Model Match 4 to 6 weeks after being reported on average. Reporting time varies by market this timeline is a good rule of thumb. 

Quality Assurance:

  • Every transaction undergoes verification before being made available to users
  • Our internal audit process validates loan officer attribution, transaction details, and property information
  • Data integrity checks ensure consistent and reliable reporting across all metrics

What Information You Can View

When looking up loan officer production in Model Match, you'll have access to transaction details such as: 

Core Volume Metrics:

  • Total Volume - Complete dollar amount of loan production
  • Units - Number of individual loan transactions
  • Mortgage Amount - Specific loan amounts for each transaction
  • Down Payment - Down payment information where available

Transaction Details:

  • Loan Officer
  • Lender - Lending institution that funded the loan
  • Loan Officer Sponsor
  • Loan Type - Product type (conventional, FHA, VA, etc.)
  • Transaction Type - Purchase, refinance, or other transaction categories
  • Transaction Date - When the loan transaction was recorded at the county where the transaction closed

Real Estate Transaction Details: When a real estate transaction is available in our database, Model Match automatically pairs it with the matching mortgage transaction. This provides additional valuable information:

  • Buyer Agent - Real estate agent representing the buyer
  • Listing Agent - Real estate agent representing the seller
  • Brokerage - Real estate brokerages involved in the transaction

This gives you a complete view of the transaction, helping you identify referral relationships and market connections.

Looking Up Loan Officer Production

Accessing Volume Reports: Model Match makes it easy to search and analyze loan officer production data. You can look up loan officer volume using various search criteria and filter options to find the specific information you need.

Available Data Views:

  • Individual loan officer production summaries
  • Detailed transaction-level reporting
  • Time-based analysis with custom date ranges
  • Market filters & breakdowns
  • Lender and product type performance metrics
  • Company Entered and Exit reports

What to Look Out For

Data Timing Expectations: Remember that transactions appear in Model Match approximately 4 to 6 weeks after being reported. This delay varies depending on the market where the transaction was recorded. Typically, transactions are collected and made available much sooner. 

Transaction details: While we do our best to ensure that all details are made available on all transactions, this may not be the case. You may find that some details may not be available on all transactions made available in Model Match. 

How to Report Feedback on Transactions

Contact Information: If you find discrepancies or have feedback about transaction data in Model Match, please contact our data team directly at data@modelmatch.com

Required Information for Feedback: When reporting issues or providing feedback, please include:

  • NMLS ID - The loan officer's NMLS identification number
  • Transaction Date - The date of the loan transaction
  • Property Address - Complete property address for the transaction
  • Detailed Description - Provide as much detail as possible regarding the transaction and any discrepancies you've identified

Types of Feedback We Welcome:

  • Corrections to loan officer attribution
  • Lender or loan type corrections
  • Missing transactions that should be included
  • Any other data accuracy concerns

Understanding the Model Match Difference

Comprehensive Data Integration: Model Match goes beyond basic loan officer volume tracking by integrating mortgage, real estate, and borrower transaction data. This provides a more complete picture of market activity and professional relationships.

Enhanced Market Intelligence: The combination of mortgage transaction details with real estate agent and brokerage information creates powerful insights for business development and market analysis.

Frequently Asked Questions

Q: Why don't I see recent transactions in Model Match? A: Transactions typically appear 4 to 6 weeks after being reported to allow for our internal audit process. This ensures data accuracy and completeness.

Q: How is real estate transaction data paired with mortgage transactions? A: Model Match automatically matches real estate and mortgage transactions when both are available in our database, providing enhanced transaction details including agent and brokerage information.

Q: What should I do if I find incorrect information? A: Contact data@modelmatch.com with the NMLS ID, transaction date, property address, and detailed description of the issue.

Q: Can I see both my mortgage production and related real estate activity? A: Yes, when real estate transaction data is available, it's automatically paired with mortgage transactions to provide a complete view of the deal.

Need Additional Help?

For questions about looking up loan officer production, understanding your volume reports, or accessing transaction details in Model Match:

  • Email our data team: data@modelmatch.com
  • Include specific transaction details (NMLS ID, date, property address) for fastest assistance
  • Provide detailed descriptions of your questions or concerns