Searching for properties in Borrower Insights

Borrower Insights helps you rebuild and grow your borrower database. We'll start by searching past loans, your own book or the wider loan database, and then enrich the ones you care about with borrower contact details.

Every result already comes with the calculated interest rate, equity position, and home value, so you can size up a borrower before spending a single credit.

What's in this article?

Opening Borrower Insights
Choosing how to start: Your Loans vs. Find Loans
Filtering your results
Reading the results table
Saving a search to run again
FAQs

Opening Borrower Insights

From the Model Match sidebar, let's open "Borrower Insights." You'll land on a chooser with two ways to start.

Choosing how to start

Borrower Insights gives you two ways to begin, depending on whether you're rebuilding your own book or searching the wider database.

Your Loans — Pull up every loan you originated and start rebuilding your database. If your NMLS is already on file, it's one click. If not, you'll be asked to enter your NMLS ID once, and it's applied for you.

Find Loans — Search the wider loan database by originator or area. This opens the full filter panel so you can target exactly the loans you're after.

🧠 Switched companies and lost your borrower list? "Your Loans" rebuilds it — enter your NMLS and every loan you originated comes right back.

Filtering your results

Let's open the filter panel and narrow the search with any combination of the filters below.

Borrower Status — current owners only, paid-off, refinanced, foreclosed, and more.
Previously Enriched — all loans, only enriched, or only not-yet-enriched.
Property Address — jump to a single property by address.
Originator — NMLS ID or originator name.
Location — ZIP, city, county, or state (or nationwide).
Loan Age — Less than 2 years, 2–3, 3–5, 5–10 years, all time, or custom range.
Transaction Type — Purchase, Refinance, Construction, Home Equity.
Loan Type — Conventional, FHA, VA, USDA, HE, HELOC.
Loan Term — 10, 15, 20, or 30-year.
Loan Amount — Starter, Mid-Market, Jumbo, or custom min/max.
Interest Rate — filter by a calculated-rate range.
Rate Structure — Fixed or Adjustable (ARM).
Borrower Type — Business entity, Trust, or Individual.
Company, Lender, Buyer Agent, Listing Agent.

💡 Some loans don't carry a term, rate type, or borrower type on record. When you filter on one of those, loans missing that detail are left out — so you only ever see confirmed matches.

Reading the results table

The table shows one row per loan, with the borrower name, property address, status, calculated interest rate, equity, and home value already populated.

Click any row to open the detail rail, where you'll see property facts like total owed, active loans, and whether it's owner-occupied.

The toolbar above the table shows how many loans were found, and it's where you'll select rows to enrich or export.

Saving a search to run again

Set up the filters you use often, then save the search to re-run it in one click later.

🧠 Borrower Insights also remembers your last view, so returning to the tool drops you right back where you left off.

FAQs

What's the difference between "Your Loans" and "Find Loans"?

"Your Loans" scopes results to loans you originated (by your NMLS). "Find Loans" searches the wider database by originator, location, and the rest of the filters.

Why don't I see contact info in the search results?

Search returns loan and property facts for free. Borrower phone numbers and emails are revealed by enriching a loan, which uses credits.

Why are some loans missing a borrower name?

A small share of loans arrive without a borrower name on the original record. We fill these from the most recent loan and current-owner records wherever possible, so most blanks resolve automatically. Trust and business-entity names (LLCs, family trusts) are normal.

Can I only see current owners?

Yes — turn on "Current owners only" under Borrower Status.