Every filter available in Market Insights, grouped by section.
| Filter | Type | Notes |
|---|
| Volume | $ range | Loan volume over selected period; agent searches can split into total, buyer-side, or seller-side volume |
| Units | Number range | Closed transactions over selected period; agent searches can split into total, buyer-side, or seller-side units |
| Period | Enum | TTM, YTD, prior year, custom range; agent searches also offer 3-, 6-, 12-, or 14-month windows |
| Loan type | Multi-select | Conventional, FHA, VA, USDA, jumbo, non-QM; agent searches use VA, FHA, USDA, jumbo, commercial, and reverse, with a minimum percentage-of-business threshold (25% is a reasonable starting point) |
| Price band | $ range | Average transaction size |
| Filter | Applies to | Notes |
|---|
| Company | LO / Agent | Lender, brokerage, or team |
| NMLS ID | LO | Exact match |
| Licensed states | LO | Multi-select |
| Years licensed | LO / Agent | Range |
| Location | Agent | Match on production location (where an agent does business) or office location (where an agent is based) |
| Filter | Scope |
|---|
| State | One or many |
| County | One or many |
| MSA | Metropolitan Statistical Area |
| ZIP | Multi-select or radius |
| Filter | Notes |
|---|
| Volume | Total, buy-side, or sell-side volume |
| Units | Total, buy-side, or sell-side units |
| Team size | Number of agents at the office |
| Builder relationships | Offices with active builder or developer relationships |
- Active listings — agents with a listing active in the last 90 days,
180 days, or 1 year
- Contact info available
- Currently on a saved list
- Currently in CRM pipeline
