Model Match
Prompt library

Prompts that put Model Match to work

53 ready-to-use prompts for the Model Match MCP, each tested against live data. Pick your role, copy a prompt into Claude, ChatGPT, Grok or Copilot, and swap the highlighted parts for your market.

Forecasting

Project loan activity up to 12 months ahead, with low, likely and high cases and the rate scenario you choose.

Pick your best farm ZIP

I'm choosing a farm area. Forecast purchase loan originations for the next 6 months in ZIP codes 28277, 28173, 28078, with low, likely and high cases for each ZIP, and tell me which one holds up best.

A month-by-month projection for each ZIP with low, likely and high cases and a confidence rating, so you can rank farm areas by expected purchase activity.

Set low, likely and high goals

Help me set next year's production goals for my team. Forecast originated loan volume in Maricopa County, AZ for the next 12 months and give me a low, likely and high number for each month and for the full year.

A 12-month volume projection with low, likely and high cases that rolls up into conservative, target and stretch goals.

Rate scenarios for the board

Build a board slide showing how many loans Texas is likely to originate over the next 6 months if mortgage rates hold steady, fall about a point, or rise about a point. Put the three likely totals side by side, show the ranges, and add one line on what it means for us.

Three side-by-side projections (rates hold, fall, rise) with likely totals and ranges, ready for an executive slide.

Test your own rate path

Assume the 30-year rate goes 6.9%, 6.75%, 6.6%, 6.5%, 6.4%, 6.25% over the next 6 months. Forecast originated loan volume in California under that path and show me the monthly likely case with the range around it.

A volume projection that follows your own month-by-month rate path, with a range for every month.

Scenario grid for analysts

Make me a table of forecast purchase loan originations in Georgia. Rows are rate scenarios (hold, fall, rise), columns are 3, 6 and 12 months out, and each cell shows the likely number with its low–high range.

A scenario-by-horizon grid of projected purchase originations, with the likely value and range in each cell.

Compare county growth outlooks

Compare the loan-origination outlook for Travis, Williamson and Hays counties in Texas over the next 6 months. Which county holds up best against its recent average, and which is softening fastest?

A forecast for each county set against its recent run rate, so you can rank counties by projected momentum.

Forecast your loan-type mix

Forecast the FHA, VA and conventional mix of originations in Davidson County, TN for the next 6 months. Show each loan type's likely monthly count with ranges, and tell me whether government lending is gaining or losing share.

A projection for each loan type with ranges and confidence levels, showing where the mix is heading.

Refinance outlook if rates fall

If rates drift down about a point over the next 6 months, how many refinances should we expect in Colorado? Show the monthly likely case with low and high bands so I can staff up for it.

A falling-rate refinance projection with low and high bands, for capacity and staffing plans.

Loan Officers

Find referral partners, track your own production and see who's winning your market.

Top buyer's agents to prospect

Who are the top 20 buyer's agents in Austin, TX by buyer-side transactions over the last 12 months, counting only agents with at least 5 financed buyer deals? Include each agent's brokerage and how many different loan officers they sent business to.

A ranked list of the most active buyer-side agents in your market, with brokerage, buyer units and volume, and how many loan officers they spread their deals across.

Agents loyal to one lender

In ZIP 78704, find agents with at least 4 financed buyer deals in the last 12 months who worked with only 1 or 2 loan officers. Rank them by buyer volume so I know which relationships are worth trying to win.

A short list of productive agents who send nearly all their financed buyers to one or two loan officers.

My production, year over year

My NMLS ID is your NMLS ID. How does my loan volume and unit count for the last 12 months compare with the 12 months before? Break it out by quarter and by purchase vs. refinance.

Your volume, units and average loan size against the prior 12 months, with a quarter-by-quarter purchase and refinance split.

My top referral agents

Which real estate agents were on the other side of my loans most often in the last 12 months? My NMLS ID is your NMLS ID. Also show which cities most of my business came from.

The agents tied to your closed loans, ranked by volume, plus your top cities by share of your book.

Local rate trend

What has the average purchase mortgage rate done month by month in Travis County, TX over the last 12 months, compared with the year before?

A month-by-month average purchase rate for your county next to the prior year, ready for client and agent conversations.

Managers

Benchmark branches and teams, spot recruits and keep an eye on local competitors.

Recruit top purchase LOs

Who are the top 25 loan officers by purchase volume in Austin, TX over the last 12 months? Show their current company, years in the industry and how long they've been at their company.

A recruiting list of the top purchase producers in your market, with employer, tenure and production.

Producers who just moved

Find loan officers with an office in Texas who joined their current company within the last 6 months and did at least $20M in volume over the past year.

High producers who recently changed companies, showing who's on the move and which companies are winning talent.

Branch leaderboard

List your company's branches in Texas ranked by 12-month volume. For the top branch, rank its loan officers by volume and units.

Branch-by-branch volume, units, loan officer count and roster changes, then a loan officer leaderboard for the top branch.

County market share ranking

Rank the top 10 mortgage companies by purchase loan count in Travis County, TX over the last 12 months, and tell me where your company falls.

The companies winning purchase business in your county, so you can size your share and the gap to the leaders.

A competitor's local producers

Who are competitor name's top 10 loan officers in Travis County, TX by volume over the last 12 months?

A competitor's strongest local producers, ranked, as recruiting targets.

Executives

Market share, growth, talent flow and competitive position, at company level.

Company growth snapshot

How did your company's total loan volume, units and average loan size over the last 12 months compare with the prior 12 months? Which states and counties drive most of our book?

Year-over-year volume and units for your company, plus its top states, counties and cities by share of production.

Talent flow in and out

Over the last 12 months, which companies did your company hire the most loan officers from, and which companies took the most of ours?

Arrivals and departures by company: who you're recruiting from, and who's recruiting your people.

Who's winning recruiting

Which mortgage companies had the biggest net gain in loan officers in Florida over the last 12 months, and how much volume came with them?

Companies ranked by net loan officer gain, with gained, lost and net counts and the production that came with them.

CRA lending benchmark

What share of your company's loans landed in low- and moderate-income census tracts, and how does that compare with the overall Georgia market broken out by county?

Your LMI-tract, majority-minority and rural shares, benchmarked against the market's community lending profile by county.

Purchase volume forecast

Show monthly purchase origination volume in Texas for the last 24 months and forecast the next 6 months assuming rates fall by about a point.

24 months of purchase originations plus a 6-month forecast with low, likely and high ranges under your rate scenario.

Data Analysts

Pull time series, rankings and breakdowns ready for a spreadsheet or dashboard.

Purchase vs. refi mix trend

Break down mortgage volume in Mecklenburg County, NC by quarter for the last 24 months, split by purchase, refinance, construction and equity, and tell me which segment is gaining share.

Quarterly volume and units by transaction type, compared with the prior 24 months.

Year-to-date market size

How big is the mortgage market in Maricopa County, AZ year-to-date (volume, units and average loan size), and how does that compare with the same period last year?

Current volume, units and average loan with the matching prior-year figures.

County ranking by originations

Rank every county in Georgia by originated mortgage volume year-to-date and show me loan counts next to each, so I can see where production is concentrated.

Every county ranked by originated dollar volume, with loan counts.

Community lending by county

Give me the community lending profile for Ohio over the last 12 months (LMI-tract share, CRA-eligible share and income-band mix), broken out by the top 5 counties.

Statewide and county shares of LMI-tract, CRA-eligible, income-band and majority-minority originations, each with its denominator.

Credit profile by product

What is the average borrower credit score by loan type (conventional, FHA, VA, HELOC) in California over the last 12 months, and how many loans sit behind each average?

Average credit score for each loan type, with the sample size behind it.

Capital Markets

Rates, product mix, lender share and forward-looking market volume.

Note rate trend by product

Show the monthly average note rate by loan type (conventional, FHA, VA, HELOC) in Texas for the last 12 months next to the same months a year earlier, and flag where the spread between conventional and government loans has widened.

Monthly average rates for each loan type, with the prior-year series for comparison.

Volume forecast under a rate scenario

Forecast purchase originations in Florida for the next 6 months, assuming the 30-year rate falls 1 point, and give me the p10/p50/p90 range.

24 months of history plus a 6-month forecast with p10, p50 and p90 bands, based on the rate path you choose.

Loan-level FHA sample

Pull the most recent FHA loans closed in Hillsborough County, FL over the last 90 days with note rate, loan amount, credit score, LTV, DTI, amortization type and channel, so I can eyeball pricing dispersion.

De-identified loan-level rows with rate, amount, credit score, LTV, DTI, term, amortization and channel, plus a total count.

Lender share in a market

Who are the top 10 lenders by purchase volume in Maricopa County, AZ over the last 12 months, and what share of the market does each hold?

Lenders ranked by volume and loan count, with each one's share of the market.

ARM vs. fixed share

What share of purchase originations in California over the last 90 days were adjustable-rate versus fixed?

Originations by amortization type, giving you an ARM share for pipeline and hedge planning.

Recruiters / Business Development

Find top producers, track who's moving and size up recruiting targets.

Who's winning the LO war

Which companies had the biggest net gain of loan officers in Texas over the last 6 months? Show gained, lost and net for the top 5.

Companies ranked by net loan officer gain, with gained and lost counts and the production of the loan officers they added.

Top producers who just moved

Show me the highest-producing loan officers in Florida who changed companies in the last 3 months, with where they came from, where they went and their trailing volume.

Recent movers with previous and new employer, move date, city and trailing volume and units.

Competitor hiring and retention

For competitor name, show the net change in LO headcount over the last 12 months, which companies its hires came from and where its departures went, and what share of new hires left within 90 days.

Headcount over time, top source and destination companies, and early attrition by hire cohort.

Where a competitor's LOs go

Over the last 6 months, how many loan officers left competitor name, and which companies did they join? Also tell me how many left the industry entirely.

A departure count, the companies they joined, and how many moved companies versus left the industry.

Tenured producers at a rival

List the top 10 producing loan officers at competitor name with an office in Texas who have been there at least 24 months, with their 12-month volume, product mix and branch.

A recruiting list ranked by volume, with tenure, units, purchase and refinance split, loan type mix and branch.

Marketing

Size markets, pick target geographies and find data points for campaigns and content.

Size a state purchase market

Size the purchase mortgage market in Texas over the last 12 months. Give me total units and volume, average loan amount, rate, credit score and purchase price, and how each changed from the prior 12 months.

A one-screen market snapshot with year-over-year changes, ready for a pitch deck or a content hook.

Loan type and first-time buyer mix

For purchase loans originated in North Carolina in the last 12 months, break down the mix by loan type (conventional, FHA, VA) and show the first-time vs. repeat homebuyer split. I want data points for a campaign aimed at first-time buyers.

Product mix and first-time buyer share to use in campaign copy and audience targeting.

Rank counties for campaign geography

Rank the counties in Florida by purchase mortgage volume over the last 12 months, showing loan count for each, so I can decide where to spend a geo-targeted ad budget.

Counties ranked by purchase volume and units, showing where demand is concentrated.

Competitive share by state

Who are the top 10 mortgage companies by loan volume actually produced in Georgia over the last 12 months? Rank them by in-state volume, not headquarters location, and show each one's in-state units and national volume.

The biggest lenders by in-state production, including national players headquartered elsewhere.

Build an agent outreach list

Build a target list of real estate agents in Wake County, NC who closed at least 5 financed buyer-side deals in the last 12 months but worked with 3 or fewer loan officers. Tell me how many there are and show the top ones by buyer units.

A count and ranked list of agents with steady financed-buyer business and few lender relationships.

Title Agents

Find the agents, loan officers and lenders driving transactions in your counties.

Top agents in my county

Who are the top 10 real estate agents by closed sales volume in Maricopa County, AZ over the last 12 months? Include their brokerage, units, and buyer vs. listing side split.

The agents driving the most transactions in your county, with brokerage and side mix, to prioritize sales calls.

Lenders closing the most purchases

Which lenders financed the most purchase loans in Maricopa County, AZ over the last 12 months? Rank the top 15 by dollar volume with loan counts.

A lender leaderboard for purchase closings in your county.

Top LOs and their agent partners

Who are the top 5 loan officers by purchase loan count in Travis County, TX over the last 12 months? For the #1 loan officer, show which real estate agents they close the most deals with.

The busiest purchase loan officers in your county, plus the agent relationships behind the top one.

Rank agents at a brokerage office

List the top 10 agents at brokerage name in Scottsdale, AZ ranked by sales volume, with their units and buyer vs. listing split, so I know who to target at that office.

A ranked roster of the office's producing agents, for account-based outreach to a brokerage.

Monthly closing trend

Show monthly home sales in Travis County, TX for the last 12 months (units and volume) compared with the same months a year earlier, so I can forecast our closing pipeline.

Monthly sales with a prior-year comparison, to spot seasonality and slowdowns.

Real Estate Agents

Find lender partners, read your local market and see how competing agents perform.

Scout competing buyer's agents

Who are the most active buyer-side agents in Scottsdale, AZ over the last 12 months? Rank the top 10 by buyer volume and show their brokerage, buyer units and average sale price.

A buyer-side leaderboard for your city, to benchmark yourself and spot rising agents.

Find a proven lender partner

Look up agent name and brokerage and show which loan officers and lenders financed the most of their deals in the last 12 months. I'm looking for a loan officer who already closes with top producers.

The loan officers and lenders a top agent relies on, ranked by units and volume.

ZIP market snapshot

Give me a market snapshot for ZIP 85255 for the last 90 days: number of sales, total volume, and average sale vs. list price, compared with the prior 90 days. I'll use it in a listing presentation.

Sales count, volume and average sale and list price against the prior period, ready for a listing presentation.

Recent luxury comps

Show the most recent sold homes over $1,000,000 in ZIP 85255 in the last 30 days with price, list price, beds, baths, square feet and year built.

Recent high-end sold comps with property details, for pricing conversations and market updates.

Find the busiest ZIPs

Which ZIP codes in Maricopa County, AZ had the most closed sales over the last 6 months? Rank them so I can decide where to farm for listings.

ZIP codes ranked by closed sales, to choose a farm area or ad target.

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