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Loan Officers

Agents loyal to one lender

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

The prompt

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.

How it works

Your assistant runs these steps against Model Match through the MCP:

  1. 1 Searches real estate agents by market and production.
  2. 2 Writes up the answer: tables, rankings or a summary, depending on what you asked for.

Loan Officers

Top buyer's agents to prospect

Who are the top 20 buyer's agents with an office 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.

Loan Officers

Agents who don't send me business yet

My NMLS ID is your NMLS ID. Find the top 25 buyer's agents with an office in Austin, TX by financed buyer deals over the last 12 months, and remove anyone who has already closed a loan with me. That's my warm prospect list.

A ranked list of productive local buyer's agents who have never closed a deal with you, your warmest cold-call list.

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.

Bring Model Match into your AI assistant

Connect the Model Match MCP to your AI assistant and ask about loan officers, agents, lenders and markets in plain English, answered from real records.

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