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Loan Officers

My top referral agents

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

The prompt

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.

How it works

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

  1. 1 Ranks the agents on the loan officer's closed loans.
  2. 2 Breaks the loan officer's book down by city.
  3. 3 Writes up the answer: tables, rankings or a summary, depending on what you asked for.

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

Score my agent partners

My NMLS ID is your NMLS ID. Compare my top 15 referral agents over the last 12 months with the 12 months before. Who's growing with me, who's drifting, and who should I call this week?

Each referral partner's deals with you now against the year before, sorted into growing, steady and drifting, with a call list.

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.

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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