The Model Match Blog

Mortgage & real estate intelligence, made practical

Guides, data, and playbooks for the loan officers, recruiters, and title teams who grow with market intelligence.

Claude Model Match

Build me a loan officer production dashboard for Charlotte — top producers, volume, and purchase mix.

Assembling your dashboard from Charlotte production records:

originatorAnalytics · metro: Charlotte, NC 2.3s

Loan officer production · Charlotte, NC · trailing 12 mo

LOs in band 0

Median volume 0

Avg purchase 0

Top producers by volume

Sarah McAllister $119.5M

Marcus Webb $103.4M

Dana Kowalski $94.1M

Tyler Brandt $78.6M

Built from Model Match production records · sample values shown

AI · Latest

Build With Model Match: Mortgage Data Dashboards in Claude & ChatGPT

Plug Model Match mortgage and real estate data into Claude, ChatGPT, or any AI agent and build loan officer production dashboards, market briefs, and reports.

Model Match July 8, 2026

Read article

ChatGPT Model Match

Find the most active buyer's agents in Mesa, AZ this year — include their brokerage.

Searching agents in Mesa, AZ (85201), sorted by buy-side volume:

listAgents · sort: buySideVolume 2.2s

Most active buyer's agents · Mesa, AZ · 2026

Agent Brokerage Buy-side Volume

Priya Nair Desert Sky Realty 41 $15.6M
Marcus Delgado Red Rock Group 34 $12.8M
Hannah Brooks Saguaro Homes 29 $10.4M
Theo Vance Valley & Co. 26 $9.1M

Emails and phone numbers come through on export — ask to add these to a pipeline.

Referrals
Find Active Real Estate Agents by Asking Your AI Assistant

Model Match June 27, 2026
Claude Model Match

Look up Daniel Okafor at Summit Mortgage in Austin — how's his production trending?

Pulling 12-month production from Model Match:

originatorAnalytics · nmls: 1142087 1.9s

Daniel Okafor · Summit Mortgage · Austin, TX

Last 12 months: $58.4M funded · 184 units · 68% purchase

Funded volume · last 12 months

Trending up — Q4 his strongest quarter

Volume $0M
Units 0

JFMAMJJASOND

Originator profile Loan records

Who recently left his branch?

Renee Alvarez → Lone Star Lending · $31M, last quarter

Marcus Hadley → Capital Peak Mortgage · $22M, 2 mo ago

Market Intelligence
Look Up Loan Officer Production by Asking ChatGPT or Claude

Model Match June 26, 2026
Claude Model Match

Who are the top mortgage lenders in the Charlotte metro this year?

Pulling lender production for Charlotte, NC metro, last 12 months:

companyAnalytics · metro: Charlotte, NC 2.0s

Top mortgage lenders · Charlotte, NC metro · 2026

Lender Volume Share YoY

Beacon Lending Group $1.84B 9.2% +1.4 pt
Summit Mortgage $1.57B 7.8% +0.6 pt
Acme Home Loans $1.31B 6.5% −0.9 pt
Meridian Home Loans $1.06B 5.3% +0.3 pt

Company records Market data

AI
What Is the Model Match MCP Server? Mortgage Data in ChatGPT

Model Match June 25, 2026
Search by address, agent, or originator… Export Transactions Filter Transactions 2

Financed Buyer Agent Clear All

Date Property Address Home Builder Buyers Sellers Loan Amount

Feb 23, 2026 7632 Juniper Hill Rd Charlotte, NC 28227 No Builder Marcus Webb, Lena Ortiz Daniel Foss $0 K
Feb 12, 2026 8924 Lakemont Bay Rd Charlotte, NC 28278 No Builder Priya Natarajan, Anil N… Swift Holdings LP $0 K
Jan 23, 2026 12421 Quail Meadow Dr Charlotte, NC 28278 No Builder Thomas Ngo Robert Pratt $0 K
Jan 20, 2026 947 Walnut Tree Ln Fort Mill, SC 29715 No Builder Jade Morales, Hector M… Doorstone Property Tru… $0 K
Dec 4, 2025 4087 Carling Ln Fort Mill, SC 29715 No Builder Erin Vasquez Lindgren Family Trust $0 K
Nov 26, 2025 5917 Calloway St Charlotte, NC 28215 No Builder Henrik Paulsen Doorstone Property Tru… $0 K
Nov 26, 2025 37 Cedarbrook Dr Waynesville, NC 28785 Harbor Ridge Homes Dana Cho Harbor Ridge Homes Inc $0.00 M
Nov 25, 2025 7628 Foxglove Rd Charlotte, NC 28227 No Builder Liam Tran, Mia Tran Anthony Delgado $0 K

Toggles

Financed
With Builder
Currently Listed
Buyer Agent
Listing Agent

Loan Types
Loan Limit
Location

AI
AI Prompts Every Loan Officer Should Use in 2025

Model Match January 15, 2025
Total Agents

0

Top 3 Concentration

0%

Total Volume

$0M

Avg Loan Size

$0K

Agents

Agents this originator has worked with. Volume, Units, and Avg Loan Size reflect their shared transaction history.

Buyer Search by name…

Name Volume Units Avg Loan Size Wallet Share

JM Jenna Marsh Northgate Realty Group $0.0M 0 $0K 0.0%
TR Tomás Rivera Beacon Street Properties $0.0M 0 $0K 0.0%
MD Mia Donovan Great Oak Realty $0.0M 0 $0K 0.0%
NS Nina Sandoval Crestview Realty Partners $0.0M 0 $0K 0.0%
PD Paul Deng Bluebird Properties $0.0M 0 $0K 0.0%
KW Kara Whitfield Summit Trail Realty $0.0M 0 $0K 0.0%

Referrals
Turn Real Estate Agent Relationships Into Referrals

Model Match September 18, 2024
Geography

Click on a state to see county breakdown

Low Medium High No Data

California

Volume

$0M

Units

0

Counties

0

County Breakdown

Orange County 0 units

$60.74M

Santa Clara County 0 units

$49.81M

Sacramento County 0 units

$11.71M

Alameda County 0 units

$14.26M

San Diego County 0 units

$12.70M

Contra Costa County 0 units

$13.92M

Market Intelligence
What Is Mortgage Market Intelligence? A Loan Officer's Guide

Model Match August 14, 2024
Total Originators

0

Top 3 Concentration

0%

Total Mortgage Volume

$0M

Avg Loan Size

$0K

Originators

Originators this agent has worked with and their transaction history

Export

Buyer Search by name, NMLS, or company…

Name Company Volume Units Avg Loan Size Wallet Share

DF Diane Foster NMLS: 992041 Crestline Mortgage, Inc. $0.0 M 0 $0K 0.0%
JR Josh Ramsey NMLS: 1583390 Crestline Mortgage, Inc. $0 K 0 $0K 0.0%
LH Lisa Hartman NMLS: 2114870 Allied Home Lending, Inc. $0 K 0 $0K 0.0%
LB Luke Bauer NMLS: 2640115 Riverbend Federal Credit Union $0 K 0 $0K 0.0%
CV Christopher Vance NMLS: 1330682 Brightway Mortgage, Inc. $0 K 0 $0K 0.0%

Rows per page 25 1 – 5 of 5

Referrals
How Loan Officers Find Active Real Estate Agents

Model Match July 10, 2024
Loan Officers Leaderboard

Top Purchase

Search by name, company, or NMLS ID…
View by Year 2025

Showing 25 of 100 total

# Loan Officer Company Type Location Volume Units Share Purchase % Refi % Avg Loan

1 Daniel Brooks NMLS #2041887 Atlas Private Bank NMLS #559120 Banker Coppell, TX $0.0M 0 0.0% 0.0% 0.0% $3.2M
2 Marcus Lee NMLS #1992210 Granite State Bank NMLS #604933 Banker Los Angeles, CA $0.0M 0 0.0% 0.0% 0.0% $1.2M
3 Ethan Caldwell NMLS #1556043 Summit Mortgage NMLS #271845 Retail Plymouth Meeting, PA $0.0M 0 0.0% 0.0% 0.0% $425K
4 Owen Hayes NMLS #2208714 Evergreen Bank NMLS #688310 Banker Mt Pleasant, SC $0.0M 0 0.0% 0.0% 0.0% $681K
5 Ryan Mitchell NMLS #1874559 Cascade Mortgage Co. NMLS #335072 Retail Columbus, OH $0.0M 0 0.0% 0.0% 0.0% $376K

Recruiting
How to Recruit Top Loan Officers Using Production Data

Model Match June 12, 2024
Industry Movement Report

Where loan officers are moving, who's gaining, and whether switching actually pays off.

Set Location Nationwide
Date Range Last 12 Months
Company Type All

Cohort Producers Only

Segments

License Movement
Most Gained & Lost
Cohort View
Market Movement
Notable Transitions

Where transitions cluster

Market Movement

Movement isn't uniform — it concentrates in specific markets.

Takeaway
California led the nation with 7,135 transitions, where Acme Home Loans picked up the most.

Top State

California

7,135 LOs

Top Gainer

Acme Home Loans

619 LOs in California

Total Volume

$0B

Across all states

States Active

0

With transitions in window

Hot Markets

California 7,135 LOs
Texas 4,320 LOs
Florida 4,249 LOs

Quiet Markets

Alaska 27 LOs
North Dakota 39 LOs
District Of Columbia 41 LOs

Transitions by State

New Mexico

NM

Transitions

0

Total Volume

$0M

Total Units

0

Top Gaining Co.

Cascade Mortgage Co.

Low Medium High No Data

States — sorted by transitions

State Transitions Total Volume Total Units Top Gaining Company

California (CA) 7,135 $18.9B 48,248 Acme Home Loans
Texas (TX) 4,320 $22.9B 74,581 Summit Mortgage
Florida (FL) 4,249 $17.4B 49,860 Beacon Lending Group
Arizona (AZ) 3,033 $14.7B 43,603 Meridian Home Loans

Recruiting
How to Look Up Loan Officer Volume & Production Reports

Model Match May 15, 2024

Build With Model Match: Mortgage Data Dashboards in Claude & ChatGPT

Find Active Real Estate Agents by Asking Your AI Assistant

Look Up Loan Officer Production by Asking ChatGPT or Claude

What Is the Model Match MCP Server? Mortgage Data in ChatGPT

AI Prompts Every Loan Officer Should Use in 2025

Turn Real Estate Agent Relationships Into Referrals

What Is Mortgage Market Intelligence? A Loan Officer's Guide

How Loan Officers Find Active Real Estate Agents

How to Recruit Top Loan Officers Using Production Data

How to Look Up Loan Officer Volume & Production Reports