LO Agent Wallet Share

LO Wallet Share helps you understand how much of a real estate agent’s buy-side business you're currently receiving. It highlights your existing relationships with agents and breaks down the percentage of their total buyer transactions that have closed with you. This allows you to see where you stand, identify opportunities to grow the relationship, and have more informed, strategic conversations with your agent partners. 

Get Started: 

1. From "My Workspace," expand the "Tools" dropdown and click on "Agent Wallet Share" in your sidebar navigation. 
   
   
   
   You’ll see a list of agents you've previously closed deals with.
   
   Some info. has been redacted to protect the integrity of the Agents. 
   
   
2. For each agent, MMI displays three key metrics: the number of buy-side transactions they’ve completed with you ("Transactions with Company"), their total number of buy-side transactions overall ("Agent Total Sold Count"), and the percentage of their business you represent ("Co-op Transactions %").
   
   
   
   Look for high wallet share percentages to identify strong agent partnerships. Lower percentages (e.g., less than 50%) suggest you may be sharing that agent’s business with other loan officers.
   
   

3. Click on the Agent to be taken to their "Fast Facts" profile for further analysis.
   
   
   Some info. has been redacted to protect the integrity of the Agent.
   
   

4. Then take Buy-Side Lender Matches to see who’s getting the rest of the agent’s deals. This view allows you to identify other loan officers and compare key details like deal count and loan size by clicking into their "Fast Facts" profile. 
   
   
   
   

5. Use the sort arrows at the top of each column to organize the data. For example, sort by loan amount to see if higher-value deals are going to someone else.
   
   

6. If you’re seeing a drop in share or missing specific loan types, bring it up in your next agent conversation. Let them know about your capabilities—whether that’s jumbo, VA, FHA, or other loan products—and how you can support their business more effectively.

LO Wallet Share gives you a clear, data-driven view of your business performance with agent partners. It helps you identify strong relationships to reinforce, as well as gaps where you may be losing out to competitors. By seeing exactly how much of an agent’s business you’re handling—and who’s getting the rest—you’re better equipped to position yourself as a reliable, full-service lending partner.