The Loan Officer Wildcard Search is a flexible, intuitive way to search for loan officers in MMI using a wide range of inputs—not just last name and state. This feature is especially useful when you don’t have exact information. You can search by name, company, city, loan officer rank (e.g., Gold, Platinum), or even status like “inactive” or “unsponsored.” MMI will return the closest matching results, sorted by production volume when applicable, and allow you to access their full FastFacts profile with a single click.
Get Started:
- From your "My Workspace" page in MMI, click on the "Mortgage" dropdown and then on "Loan Officers."
- In the top search bar, type in whatever information you have about the loan officer. This can include a first name, company name, ranking, or location.
You can enter multiple details in a single search to narrow your results. For example, if you know someone’s full name, you can search for “Robert Scott Mahaffey.” If you only know part of their information—such as their first name and the company they work for—you can type “John Guild Mortgage” to see all loan officers named John who are associated with Guild Mortgage. -
Entering rankings such as “Gold,” “Platinum,” or “Bronze” will return loan officers that match those tiers. For example, John "Gold."
MMI will automatically sort these results by total production in descending order. Clicking on the record will bring you into the LOs "Fast Facts" profile where you can find more detailed production metrics and contact information.
You can also search by terms like “unranked” to identify users not currently tied to an active sponsor. -
Type in a city name like “Cleveland” or “Los Angeles” to view loan officers operating in that area. You can also combine this with other criteria (e.g., “Los Angeles Bronze”) to narrow results by performance score.
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Utilize the pin icon to save these search fields directly to your MMI Workspace.
Returning to your Workspace, you will now see the search bar available for additional Wildcard searches.
Note: The Wildcard search also works in "RE Agent Search." Expand the "Real Estate" dropdown and then utilize the search bar at the top. Type in information like: first name, company name, ranking, or location.
The Loan Officer Wildcard Search gives you a faster, more flexible way to find the right people in MMI—even if you only have partial information. Whether you're looking to research top producers, track down inactive users, or simply connect with someone based on company or location, this tool removes guesswork and saves time. It’s a practical enhancement designed to streamline your workflow and improve how you discover and engage with contacts in the MMI platform.
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