Tactics for Wholesale

MMI Power User Playbook – Recruiting Tactics is a concise guide designed to help teams, branches, and organizations recruit loan officers more effectively using MMI’s tools. It outlines a strategic approach to identifying, analyzing, and engaging with potential candidates through features like LO Search, LO Rank, Lender Office tracking, and CRM integration. The playbook provides step-by-step directions for each tool, helping recruiters make data-driven decisions, track high-potential candidates, and build a repeatable, scalable recruiting process.

Fine Points Discussed:

• LO Search:
  Search by name or NMLS to access a loan officer’s full Fast Facts profile and review past production.

• LO Rank:
  Sort loan officers by production, loan type, and other metrics from the past 14 months to find candidates that match your needs.

• Lender Offices:
  Identify top-performing branches in a specific state or market area using list or map view.

• Lender Companies:
  Analyze competitor companies by name or NMLS, including market share, LO rosters, and top producer data.

• Prospect Lists & Favorites:
  Star promising candidates and build custom prospect lists for organized follow-up and future outreach.

• CRM Integration:
  Use MMI’s webhook to push contact data directly from Fast Facts profiles into your CRM for automated engagement.

• Map Search:
  Use the Lender Company Map Search for a visual overview of lending activity by city, showing 14-month volume averages.

• Wallet Share Insights:
  Show candidates the business they’ve done with real estate partners, and what’s left on the table, using MMI’s Wallet Share feature.

• Bonus Tools:
  Downloadable recruiting presentation template and support for integrating Property Monitor alerts into your outreach strategy.

To access the playbook in PDF format, please click on the attached media below.