Tactics for Recruiting

MMI Power User Playbook – Recruiting Tactics outlines a data-driven approach for recruiting loan originators using MMI’s platform. It walks users through how to search, evaluate, and track top-performing candidates by leveraging Fast Fact profiles, LO rankings, lender office data, CRM integrations, and prospect management tools. Each tactic helps simplify the recruitment process, giving teams the insights needed to make informed hiring decisions, build better pipelines, and stay competitive in a rapidly evolving market.

Fine Points Discussed:

• LO Search:
  Search by name or NMLS to access a candidate’s full loan history and performance profile. Use this data to validate claims and assess fit.

• LO Rank:
  Filter and sort loan officers based on volume, loan types, and geography over the past 14 months. Review Fast Fact profiles and add top candidates to your outreach list.

• Lender Offices:
  Explore top-producing lender offices using list or map view. Narrow results by state and identify teams or branches worth targeting.

• Lender Companies (Know Your Competition):
  Research your competitors by company name or NMLS to view LO rosters and market share. Understand who they’re working with and identify opportunities.

• Prospect Lists & Favorites:
  Use the star icon on Fast Fact profiles to favorite promising LOs. Build prospect lists and manage follow-up directly within MMI.

• CRM Integration:
  Push candidates directly into your CRM using MMI’s webhook integration. Automate outreach with email and SMS campaigns.

• Map Search for Lender Companies:
  Use a visual map to view lender company locations and their 14-month volume averages for geographic-based recruiting strategy.

• Bonus Recruiting Presentation Template:
  Includes a customizable presentation to help pitch your value to recruits. Encourages use of MMI features like Property Monitor and Wallet Share to demonstrate long-term support.

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