PowerUser Series: Leveraging Borrower Data

In this PowerUser Webinar: Leveraging Borrower Data (05/21/25), Kortney Lane-Schafers hosts long-time MMI client Deirdre Rogers of Integrity Mortgage Group. With over 45 years in the mortgage industry, Deirdre shares how she actively trains LOs to use MMI tools for business development and recruitment. The session covers practical ways to leverage features like Matchmaker, Wallet Share, and ReFinder to identify referral opportunities, re-engage past clients, and monitor market presence. Deirdre also demonstrates how managers can use MMI to prospect for agents and LOs, and she highlights how the platform’s new layout and advanced tracking features help users stay proactive and competitive.

Watch now to learn:

✅ Matchmaker Tool: Helps LOs identify local agents they haven’t worked with but who are active in their market—ideal for initiating new relationships.

✅ Wallet Share: Reveals how much of a partner agent’s business is going to you versus others, helping LOs prioritize outreach and retention strategies.

✅ ReFinder & WinBack: Surfaces former clients who may be eligible for refinance or who closed with someone else—perfect for re-engagement.

✅ Prospects Tab: Provides potential borrower leads in your service area, even if you weren’t their original LO—ideal for direct mail or targeted outreach.

✅ Agent & LO Prospecting: MMI allows users to identify high-producing agents and loan officers using filters like location, volume, and loan type.

✅ Push to CRM & Tracking: Users can export contacts or push directly into CRMs (like Bonzo), and track key agents to get real-time listing alerts.

✅ Builder Insights: Offers visibility into which LOs and agents are tied to specific builders—helpful for recruiting or competitive analysis.

Link to watch: PowerUser Webinar: Leveraging Borrower Data