Loan Officer: Search & Profile

The Loan Officer Profile gives you a comprehensive, at-a-glance view of any loan officer in MMI. All functionality previously available in legacy search tools has been carried forward and expanded, so you can find, filter, and assess loan officers faster than ever from a single, unified experience.

Finding Loan Officers

From the navigation sidebar, open the Mortgage dropdown and click Loan Officers to reach the main Loan Officers page.

The search bar at the top of the page lets you locate a specific loan officer by name. Use the keyword filters (First Name, Last Name, Company, State, Zip) above the search bar to narrow results further, for example, combining a first name with a company name. This is especially useful when you only have partial information.



As you type, a dropdown of matching loan officers will appear. Click any result to go directly to their Fast Facts profile.

The Loan Officer search card is pinnable to your dashboard, meaning it's available the moment you log in — a handy shortcut for anyone who is regularly searching for loan officer contacts (i.e. recruiters)

To learn more, click the link below:
Loan Officer Search

Quick Lists and Quick Templates

Also on the Loan Officers page, you'll find Quick Lists and Quick List Templates. Templates let you instantly surface loan officers matching predefined criteria. The available templates are:

• Active Producers
• Active Purchase Producers
• Top Purchase Producers
• Rising Producers
• Active Refinance Producers

Clicking a template applies a pre-set group of filters — displayed below the template buttons — and immediately updates the loan officer table. From there, click any name to open their Fast Facts profile.

Customizing with Filter Sets

For more targeted searches, open the filter sidebar to access a full range of filter options. All criteria previously available in legacy searches are supported here, including:

• Last name and state
• Office location
• NMLS number
• Bank or credit union affiliation
• Officers by state
• LO national stats and tier
• LO by LTV rank
• LO by county, city, volume, or zip
• Multi-state licenses

Once you've built a custom filter set, you can save it as a Quick List to revisit anytime, or as a Dynamic List that updates automatically as new data comes in. 

To learn more, visit the links below: 
Quick Lists: Loan Officer
Dynamic Lists

The Fast Facts Profile

Once you locate a loan officer of interest, click their name to open their Fast Facts profile.

We include photos sourced from public online profiles where available. 



To view your current photo, navigate to your profile. To update it, go to your account settings and upload a new image. This will automatically sync to your Loan Officer profile and be publicly visible. 

Customizable Widgets

The main profile area is made up of widgets you can move, hide, or rearrange based on what matters most to your role. Available widgets include:

• Snapshot — Color-coded visual breakdowns of transaction data, product types, and geographic coverage, giving you a quick read on fit
• Quick Analytics — Detailed metrics including total transactions, production volume, average loan amounts, purchase volume, and refinance activity, with a graph showing loan types and performance trends. Data updates dynamically based on the date range selected in the top-right corner
• Rankings — National, state, and regional rankings showing the loan officer's competitive position in the market
• Agent Summary — Buy-side and list-side agent relationships, including trending volumes and wallet share percentages for each side
• Agent Relationships — Comprehensive lists of agents the loan officer works with, formatted for easy scanning; shows buyside, listside, and dualside. 
• Brokered Breakdown — Companies/lenders the loan officer brokers loans through. 
• Transactions by State — The loan officers transactions break down by state. 

To learn more, click on the link below: 
Customizable Profile Menu

Sidebar: Chat MMI

The profile sidebar gives you direct access to Chat MMI, where you can ask questions and get insights specific to the loan officer you're viewing.


 

To learn more, click the link below: 
Chat MMI 

Sidebar: Badges and Key Metrics

In the profile sidebar, you'll see a row of badges surfaces key details at a glance. Hover over any badge to see specifics. 



To learn more, click on the link below: 
Loan Officer: Badges

Further down the sidebar, you will see additional info. to help you quickly access the LOs role, experience, and performance. 



If you notice inaccuracies for tenure year on your own profile, you can update the value by going to Account Settings > Profile. Scroll down the page to adjust dates for Industry and Company Tenure. 

Social Media Link

Just like the Profile Pictures, we include social media links sourced from public online profiles where available. View and click on the icons under the LO contact details. These include, NMLS, Google, LinkedIn, Instagram, Facebook, and X. 

Quick Actions

From the profile, you can take immediate action on any loan officer:

• Loan Officer Comparison - Compare the selected loan officer with another loan officer using their name or NMLS ID. See a side-by-side comparison of their profiles, production volume, and top states. Adjust the recording window to filter for your specific time period for comparison. 
• Google / LinkedIn / NMLS — Jump directly to external sources for additional research and verification
• Share — Share directly using your connected device and contact list (phone, etc.) 
• Export — Download the profile information; this is also viewable in widget format
• Copy & Paste — Copy link to you clipboard
• Favorite — Save the loan officer and leave notes for future reference in a dedicated tab
• Call — Call the LO directly from your device
• Email — Email the LO directly from your device; uses your default email client

Expanding the sidebar will also reveal additional actions. You can click into available social accounts for that Loan Officer. As well as: 

• Push to: CRM, Email, or Prospect List
• Leaderboard: compare Loan Officer Rankings nationwide; filter your specific criteria to see the comparisons that matter to you. 
• Compare: use the LO comparison tool mentioned above. 
• Star: use the favorite tool as mentioned above. 

CRM Push Details

When you trigger a CRM Push from a Loan Officer Profile, MMI sends a structured data package (called a “payload”) directly to your connected CRM.

This payload includes key contact details, company information, and production metrics—everything your CRM needs to automatically create or update a record for that lender.

Below is an example payload and a breakdown of what each field means.

{
 "type": "Mortgage",
 "mmi_user": "sarah@mmi.io",
 "id": "100245",
 "nmls_id": "457812",
 "conmls": "457812",
 "branch_nmls": "982145",
 "timestamp": "2025-11-12 09:35:48",
 "firstname": "Alex",
 "lastname": "Reynolds",
 "company": "Summit Home Lending",
 "job_title": "Senior Loan Officer",
 "profile": "https://new.mmi.run/lo/100245",
 "fastfacts": "https://new.mmi.run/lo/100245",
 "oppapp": "Gold",
 "google": "https://www.google.com/search?q=Alex+Reynolds+Summit+Home+Lending+Denver+CO",
 "email": "alex.reynolds@summitlending.com",
 "work_email": "alex.reynolds@summitlending.com",
 "phone": "720.555.1842",
 "work_phone": "303.555.9120",
 "linkedin": "https://www.linkedin.com/in/alexreynoldsmortgage",
 "branch_address": "1450 Blake Street, Suite 200",
 "branch_city": "Denver",
 "branch_state": "CO",
 "branch_zip": "80202",
 "lo_ytd_volume": "24857105",
 "lo_ytd_transactions": "64",
 "lo_rolling_volume": "31284972",
 "lo_rolling_transactions": "82",
 "lo_ytd_trans_purch_percent": 88.4,
 "lo_ytd_trans_refi_percent": 6.9,
 "lo_ytd_trans_other_percent": 4.7,
 "lo_ytd_type_conv_percent": 95.2,
 "lo_ytd_type_fha_percent": 2.4,
 "lo_ytd_type_va_percent": 1.2,
 "lo_ytd_type_other_percent": 1.2,
 "lo_rolling_trans_purch_percent": 87.6,
 "lo_rolling_trans_refi_percent": 7.3,
 "lo_rolling_trans_other_percent": 5.1,
 "lo_rolling_type_conv_percent": 94.8,
 "lo_rolling_type_fha_percent": 3.1,
 "lo_rolling_type_va_percent": 1.4,
 "lo_rolling_type_other_percent": 0.7,
 "notes": "Top producer in the Denver region, specializing in conventional purchase loans."
}

What Each Field Means:

General Information

• type: Loan Officer data will be identified as "Mortgage" in the type field.
• mmi_user: The MMI user who initiated the CRM push.
• timestamp: Date and time the push occurred.
• id / nmls_id: Unique identifiers for the loan officer in MMI.
• branch_nmls: Unique identifiers for the loan officer's assigned branch.

Contact Details

• firstname / lastname: Loan officer’s name. 
• email / work_email: Primary and work emails. 
• phone / work_phone: Direct and office phone numbers. l
• inkedin / google: Quick links for reference and verification.

Company Details

• company: The organization or lender name. 
• job_title: The loan officer’s role or position. branch_address / city / state / zip: The location of the branch.
• profile / fastfacts: Links back to MMI’s detailed lender pages.

Production Metrics

• lo_ytd_volume / lo_ytd_transactions: Year-to-date loan volume and number of transactions.
• lo_rolling_volume / lo_rolling_transactions: 14-month rolling totals (also referred to as “Sum Fourteen”) that show long-term performance trends. purchase / refi / other percentages: The mix of transaction types. conv / fha / va / other percentages: Breakdown of loan program types.

Notes

• notes: Optional field for any notes added before pushing to CRM.

Important Context:

“Sum Fourteen” means a 14-month rolling total used by MMI to give a broader picture of activity. 

job_title is a new field being added and will automatically appear in future pushes. 

All values are formatted for easy use in CRMs—numbers are sent as strings to ensure compatibility with most systems.

Additional Tabs

Two additional tabs above the loan officer's name will provide insight into the LO's Transaction and License History. 

Transaction History - provides all publicly available transactions for the loan officer including buyside and listside agents, transaction type, loan type, loan amount, etc. This table can be filtered by clicking on the arrow and/or three vertical dots next to each column name. 

License History - provides publicly available license information for both active and inactive licenses, including regulator, state, license type, start and end dates. This table can be filtered by clicking on the arrow and/or three vertical dots next to each column name.