Lender Profiles – MMI Help Center

The new Lender Profile View delivers a cleaner, more intuitive way to analyze lender performance in MMI. This redesigned layout surfaces the most important insights at the top of the page, organizes complex data into clear sections, and helps you quickly evaluate a lender’s overall activity, reach, and relationships.

Accessing the New View

From the main navigation, select the Mortgage dropdown. Choose Lenders and use the search filters to locate the lender you want to view. Click on the lender’s name to open their profile. At the very top of the page, you’ll see a toggle to switch into the Beta Profile. (Don't worry, you will have the option to switch back to the legacy view at any time).

Navigating the Profile

Top Section

At the top of the profile, you’ll find navigation tabs that let you switch between Loan Officer Roster, Transactions, Offices, Loan Types, Purchase vs. Refi, Builders, Title Companies, and Brokered Market Shares.

Directly below the tabs, the lender’s Name, NMLS number, and Address are displayed prominently. In the top-right corner, you’ll see quick-action icons to Google, Share, Copy, or open their Website in one click.

Just beneath, a row of key details is highlighted, including:

Performance Tier.
Date Established.
Active Licenses.

Finally, an index menu allows you to jump directly to the different sections of the profile with a single click.

Snapshot

The Snapshot widget breaks down three major areas of information:

Transaction Breakdown, Product Breakdown, and State Breakdown.

Each snapshot is color-coded for easy scanning and can be filtered by date range using the dropdown in the top corner.

Quick Analytics

The Quick Analytics section provides a detailed overview of lender activity:

Total Transactions, Production Volume, Average Loan Amount, Purchase Volume, and Refinance Volume.

Below these key stats, you’ll find a line graph that visualizes trends over time, making it easy to see whether numbers are moving up or down.

This section also includes a detailed breakdown of loan types:

Conventional

VA
FHA
Reverse Mortgage
Line of Credit
Commercial

All complete with trend indicators.

Rankings

The Rankings widget displays the lender’s:

National Rank, State Rank, and Regional Rank.

Each ranking can be filtered by timeframe for deeper insights.

Agent Engagement

This section highlights the lender’s agent relationships, including:

Buy-side agents
Buy-side share
New Buy-side Partnerships
List-side Agents
List-side Agent Share
New List-side Partnerships.

Trend indicators show whether engagement is increasing or decreasing over your set time period.

Branches

At the bottom of the profile, you’ll find the Branches widget. This includes:

Branch Address
Transactions
Loan Officers
Production Volume
Purchase %
Refi %
Other %

The branch data can be filtered by timeframe for quick review.

Quick Actions Sidebar

On the right-hand side of the profile, the quick action panel consolidates core information and shortcuts:

Lender Details: Headquarters address, branch count, years in operation.
Performance Data: Performance tier, date established, active licenses.
Quick Actions: Push to CRM, Discover to check the Lender Rankings Board to see how they compare against peers, and mark as Favorite.

CRM Push Details

When you trigger a CRM Push from a Lender 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.

{
  "nmls_id": "418440",
  "timestamp": "2025-11-12 19:12:03",
  "mmi_user": "sarah@mmi.io",
  "type": "Lender",
  "address": "One Credit Union Plaza, Corning, NY",
  "fastfacts": "https://new.mmi.run/lenders/418440",
  "name": "Corning Federal Credit Union",
  "sum_fourteen": 2297,
  "purchase_fourteen": 92109457,
  "refi_fourteen": 104289175,
  "heloc_fourteen": 130587986,
  "newconstruction_fourteen": 1672000,
  "constructionloan_fourteen": 50580032,
  "nonqm_fourteen": 13791972,
  "conv_fourteen": 198599589,
  "va_fourteen": 174000,
  "commercial_fourteen": 4741685,
  "querystring": ""
}

What Each Field Means:

General Information

nmls_id: The unique NMLS identifier for the lender.
timestamp: Date and time when the CRM push occurred.
mmi_user: The MMI user who initiated the push.
type: Always "Lender" for this payload type.
address: The lender’s primary business address.
fastfacts: A direct link to the MMI FastFacts profile for that lender.
name: The lender or institution’s full name.

Production Metrics (14-Month Rolling Totals)

MMI’s “Sum Fourteen” fields represent a rolling 14-month production window, giving a more complete view of recent lender activity.

sum_fourteen: Total loan count over the last 14 months.
purchase_fourteen: Total purchase loan volume over 14 months.
refi_fourteen: Total refinance loan volume over 14 months.
heloc_fourteen: Home Equity Line of Credit (HELOC) volume (14 months).
newconstruction_fourteen: New-construction loan volume (14 months).
constructionloan_fourteen: General construction-loan volume (14 months).
nonqm_fourteen: Non-Qualified Mortgage loan volume (14 months).
conv_fourteen: Conventional loan volume (14 months).
va_fourteen: VA (Veterans Affairs) loan volume (14 months).
commercial_fourteen: Commercial loan volume (14 months).

Key Notes

All numeric values are provided as raw totals (not formatted as currency).
The Sum Fourteen system ensures data reflects the most recent 14 months, not just calendar-year activity.
The payload will soon include job_title or other optional metadata fields where applicable.

Summary

The redesigned Lender Profile puts everything you need in one place. By combining snapshots, analytics, rankings, engagement data, and branch-level performance into a single page, you can evaluate a lender’s position in the market without switching between multiple views.