LO Movement & Production Widget

The Loan Officer Movement & Production widget provides a comprehensive view of talent retention and recruitment efficacy on lender profiles. This widget helps you track loan officer movement — both arrivals and departures — alongside the volume those officers produce, making it easier to assess lender stability and growth patterns.

Where to Find the Loan Officer Movement & Production Widget

Navigate to any lender profile page. The Loan Officer Movement & Production widget appears as a dedicated section on the profile, displaying key metrics and trends for that specific lender.

How the Loan Officer Movement & Production Widget Works

The widget tracks loan officer movement and volume changes within your selected time frame. It is organized into two views: a top row of headline metrics showing the lender's current state, and a bottom row breaking down the loan officers who joined and those who departed during the period.

Key Metrics Displayed

Top row — headline metrics:

• Active loan officers — Current count of active loan officers at the lender, with the start-of-period count for comparison
• Volume from sponsored LOs — Total loan volume from loan officers currently sponsored by the lender, compared against the prior period
• Volume from retained LOs — Loan volume specifically from loan officers who remained with the lender across the full period

Bottom row — movement breakdown:

• Loan officers hired — Count of loan officers who joined the lender, their volume at their previous lender, and the volume they produced after joining
• Departing loan officers — Count of loan officers who left the lender, the volume they produced before leaving, and the volume they've produced at their new lender

Adjusting the Time Frame

Use the time frame selector in the corner of the widget to change the period for your analysis. The widget will automatically update all metrics to reflect the selected time range and recalculate hiring and departure figures based on that period.

Understanding the Data

The hired vs. departing breakdown helps you quickly evaluate recruitment efficacy. By comparing volume at the previous lender against volume produced after joining, you can see whether new hires are ramping up or losing momentum. Similarly, volume produced before leaving versus volume at the new lender shows you what the lender lost and what those officers are now producing elsewhere.

The retained loan officer volume helps you understand how much of the lender's business comes from their stable workforce versus the churn of arrivals and departures.

This widget gives you the essential information needed to evaluate lender stability, recruitment effectiveness, and overall market position at a glance.