FEATURE

Geographic filtering

Filter loan officers, branches, and companies based on where their office location is. Filter real estate agents based on where they primarily do their business. Geographies that can be filtered on include: Region, State, MSA, County, City, and Zip code.

Add multiple geographies together to create territories. Exclude certain geographies to ignore people and companies in specific areas.

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Non-QM Data

Identify loan officers doing non-QM business by looking at which lender funds their transactions. Go another step beyond and remove loan officers you already do business with.

Producing loan officer headcount

Look beyond total loan officers at a branch or company and understand how many of them are actually producers. This is especially helpful with credit unions, banks, and depositories.

Dedicated account executive

During your relationship with Modex you will have one Account Executive as a point of contact for billing, support, onboarding, and any of your other needs.