Title

Understand who your referral partners are working with when they’re not working with you.

Geographic filtering

Filter loan officers, branches, and companies based on where they office. Geographies include: Region, State, MSA, County, City, and Zip code.

Heatmaps

View loan officer, branch, company, real estate agent, and lender beneficiary transactions on a heatmap to understand their distribution of business. Filter by geographic to see where transactions are happening within a certain area.

Knowledge base

A robust and growing knowledge base allows you to quickly find answers while navigating the platform. View support articles, live chat, or email Modex Support all without having to leave the page you're on.

Licensing coverage

Modex has absolute, 100% coverage of all loan officer, branch, and company licensing data nationwide.

Loan officer, branch, and company linking

Easily navigate the hierarchy of a company by navigating from a loan officer to a branch and then a branch to a company.

Map view

View the location of loan officers, branches, and companies on a map! See the boundaries you've selected.

Loan Officer Filtering

Filter more than 1.5m loan officers by more than 20 filters. Results are displayed in milliseconds to help you find your ideal candidate/prospect quickly.

Modern technology

Modex is built on modern technology that allows us to deliver an enormous amount of data to our clients in milliseconds. This same technology allow us to rapidly build and deploy new features and functionality.

Mortgage transaction coverage

Mortgage data on more than 95% of the US population with additional counties of coverage being added as they become available.

Multiple filters

Add multiple filters to further narrow your criteria. Examples includes multiple boundaries, removing multiple companies, and more!

Self managing user access

Multi-seat subscriptions have the flexibility to self-manage their user access. Easily add, change, and revoke access.

Sorting

Sort filtered results by name, NMLS ID, volume, units, and Modex Score.

Unit, volume, and percent details

View both mortgage and real estate production by units, volume, and average.

Unit, volume, percent, and average filtering

Various filters support filtering by volume (dollar amount), units, percent of business, and average transaction amount.

Audit Log and Activity Tracking

Receive daily emails of changes to user access. View all your users and when they were last active in the platform.

Compliant Data Usage

Modex ingests data from a variety of sources and works hard to not only ensure that data permissible use is followed, but ensuring the data comes from reputable, reliable vendors.

Customer Driven Functionality

Some of our best features and functionality have been from feedback from customers. We encourage all our clients to provide us feedback on what they want to see in our platform!

Data QA/QC

Modex takes already high quality data and puts it through our own quality assurance and quality control processes to ensure out clients have the highest quality data available. Our internally processed data is then sent back to our data providers to ensure that we have a strong working relationship.

Excluding Filter

Not only can you look for specific results in filtering, but you can also exclude specific results. Exclude certain geographies, companies, and loan officer attributes.

Mortgage Branch and Company Filtering

Filter branches and companies by dozens of filters to find acquisition targets and competitors similar to you. Example filters include: location, transaction type, headcount, and more!