Prospecting

Identify potential leads and reach your sales goals faster.

Unit, volume, percent, and average filtering

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

Non-QM Filtering

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.

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.

MLS Field Coverage

Multiple Listing Services provide varying levels of data. Modex provides a clear Field Coverage report to help our users understand what data we get from each MLS.

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!

Lender Beneficiary Data

Lender Beneficiary data allows Modex users to see who lenders and wholesalers are working with. Look at a lenders retail and wholesale channels to understand competition and prospects. This is also helpful for understanding a loan officer's production, such as down payment assistance.

Onboarding & Traning

Onboarding and training is customized to your needs. Our dedicated Account Executives can provide one-on-one training, group webinars, or recorded webinars to ensure your team is getting the most our of their Modex subscription.

User Interface

Our user interface is designed for ease of use and should be familiar to most users. Easily access some of the most commonly used features in just a few clicks.

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.

Workforce Data

See how many loan officers were hired or left a specific branch or company over a variety of timeframes.