Features

Bulk Actions

Take action on multiple items while filtering. Add multiple items to a list, unlock contact data, or request contact data.

NMLS ID Search

Easily search for loan officers, branches, and companies by their NMLS ID.

PDF Reports

Export Detail Pages as PDFs to easily share amongst managers and other team members.

Refinance Only

The "Refinance Only" setting allow you to only see refinance data in the platform. This is especially useful for those in the title industry.

Active 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.

Contact data dashboard

View Modex's progress at collecting and correcting contact data in realtime.

Combined, buy, and list side metrics

View and filter real estate data by buy and list side (combined), only list side, and only buy side.

Data transparency

Clear data on where Modex has coverage, how historical the data is, and how recently it's been updated.

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.

Display settings

Change default settings to your preferences. Don't like always seeing 12m of performance metrics? Change it to always see a different timeframe. Various default display preferences are available.

Easy clipboard

Easily grab individual metrics by clicking the clipboard icon. The clipboard icon allows you to see exact dollar amounts instead of summaries ($1,225,000 vs $1.22m).

Expanded metrics

Drill beyond the initial summary that Modex provides into all the data and metrics available.

Export history

View a history of your exported items and re-export. Very handy if you accidentally lose a spreadsheet!

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.

Lender beneficiary filtering

Identify loan officers, branches, and companies based on who they are and are not doing business. A valuable tool for those in wholesale/non-QM.

License history

View the license/registration history in a table or on a map for loan officers nationwide.

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.