This release goes far beyond simply expanding our dataset—it unlocks new strategies for lender growth, recruiter targeting, and relationship development across the housing lifecycle.
Realtor Insights Are Here
MortgagePro 4.0 introduces a suite of new tabs and functionality that brings agent-level intelligence directly into your workflow:
- Realtor Profile: Explore top-producing agents, segment by builder, and access key contact information
- Lender & Buyer Realtor: View side-by-side comparisons of lender/loan officer and broker/agent production
- Lender & Listing Realtor: Discover lender relationships from the listing side of the transaction
- Listing & Buyer Realtor: Uncover crossover between agents listing homes and those bringing in buyers
- Subdivision & Realtor: Drill down to the subdivision level to analyze local agent relationships
- Realtor Capture Detail: Identify buyer agents with low lender loyalty to surface new business opportunities
How It Works—And Why It Matters
Each of these new tools is built to answer real-world questions for lenders and originators:
Target High-Value Realtor Relationships
Using the new Realtor Profile and Realtor Contact views, users can segment by builder or office and instantly understand which agents are closing, which builders they work with, and what their loan-type mix looks like (e.g., new sale, resale, REO). This makes business development plug-and-play—with contact info right at your fingertips.
Uncover Referral and Capture Rate Patterns
The Lender & Buyer Realtor and Lender & Listing Realtor tabs show you how loan officers and lenders align with agents and brokerages. Toggle between views to assess production volume, referral strength, and where lender loyalty is highest (or lowest).
Zoom in at the Subdivision Level
Unlike other platforms, MortgagePro 4.0 lets you drill all the way down to individual communities. The Subdivision & Realtor view lets you see which agents are active within a specific builder’s neighborhoods—enabling hyperlocal outreach and competitive intelligence.
Generate a Smart Lead List Instantly
The Realtor Capture Detail tab is a game-changer. Set custom thresholds (e.g., agents who send <35% of deals to one lender) to find high-volume buyer agents who aren’t yet loyal to a single partner. Use filters like loan type (FHA, VA, jumbo, nonconforming), product type (condo, new sale), or buyer demographic to match agents with your best-fit products.
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MortgagePro helps mortgage professionals unlock new construction and resale opportunities with unmatched visibility into agent and lender relationships. Whether you’re looking to grow referral business, recruit top originators, or optimize your market share strategy, MortgagePro delivers the data to do it smarter.
