This is a guide on how to use the Lender Profiles tool in Mortgage Market Smart.
1. Open and Navigate the Lender Profiles Tile
From the login welcome screen, click the Profiles tile
Once it loads, click the three lines next to the Market Smart icon to create more real estate on the screen
Click on Lender Profile
2. Select Markets, Time Periods, and Demographic Filters for Your Lender Analysis
Click on the lender profile option
Choose your market (example: Atlanta)
Select your time period
You can narrow by:
Specific counties
Low-to-moderate income (LMI) census tracts
Majority minority census tracts
Banks, credit unions, or IMBs
3. View and Compare Top Lenders Using the Lender Selector Table
Go to the lender selector to see the top lenders in your chosen market and time period
View data such as:
Number of loans, loan share, loan rank
Volume, volume share, volume rank
Average loan size
Scroll right to see:
Distribution across majority minority census tracts
Distribution across LMI and CRA census tracts
Purchase vs. Refi vs. Equity breakdown (units and dollars)
Government vs. conventional loan mix
Number of loan officers, brokers, listing agents, and buyer agents
4. Export Lender Performance Data to Excel for Reporting and Analysis
Click the share button to export
Choose Excel for the best format
After opening, go to File → Save As, and rename the file with:
Market (e.g., Atlanta)
Year-to-date timeline
Clear description of what the report contains
5. Identify and Review Relationship Networks for a Selected Lender
Use the Select Lender of Interest dropdown
Example: choose Delta Community Credit Union, then click Apply
Go to the Relationships tab to see:
Loan officers
Listing agents
Buyer agents
Builders associated with that lender
6. Access and Save Loan-Level Details for Deeper Market Evaluation
Go to Loans Export to view all transactions
Save loan-level data for deeper analysis—useful for identifying potential candidates for refi
7. Apply Global Filters to Narrow Your Lender or Loan Search Results
Apply any top global filters such as LMI
Example: Selecting LMI shows 284 transactions in LMI census tracts
You can remove filters anytime using the filter slash button to return to the main top lender table
8. Reset Filters and Return to the Main Top Lenders Table
Clear the selected lender or filters to get back to the original top lenders list
Use Cases
There are a lot of ways to use this dashboard, including:
Viewing origination data for your organization
Viewing origination data for competitor lenders
Finding competing LOs who perform well in your target segments as a hiring strategy
Discovering active and successful real estate partners in your markets or segments
Identifying lender performance trends over time
Understanding a lender's diverse lending metrics
And more
Profile Filters
Here are the global filters available on the Lender Profile Dashboard. Use these filters to narrow down the data to find exactly what you're looking for. Isolate data by geography, loan type, year, transaction purpose, and more.
Geography
Filter your reports by geography. See just the specific markets you care about.
State
MSA/CBSA
County
Census Tract Type
Narrow your data down to just certain census tracts that meet the filter criteria:
CRA
LMI
MBCT
MHCT
MBHCT
MMCT
Time Period
Filter the data by a single year or by the last several years to either isolate a year or compare trends over time.
Transaction Type
Look at data for all loans, or focus on categories of loans:
Purchase
Refi
Purchase + Refi
Equity
Loan Type
Look at all loan types or narrow the data down to the following:
Conforming
Jumbo
FHA
VA
Other
Property Type
Focus on residential loans or expand the data to view non-residential as well.
Lender Type
Segment data by the lenders' categories:
Bank
Credit Union
IMB