This is a step by step guide on how to use the Broker Profile inside Mortgage MarketSmart to analyze broker performance, compare them to the market, and export data.
In the Broker Profile Dashboard, you can view origination data for individual or groups of brokers.
Use Cases
There are a lot of ways to use this dashboard, including:
Viewing loan data for brokers you work with
Viewing loan data for brokers you want to work with
Finding brokers working with your target segments
Understanding a broker's partners—LOs, lenders, real estate agents, etc.
And more
Here's how to use this Broker Profile Dashboard.
1. Open the Broker Profile
From the Welcome screen, click the Profiles tile
Click the three lines (menu icon) at the top to open the left-side menu
Click it again if you want to hide the menu
Click Broker Profile
2. Select Your Market and Time Period
Select a Market (example: Atlanta)
Select a Time Period (example: 2025)
The table will now display broker data for your selected market and year.
3. Review the Broker Comparison Table
Under the Broker Selector, you will see the top brokers for your selected market and time period
The table includes:
Broker names and locations
Production in units and dollars
Average loan sizes
Percent of production in MCTs (Majority Minority Census Tracts) and other categories (BCTs, HCTs)
Percent of production in LMI (Low to Moderate Income) Census Tracks
4. Analyze Production Mix
Review the breakdown of production mix:
Relative to purchase, refinance, and equity units
Relative to purchase, refinance, and equity dollars
5. Additional Broker Metrics
Check the percent of government and conventional loans (e.g., conforming, jumbo)
Review LTV (Loan-to-Value) ratios
See the number of loan officers, lenders, and agents worked with
6. Export the Broker Table to Excel
Hover your mouse over the table
Go to the top right corner of the table
Click the Share button
Select Excel to download the file
7. Research a Specific Broker
Go to the Broker Selector dropdown at the top
Select a broker (example: Nexa)
Click Apply
The dashboard will now show data specific to that broker.
8. Review the Activity Tab
Go to the Activity tab to see production units and dollars for the selected broker
Analyze breakdowns by transaction type, loan type, and census track type
9. Review the Relationships Tab
Check the Relationships tab for:
Loan officers worked with in Atlanta for 2025
Lenders and agents involved
10. Use the Loans Export Tab
Access the Loans Export to view detailed records (e.g., addresses, mortgage amounts, LTV, interest rates)
Additional information includes lender name, seller name, and buyer name
11. Save Loan Records
Similar to broker information, save loan records by clicking the share button and selecting Excel
12. Final Check
Before finishing check:
Market selected correctly
Time period selected
Broker selected (if needed)
Activity tab reviewed
Relationships reviewed
Loans Export reviewed
Excel file saved (if needed)
Broker cleared (if switching to another)
You are now ready to analyze broker performance and compare results within Mortgage MarketSmart.