In Mortgage MarketSmart's LO and lender report tool, you can view breakdowns by LMI, MMCT, loan type, and loan size.

Here are the steps you need to take:

Step 1: Start with your DashBoard

Step 2: Then click on the Top LO and Lender Report to proceed with the next step

Step 3:

  • In the next step, we will select a MSA or a Market

  • Select your preferred Location to continue

  • Once you've selected a Location, Click Save to proceed

Step 4:

  • Select the Date Range > Apply to see who are the Top Loan Officers are in your Market

  • Then, Click on Loans to view the Updated Top Loan Officers Table

(In This Table you will be able to see the TOP LOs with their NMLS IDs, Companies, etc.)

Step 5:

  • Select from the Breakout Category (Transaction Type, Loan Type, Property Type, LMI or MMCT)

  • After Selecting the Breakout Category ( For this video, We selected MMCT), Click on Refresh Data to Update the Table

  • Click on Hide Filters to hide the filter search options above.

  • You can now view the updated Top Loan Officers Table

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