Learn how to view mortgage loan officer (MLO) or lender originations on a Mortgage MarketSmart map.

To start, let's click on the "View LO or Lender Originations" tile, which will bring you to a blank map but will prompt you with a pop-up window to choose the type of information you’d like to see.

Note: This is similar to the HMDA market share report tile, but with a different data source. Instead of HMDA, this tile uses the County Recorder as its source of origination data.)

As an example, let's input "Wells Fargo 2022 purchase" and select the date range of last year.

Next, choose Wells Fargo under lenders and select "purchase" as the transaction type. If you want to see the same information as the HMDA share report, you would choose "share" and select "total lender loans" as the metric.

The location type should be set to "census tract" and we can choose our geography. We'll use San Francisco in our example.

After saving the settings, we zoom in on the map to see the census tracts where Wells Fargo originated the most purchase loans in 2022.

Now, let's try something different. Go back and add a new layer. Click on the tile again and name it "Wells Fargo 2022 purchase."

Select the same settings as before but instead of choosing "share," select "points."

As an example, choose San Francisco as the location again.

After saving, the map will visually show where Wells Fargo originated loans using circles or dots to represent each loan, color coded by loan size.

Clicking on a circle reveals details such as the property address, loan officer, lender (Wells Fargo in our example), sales price, and mortgage amount. This allows us to visually analyze loan originations in the San Francisco market.

That's how you use the View Lo or lender originations and market share tile.