How can I search "Other" loan types in the RETR platform?

The "Other" loan type that appears on a Loan Officer's profile includes Non-QM loans, USDA loans, multiparcel loans, construction loans, and all other loan types outside of the standard FHA, VA, and Conv loan types. While there currently isn't an "Other" filter in the LO search results just yet, there is a way you can search for this information in the RETR platform. 

As an FYI, we are hoping to expand on the "Other" category in RETR with more specific categorization and filter options in the future, so stay tuned for that!

To find loan officers who specialize in "Other" loan types, you'll first want to perform a standard loan officer search, selecting the sales area of your choice and stopping once you have search results brought up. (For a walkthrough on getting a basic sales area search done, see this article: How do I search for loan officers & add them to a list?

Once you have a basic sales area search, use the "Products" filter to set a 5% maximum percentage for any of the standard loan types (like conventional)

When your results load, focus on the loan officers that display a high loan count, but low totals for the specific loan types (con, VA, FHA). This will indicate that most of their work likely falls in the other category. From here, you can add these LOs to lists and export as needed, as you would for any loan officer search.

More information on exporting can be found here: How do I export a list?

More information on the LO Recruit add-on, which is needed to export loan officer lists, can be found here: What is the LO Recruit Add-on?