How to Find Newly Licensed Loan Officers in RETR

 You can find newly licensed loan officers (LOs) in RETR by using the “Newly Licensed LOs” filter in the Mortgage section. Filter by state and license date to find new LOs in your market and reach out before other recruiters do. 

How to Search for Newly Licensed Loan Officers

Step 1: Go to the Mortgage section
Click the Mortgage tab in RETR.

Step 2: Select Loan Officers
Choose “Loan Officers” from the options.

Step 3: Turn on the Newly Licensed LOs filter
Click the “Newly Licensed LOs” filter.

Step 4: Choose a state and license date
Pick your state, then set the license date filter to a time frame, such as “Last 30 days.” RETR will show the loan officers licensed in that state during that time.

Example: A search for Virginia with “Last 30 days” returned 759 newly licensed loan officers.

How often is newly licensed loan officer data updated?

RETR updates newly licensed loan officer data and Nationwide Multistate Licensing System (NMLS) data weekly, on Tuesdays.

How to Filter Out Federally Registered Loan Officers

Federally registered loan officers work for federally regulated banks. They can work in any state, so they may not be tied to your local market. To focus on state-licensed LOs:

1. Open the “Bank Type” filter.
2. Exclude federally registered loan officers.

Example: In the Virginia search, removing federally registered loan officers narrowed the list from 759 to 83.

How to Find Loan Officers Without Company Sponsorship

To find newly licensed loan officers who aren’t affiliated with a company yet:

1. Open the “Sponsorship” filter.
2. Select “Not Sponsored.”

Example: In the Virginia search, this filter showed 6 newly licensed loan officers who weren’t working with a company yet. These are strong candidates for recruiting outreach.

How to Contact a Newly Licensed Loan Officer

When a loan officer isn’t sponsored by a company yet, the phone number listed is usually their personal cell phone, so you can contact them directly.

1. Click the loan officer’s name to open their profile.
2. Review their NMLS details to confirm their licensing status.
3. Click the LinkedIn search button to look at their professional background before you reach out.

Note: You need the LO Recruit add-on to view and export loan officer contact information. Learn more: What Is the LO Recruit Add-on in RETR?

Tips for Recruiting Newly Licensed Loan Officers

• Check LinkedIn: Look for recent posts or job changes for more context.
• Check area codes: Use them to tell local contacts from out-of-state contacts.
• Reach out early: New LOs are often still exploring their options and may welcome guidance.