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How do I search for loan officers & add them to a list?

The Loan Officer Sales Area Search makes a great starting point, as most Loan Officer searches in RETR will start here, and the search is extremely customizable for all of your RETR needs.

 

  1. Navigate to "Mortgage"
  2. Select "Find Loan Officers"
  3. Select "By Sales Area" (but note the other search options available for other search uses in the future)
  4. Select a Sales Area option (Ex. By State)
  5. Select a State & Time Period (Ex. Virginia, 12 months)
  6. Click "Show Rankings" 

From here, you can use the search results as is, or for more specific searches, use the filters to select parameters you're looking for, such as loan unit and volume, loan type, LO type, and more. In addition, you can sort the results to change the display order, and change the number of results displayed. 

 

Adding loan officers to a list

To add these loan officers to a list, use the checkboxes on the lefthand side of the results, and then click on one of the green "Save to List" Options 

  • Clicking on the bulleted list icon - this will automatically save the loan officers to the last list used
  • Clicking on the arrow icon - this will allow you to view other lists to select, or create and name a new one. 

Once you have selected a list, the system will ask you to confirm that you would like to add the loan officers, and then will provide a link to view the list once the loan officers have been added. You can also view any loan officer Saved Lists under Mortgage > Saved Lists or by using this direct link. 

You can also add a LO to a list directly from their profile! This option is available on the lefthand side at the bottom of the LO highlights. Typically it will say "+ Add to Default LO List" or the name of the last list that you added LOs to. You can also use the arrow to the right of this button to select a different list to add to.

 

How to find mortgage brokers:

Once you've clicked "Show Ranking" and have loaded your search results, under the “Experience etc” filter, you can choose “Broker” under the “LO Type” option. This will give you only brokers in the sales area you selected. You can then sort your results as needed, as well as add LOs to your lists, and export as needed (for those with the LO Recruit add-on).

 

To learn how to export a list, see this article. Note: In order to export LOs, you will need the LO Recruit Add-on feature. See this article for more information.