There are several ways to search for an loan officers under Mortgage > Find Loan Officers, but we recommend starting with a Sales Area:
- Navigate to "Mortgage"
- Select "Find Loan Officers"
- Select "By Sales Area"
- Select a Sales Area option (Ex. By State)
- Select a State & Time Period (Ex. Virginia, 12 months)
- Click "Show Rankings"
To make sure the results are specific to your needs, we encourage you to take advantage of the additional filters available above the results. In addition, you can sort the results to change the display order, and change the number of results displayed.
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 a new one. Note: To create a new list, click "Create New List", name the list, click "Create List", and then select the newly created list to add the loan officers.
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.
To learn how to export a list, see this article.