First, navigate to the Mortgage tab, and select “Find Companies/Branches”.
There will be several available search options, such as by name or by map search. For the widest search range, we recommend using the “Companies (Including Branches)” search option under “Rankings & Market Shares”.
Next, select a Sales Area option (Ex. By State). Select your specific sales area & time period (Ex. Virginia, 12 months) and Click "Show Rankings".
You can then utilize the sort and filter options to narrow your search down further to whatever parameters you choose. You can not add these search results to a list, but you can export selected items. (Currently, there is no option to push these to your CRM).
If you’re interested in searching brokerages/broker offices:
After clicking “Show Rankings”, under the “More” filter, you can choose “Broker” under the “Office Type” option. This will give you only broker offices in the sales area you selected. You can then sort your results as needed, as well as export line items.