Production data helps branch managers find loan officers whose business fits their team: the right volume, loan mix, markets and agent relationships. It replaces guesswork and LinkedIn titles with a clear view of what each loan officer actually closes.
Define the fit first
Before searching, write down what your branch needs. A purchase-focused team in a first-time buyer market needs different recruits than a jumbo or refinance shop.
- Purchase share, if your platform and partners are built for purchase business.
- Loan types your company is strong in: FHA, VA, conventional, jumbo.
- States they’re licensed in, and where their office is.
- Years licensed, to balance experience with growth potential.
Read the whole profile
Volume alone can mislead. Look at transactions and average loan size together, the trend versus last year, and the agents who send them buyers. A loan officer with strong agent relationships brings a pipeline, not just a history.
Verify licenses and history
Check state licenses and employment history on NMLS Consumer Access before you make an offer, so you know where they can lend and how long they’ve stayed at each company. NMLS Consumer Access.
Approach with respect
- Lead with what your platform does for their kind of business.
- Mention something specific and public, never confidential data.
- Keep the first ask small: a conversation, not an offer.
- Respect their current employer’s policies and any agreements they have.
Broker Partner lets managers filter loan officers by office location, production, purchase share, loan type and years licensed, then open a profile with licenses, employment history and agent relationships. See how Broker Partner works.
Keep learning
Continue with the next Broker Partner guide. How loan officers find real estate agents worth partnering with