Size up a competing loan officer

A competitor’s production and the agents feeding them business.

Look up loan officer name at company in Travis County, TX: their loans and volume over the last 12 months and 90 days, and the agents they work with most.

Ask Claude Ask ChatGPT

Make it yours

The prompt updates as you type, and what you enter here fills in every other prompt that uses it.

Loan officer name Company County

How AgentBrief answers it

Rank loan officers in an areaFinds the loan officer by name.
Loan officer profilePulls production and agent partners.
Your assistant writes it upAs a table, list or summary, depending on how you asked.

You’ll need

AgentBrief connected to your assistant. Set it up
AgentBrief Pro or an active trial, with early access turned on
The loan officer data add-on
A few of your 300 daily lookups

More for loan officers

Buyer’s agents to prospect

Who are the top 20 buyer’s agents in Austin, TX with at least 5 buyside deals in the last 12 months? Show their brokerage and buyside volume.

A ranked list of the most active buyer’s agents in your market.

Ask Claude Ask ChatGPT

Agents tied to one lender

In 78704, look at the top 10 buyside agents and tell me which ones send most of their financed buyers to a single loan officer. Rank them by buyside volume.

Agents with one dominant lender relationship, which tells you who’s winnable and who isn’t.

Ask Claude Ask ChatGPT

My agent partners

Loan officer data

My NMLS ID is your NMLS ID. Who are my top agent partners over the last 12 months, and how many deals did we share?

Your strongest referral relationships, ranked by shared deals.

Ask Claude Ask ChatGPT