Filters

The Filters page is Modex Recruit's primary tool for finding loan officers and real estate agents that match your specific criteria. This article explains the filters available, how to apply and reset them, and how to customize your search results.

Accessing Filters

Click Loan Officers or Real Estate Agents in the top navigation menu.
A dropdown menu will appear. Click Filters.
You will be taken to the Filters page. The filter sidebar appears on the left and your results populate on the right.

The filter sidebar contains collapsible sections organized by category. Each section can be expanded or collapsed by clicking on it. When a filter within a section is active, a green dot appears next to the section name.

Scroll through the sidebar to view all available filter options for the entity type you are searching.

Applying Filters

Expand the filter sections you want to configure and set your criteria.
Click Apply at the bottom of the sidebar to run your search. Your results will refresh automatically.

Note: Filters do not apply automatically when you change a value — you must click Apply to update your results.

Resetting Filters

To clear all active filters and start a new search, click the three-dot menu next to Apply at the bottom of the sidebar and select Reset Filters. This will remove all selected criteria and refresh your results.

To reset a single filter without affecting others, click the three-dot menu within that filter section and select Reset Filter.

Loan Officer Filters

The following filters are available when searching Loan Officers:

Transaction Timeframe — Sets the date range for all production-based calculations. This filter is always active and cannot be removed, only changed.
Boundaries — Filter by drawn geographic boundary regions. Toggle results to Inside Boundary or Outside Boundary.
Office Location — Filter by city/zip radius or by states. Toggle between Within Radius and Inside/Outside States modes.
Transactions — Set a min/max range for total production. Toggle the aggregate between Units, Volume, and Average.
Attributes — Filter by specific profile attributes. Toggle Has or Doesn't Have for each selected attribute.
Transaction Type — Filter by transaction type (e.g., purchase, refinance) with a min/max range and aggregate options.
Non-QM Production — Filter by Non-QM loan production. Available only on accounts with Non-QM data enabled.
Loan Type — Filter by loan type (e.g., conventional, FHA, VA) with a min/max range and aggregate options.
Property Type — Filter by property type with a min/max range and aggregate options.
Forward/Reverse Mortgage — Filter for forward or reverse mortgage production with a min/max range and aggregate options.
Bank/Brokered — Filter for banked or brokered loan production with a min/max range and aggregate options.
Year Built — Filter by the age of properties in the loan officer's closed loan book. Choose one or more buckets (Present – 2 Years, Last 2 – 5 Years, Last 5 – 10 Years, 10+ Years) and set a minimum threshold. See Year Built for more details.
LTV (Loan-to-Value) — Filter by the LTV distribution of the loan officer's closed purchase loans. Choose one or more buckets (Less than 80%, 80–100%, 100%+) and set a minimum threshold. See Loan-to-value (LTV) for more details.
Lender Beneficiary — Search for a specific lender by name. Set a min/max range or check And has no transactions with lender beneficiary to exclude that lender. When multiple criteria are added, toggle And / Or combine logic.
Transaction States — Filter by the states where the loan officer has closed transactions. Toggle Inside States or Outside States.
Modex Score — Set a min/max range for the Modex Score.
License — Filter by Federal Registration or State License. For state licenses, select one or more states and toggle All Selected or Any Selected.
Licensed Employment History — Set a min/max range for total years of licensed employment history.
Employment Status — Filter by Licensed and Employed, Licensed and Not Employed, or Not Licensed.
Years At Current Employer — Set a min/max range for time at the loan officer's current employer.
Company Type — Filter by company type (Lender, Depository/Bank, Credit Union, or Broker). Toggle Is or Is Not. When multiple criteria are added, toggle And / Or combine logic.
Company — Search for a specific company by name. Toggle Employed or Not Employed.
Branch Manager — Toggle Is Branch Manager or Not Branch Manager.
Contact Data — Filter by available contact types (e.g., Mobile Phone, Work Email, LinkedIn). Toggle All Selected or Any Selected. Available only on accounts with Contact Data enabled.
Census Tract Majority — Filter by majority demographic of the census tracts where the loan officer has closed loans. Available only on accounts with Census data enabled.
Census Income — Filter by income level of census tracts. Available only on accounts with Census data enabled.
Census CRA Criteria — Filter by CRA designation of census tracts. Available only on accounts with Census data enabled.
User Lists — Filter results to only loan officers within (or excluding) one of your saved lists. Toggle Within Selected or Exclude Selected.

Real Estate Agent Filters

The following filters are available when searching Real Estate Agents:

Transaction Timeframe
Boundaries
Transactions
Property Type (MLS)
Transaction States
MLS Organization
Census Tract Majority — available only on accounts with Census data enabled
Census Income — available only on accounts with Census data enabled
Census CRA Criteria — available only on accounts with Census data enabled
User Lists

Adding Multiple Criteria to a Filter

Many filters support multiple criteria rows. Click the three-dot menu within a filter section and select Add to add another row. By default, all rows use AND logic — the loan officer must match every row. The Lender Beneficiary and Company Type filters include an explicit And / Or toggle when more than one row is added.

Sorting and Display Options

Above your results, you can control how results are sorted and displayed:

Sort By — Sort results by Volume, Units, Modex Score, NMLS ID, First Name, or Last Name. Click the arrow button to toggle ascending or descending order.
Volume / Monthly Average / Average Loan — Toggle the dollar figure displayed per result row.
Per Page — Choose to display 25, 50, 100, or 250 results per page.

Map View

On the Filters page, you can toggle between a list view and a map view of your results. Click Map View in the top bar above your results to switch. Click List View to return to the default view.

When Map View is active and you have an Office Location filter configured, you can enable Search as map moves to dynamically update results as you pan the map.

Saving Your Filters

To save your current filter criteria for future use, click the three-dot menu next to Apply and select Save Filters. Saved Filters are available for Loan Officers only. For more information, see Managing and Using Saved Filters.