Lender Beneficiary Functionality

Lender Beneficiaries are the companies named as the beneficiary in mortgage loan transactions — typically the investor or institution that receives the loan. This article explains how to search, filter, and view Lender Beneficiary data in Modex Recruit.

Note: The Lender Beneficiaries section may not be available on all accounts. If you do not see Lender Beneficiaries in your navigation menu, contact Modex Support.

Navigating to Lender Beneficiaries

Click Lender Beneficiaries in the top navigation menu. A dropdown will appear with three options:

Filters — browse lender beneficiaries using filter criteria
Search — look up a lender beneficiary by company name
Lists — manage your saved lender beneficiary lists

Searching for Lender Beneficiaries

Click Lender Beneficiaries in the top navigation menu, then select Search. Enter a company name in the search field and click Search. Results will display the company name, Volume (12 months), and Units (12 months). Click a company name to open its detail page.

Filtering Lender Beneficiaries

Click Lender Beneficiaries in the top navigation menu, then select Filters. The filter sidebar appears on the left and your results populate on the right.

Available Filters

Transaction Timeframe
Transactions
Transaction Type
Loan Type
Property Type
Reverse Mortgage
Population Type
Income Level
Census CRA
User Lists

Set your criteria and click Apply to run your search. To clear all active filters, click the three-dot menu next to Apply and select Reset Filters.

Sort and Display Options

Above your results, you can sort by Volume, Units, or Name, and toggle the sort direction. You can also change the volume display between Volume, Monthly Average, and Average Loan. Use the per-page selector to show 25, 50, 100, or 250 results at a time.

Lender Beneficiary Detail Page

Click any lender beneficiary name to open its detail page. From the detail page you can:

Add the lender beneficiary to a list using the Add to List button
Add a note using the notes icon button
Download a PDF using the download icon button

Rankings

The detail page includes a Rankings section showing the top loan officers, branches, and companies associated with that lender beneficiary, ranked by transaction volume and units. Click Show More to expand the list beyond the top 10 entries.

Metrics Tabs

The metrics panel on a lender beneficiary detail page includes the following tabs:

Mortgage Metrics — total volume, average monthly, average loan, total units, and charts by loan type, transaction type, location, property type, and reverse mortgage
Mortgage Transactions Map — a geographic view of transaction activity
Census Metrics — census and CRA data (if available on your account)

Note: Workforce, Non-QM, Real Estate Metrics, and individual Mortgage Transactions tabs are not available on lender beneficiary detail pages.

Using the Lender Beneficiary Filter in Other Searches

When filtering Loan Officers, Branches, or Companies, you can use the Lender Beneficiary filter to find originators who have transacted with a specific lender beneficiary. Enter a company name to search, then set quantitative constraints using the aggregate type options — Units, Volume, Percent, or Average — along with minimum and maximum values. You can also check And has no transactions with lender beneficiary to exclude originators who have worked with that company. Multiple lender beneficiary entries can be combined using the And / Or toggle.

For more information on filtering, see Filters and How to Stack Filters.

Lists

You can save lender beneficiaries to lists for ongoing tracking and organization. To learn more, see Lists.