Search originators with filters

Search and list individual loan originators (LOs — NMLS-registered mortgage loan officers) with filters — one row per originator. Filter by name, NMLS ID, location (state, city), employer/company, and production metrics (loan volume, units, product mix), with sorting and cursor pagination. LOCATION SEMANTICS: the state/city filters match an originator's PRODUCTION GEOGRAPHY — the markets where they actually originated loans in the selected period — not where their office or employer sits. An LO who lends across several markets matches a filter for ANY of those markets, while the state/city returned on each row reflect only their PRIMARY (highest-volume) market. So a search for city "Long Beach" can return an LO whose displayed location is a different city/state (e.g. their top market is in Arizona) — they still originated loans in Long Beach, it just isn't their #1 market. To rank originators by their volume within a specific market, sort by volume after filtering, or use the per-originator city/county/state breakdown endpoints. NEWLY LICENSED / NO PRODUCTION: an originator who is in the NMLS registry but has no production record is returned only by an identity search — nmlsId, name or namePrefix as the ONLY filter — sent with producersOnly: false. Those rows come after the rows that have production, carry hasScoredData: false, and have null production fields. Under any other filter, or without producersOnly: false, they are not returned (use getOriginator for one by NMLS id). This is the per-originator record search: use it to find specific loan officers or build a filtered LO list. (For a single originator by NMLS ID use the originator detail endpoint.) If you only need how many originators match and not the records themselves, send the same request body to countOriginators.

Authorization

x-api-key<token>

In: header

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

advancedFilters?|||

crmList?

Scope the result to the caller's CRM. Resolved against the caller's ACTIVE WORKSPACE at query time — list membership is read server-side, so the request never carries member ids. Only loan-officer members count; agents and manual (unlinked) records on the same list are ignored. mode: "in" with no matching members returns an empty page (not an unfiltered one). Errors: 400 crm_list_requires_workspace when the caller has no active workspace (API-key / OAuth callers must select an organization), 403 / 404 when a named list is not visible to the caller or does not exist, and 400 crm_list_too_large when the selected lists hold more than 50,000 loan officers in total — narrow the selection rather than get a silently partial answer.

filters?|||

flatFilters?

footprint?|array<>

Scoped market filter(s). Each entry names ONE market (city / county / state / zip / lender) and the metric bounds that must hold INSIDE it — {city:'Orlando', state:'FL', volume:{gte:15000000}} means '$15M of production in Orlando', not '$15M somewhere and a loan in Orlando'. Several entries AND together.

lenderFilters?array<>

lenderMatchMode?LenderMatchMode

Value in"and" | "or"

officeGeoPoint?

Originators whose NMLS-registered OFFICE is within radiusMiles of an anchor — the radius form of officeState / officeCity / officeZip, NOT production geography (that is state / city / county / zip / footprint). Anchor on a coordinate ({lat, lon, radiusMiles}) or on another originator's office ({nmlsId: "7206", radiusMiles: 25} — 'LOs near this LO'; that originator is excluded). Originators with no geocoded office never match. 400 when neither anchor form is complete or both are given; 404 office_geo_anchor_not_found for an unknown nmlsId; 400 office_geo_anchor_unlocated when that originator has no geocoded office.

pagination?

period?Period

Pre-aggregated period block. Rolling windows (last30Days, last60Days, last90Days, previousMonth, currentMonth) are NOT accepted here and return 400; they are supported on the loans, sales and market endpoints (list, count, breakdowns, analytics summary / time-series / chart) (see DatedPeriod).

Value in

"2017" | "2018" | "2019" | "2020" | "2021" | "2022" | "2023" | "2024" | "2025" | "2026" | "last3Months" | "last6Months" | "last12Months" | "last14Months" | "last16Months" | "last18Months" | "last24Months" | "yearToDate" | "allTime"

productMix?array<>

Whole-book product-share / volume bands for the selected period, ANDed: [{product: "fha", minShare: 30}, {product: "va", maxShare: 10}] = FHA ≥ 30% of period volume AND VA ≤ 10%; {product:"fha", volume:{gte:10000000}} = ≥ $10M of FHA. Shares are 0–100 percents of TOTAL period production across all markets (not geography-scoped), as the row's fhaPct / vaPct / conventionalPct. No bucket = 0% (fails minShare > 0, passes maxShare). Pair with units: {gte: N} so a 100% share off two loans is not a specialty.

Items1 <= items <= 10

productionGeoPoint?

Production RADIUS (statute miles, 0 < r ≤ 500): originators who originated loans within the radius of the point during the selected period — where they PRODUCE, not their office. COUNTY-LEVEL APPROXIMATION: counties whose Census centroid lies within the radius (always including the nearest) are in with all their loans; a large county whose centroid is outside is out even where its border is close. Coarser than a true radius, especially under ~25 mi. Pair with sort: [{ field: "scopedVolume" }] to rank by production inside those counties.

sort?array<>

transactionMix?array<>

Transaction-type bands, same rules as productMix: [{transactionType:"purchase", minShare:60}] = purchases ≥ 60% of period volume.

Items1 <= items <= 10

Response Body

`application/json`

curl -X POST "https://example.com/v1/originators" \  -H "Content-Type: application/json" \  -d '{}'

{
  "cursor": "string",
  "data": [
    {
      "avgLoanAmount": 0,
      "branchLocation": {
        "city": "string",
        "name": "string",
        "nmlsId": "string",
        "state": "string"
      },
      "city": "string",
      "companyCategory": "string",
      "companyName": "string",
      "companyNmlsId": "string",
      "companyStartDate": "string",
      "contact": {
        "cellPhone": "string",
        "employerAddress": "string",
        "employerCity": "string",
        "employerCompany": "string",
        "employerCompanyId": "string",
        "employerState": "string",
        "employerType": "string",
        "employerWebsite": "string",
        "employerZip": "string",
        "facebook": "string",
        "linkedin": "string",
        "officePhone": "string",
        "officePhoneExt": "string",
        "personalEmail": "string",
        "twitter": "string",
        "website": "string",
        "workEmail": "string"
      },
      "conventionalPct": 0,
      "email": "string",
      "employerCity": "string",
      "employerState": "string",
      "fhaPct": 0,
      "firstName": "string",
      "hasScoredData": true,
      "id": "string",
      "isBranchManager": true,
      "isWorking": true,
      "lastName": "string",
      "lastTransactionDate": "string",
      "licenseCount": 0,
      "licensedSinceDate": "string",
      "name": "string",
      "nmlsId": "string",
      "officeCity": "string",
      "officeState": "string",
      "officeZip": "string",
      "phone": "string",
      "previousUnits": 0,
      "previousVolume": 0,
      "purchaseShare": 72.5,
      "purchaseUnits": 0,
      "purchaseVolume": 0,
      "refinanceShare": 18.2,
      "refinanceUnits": 0,
      "refinanceVolume": 0,
      "regulators": [
        "string"
      ],
      "scopedUnits": 0,
      "scopedVolume": 0,
      "state": "string",
      "tenureMonths": 0,
      "units": 0,
      "vaPct": 0,
      "volume": 0,
      "yearsInIndustry": 0
    }
  ],
  "locationNormalizations": [
    {
      "candidates": [
        "string"
      ],
      "confidence": "normalized",
      "displayName": "Saint Louis, MO",
      "field": "city",
      "id": "city_mo_saint-louis",
      "normalized": "Saint Louis",
      "original": "St. Louis",
      "variants": [
        "string"
      ]
    }
  ],
  "total": 0,
  "totalIsLowerBound": true
}

{
  "error": "string"
}

{
  "error": "string"
}

{
  "error": "string"
}

{
  "error": "string"
}

{
  "error": "string",
  "limit": 0,
  "size": 0
}

Search originators with filters

Authorization

Request Body

Response Body

200application/json

400application/json

401application/json

403application/json

404application/json

413application/json

`application/json`

`application/json`

`application/json`

`application/json`

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