How many of your past clients closed with another lender?

Enter your NMLS number to generate your audit report. You'll see 8 years of closed-loan history, a lost-client list (clients who refinanced or got a new loan without you), and your best opportunities right now: refi-ready clients, pre-movers, and active buyers.

Enter Your NMLS Number ๐Ÿ‘‡

๐ŸŽฏ 98.7% accurate. Results in minutes.

4.9
from 1,189 Reviews
Customer reviews
Loan Officer Production Report Dashboard Preview

What's inside your audit report

8-Year loan history

Get a complete picture of your production โ€” organized, and ready to show how you've evolved. See your closed transactions, portfolio growth, and year-over-year performance at a glance.

Generate My Audit Report
My Past Closings dashboard showing 8 years of transaction history
Lost Deal notification showing a client who closed with another lender

Lost client report

Identify clients you financed who came back to the market and closed with another lender. Track exactly how much business you lost โ€” and what it means in dollars.

  • Transactions that could have been yours
  • Clients with the right timing and outreach
  • Data pulled directly from public records
Unlock My Lost Report
Pre-mover list with likelihood scores

Predictive Pre-movers

๐Ÿ”ฎ Next 6 Months

See how many past clients may qualify for a refinance today. Prioritize outreach with a focused list so you can spend time on the most realistic wins first.

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Refinancing savings calculator showing $235/mo savings

Refinance opportunities

๐Ÿ’Ž Right Now

Unlock clients most likely to move in the next 6 months. Get ahead of the market with a list built for proactive outreach, so you're contacting clients before they start talking to other LOs.

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Active buyer cards showing clients currently shopping for homes

Active buyers

๐Ÿ”ฅ Shopping Now

Unlock clients actively shopping for homes today. Timing matters. This section helps you reach out while intent is highโ€”when your call can actually change the outcome.

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I used to find out a client bought with someone else โ€” now I get a heads-up before they even list. Two deals last month came directly from myhomeIQ alerts.

โ€” Jennifer K., Senior Loan Officer

HOW IT WORKS

Get your audit report in 3 steps

1

Enter your NMLS number

Just enter your unique NMLS identifier โ€” we'll do the rest.

2

We generate your audit report

Provide an email to verify you're the owner. Your personalized report will be generated instantly.

3

Review your production insights

Explore your 8-year history, lost deals, and unlock actionable intelligence.

Frequently asked questions

Most reports generate in minutes.

Just your NMLS number.

Your 8-year closed-loan history, plus dashboards for lost clients, refinance opportunities, pre-movers, and active buyers.

Yes โ€” you can unlock additional opportunity lists like pre-movers and active buyers.

Find the clients you're about to lose โ€” and the ones you can close next.

Free report
8 Years of data
Instant results and insights

Enter Your NMLS Number ๐Ÿ‘‡

๐ŸŽฏ 98.7% accurate. Results in minutes.

4.9
from 1,189 Reviews
Customer reviews