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LO Recruit

Make recruiting decisions simple.

LO Recruit identifies the right loan originators for your branch, forecasts their revenue potential, and generates personalized outreach you can use right away.

Subscription
$299/mo
Per branch
Intelligence
Included
Agent Intel access
Placement fees
$0
On every hire
A branch manager at her laptop with LO Recruit open: branch production charted with and without Larry Smith from September 2023 to June 2025, beside $3.2M of past production and $24.0M projected.

The recruiting problem

Spend less time building lists. More time recruiting.

Branch managers spend too much time working out who to recruit and too little time actually recruiting. Without a clear, data-driven way to identify, evaluate, and approach them, high-value producers get missed.

01

The right candidates are hard to surface

Static lists do not show which producers fit the branch, geography, or growth plan today.

02

Production alone does not show the opportunity

Branch leaders need a clearer way to evaluate a candidate's momentum and possible impact before making an offer.

03

Generic outreach slows the first conversation

Without relevant production and relationship context, every email, text, and call starts from scratch.

Discover + follow

Follow before you recruit.

We match LOs in your market to your branch by production, geography and fit. Follow them to keep tabs on their daily activity, production, ranking and pace.

  • Match by production, geography, product mix, and fit.
  • Follow daily changes in ranking, volume, and pace.
  • Keep the reason each candidate matters visible to the team.
The LO Recruit intel feed, Sep 18: a Comparison card putting Larry Lender of ABC Loans above 92% of California loan originators, a Pace Increase for Diana Novak, and Larry's card: 12 loans, $1.5M median.

Project

Project their revenue impact.

Drop a candidate into your branch and see the projected production impact for the past 12 and next 12 months, before you make the offer.

  • Compare branch production with and without the candidate.
  • Put individual production in the context of the whole branch.
  • Use the estimate as a decision aid before making the offer.

Projections are based on historical production trends and are estimates, not guaranteed results.

The LO Recruit evaluation of what branch production would look like if Larry joined twelve months ago: eight quarters charted with and without him, $3.5M against $4.9M up to $14.1M against $17.8M.

Convert

Convert with context.

Email, SMS and call scripts, powered by the LO's real volume, product mix and trend. We know if you already know them, and rewrite accordingly.

  • Ground outreach in real production and product-mix signals.
  • Adapt the opener when relationship context is available.
  • Review and personalize every draft before it is used.
An LO Recruit outreach template AI-generated from ListReports transaction data: an email telling Lisa her transaction raised twelve-month production 23% to $1,963,900, beside SMS and call scripts.

Frequently asked questions

What to know before using LO Recruit.

How is LO Recruit different from Model Match?
Model Match is a data product. The $199/mo Premium tier adds a pipeline and a CRM push, and that's the entire recruiting story. LO Recruit adds three things Model Match has no equivalent for: AI-written outreach across email, phone, and SMS grounded in the LO's actual production, a branch evaluation module that projects a hire's production impact, and daily narrative intel — not just a sortable list.
Does LO Recruit charge a placement fee like Modex?
No. Modex layers a success-based placement fee — basis points × months × the LO's monthly production — on top of subscription. A single hire at $1M/mo production at 10 bps for 12 months comes to $1,000/mo, or $12,000 for the year. LO Recruit charges zero on every hire, and it's bundled with your ListReports membership.
What is the AI outreach actually grounded in?
The LO's actual production data — pulled from ListReports — including total volume, product mix, geography, recent trend, and whether the LO is rising or fading in your market. The model also knows whether you already have a relationship with them, and rewrites the opener accordingly. Output is three formats per candidate: email, phone script, and SMS.
Who is LO Recruit built for?
Mortgage branch managers who actually own the recruiting outcome at a ListReports lender — not enterprise data teams, not solo LOs shopping for cheap data. If you're the person who has to find the candidate, value the hire, and make the call, LO Recruit is built for the three things you actually do that day.
How are branch-impact projections calculated?
The evaluation view uses historical production trends and the selected branch context to model how a candidate could affect production. Projections are estimates intended to support evaluation, not guaranteed results.
How does Agent Intel fit into LO Recruit?
Agent Intel supplies the production and relationship intelligence behind the recruiting workflow, and is included with LO Recruit for the branch manager experience.