Local Mortgage Market Playbook
Local market data you can turn into real opportunity
A county mortgage market report to share with realtor partners: who's buying, who's lending and which ZIP codes to work. Plus a 90-day plan.
Seven-page PDF for one county. One-time purchase.
Sample report
What's inside
Size your market. See your competition. Pick your ZIP codes.
Mortgage market share, purchase activity and opportunity by ZIP, on seven pages.
PAGES 1–2 / THE MARKET
Size your market
The households, owners and renters who could need a mortgage, plus an executive summary.
PAGE 3 / MORTGAGE ACTIVITY
Read the lending trend
Purchase and refinance volume, loan types and how the mix is shifting.
PAGE 4 / PURCHASE BY ZIP
Find where buyers close
Purchase loans by ZIP code. Farm where buyers are closing.
PAGE 5 / COMPETITION
Know who's winning purchase
The lenders leading purchase volume in your county, and their market share.
PAGE 6 / OPPORTUNITY
Pick your ZIP codes
Households compared with lending activity, ZIP by ZIP. Focus where the gap is widest.
PAGE 7 / ACTION
Get a 90-day plan
Specific moves with borrowers, agents and builders.
Sample report
Download the sample playbook.
Polk County, IA, all seven pages. Loan officer names are masked. Everything else is real.
Before you order
Common questions
Who is the Local Mortgage Market Playbook for?
Loan officers, branch managers and mortgage teams who want one clear view of a county mortgage market: lender market share, purchase activity by ZIP and where the opportunity is. It also works as the starting point for a loan officer business plan.
What do I receive for $149?
A seven-page PDF for one county, built from HMDA data, county recorder records and Census data: executive summary, addressable market, mortgage market, purchase activity by ZIP, purchase competition, opportunity by ZIP and a 90-day market playbook.
How is the report delivered?
A secure PDF download link is emailed when your report is ready. Review the order details on MortgageData.ai before purchasing.
Does the report include borrower names or leads?
No. The playbook is market-level analysis built from public loan, property and household data. Use it to plan where and how to grow, not for individual lending decisions.
Are all figures from the same reporting period?
No. The report combines sources with different reporting periods. Check the source and date attached to each view when comparing findings.
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Secure checkout on MortgageData.ai · PDF delivery · Exact source dates in every report
Most complete
Local Mortgage Market Playbook
One county. ZIP-level insight. A focused plan for local growth.
$149 per county
County + ZIP
Choose a countySee a sample report →Inside the report
7 pages of actionable insights
01
Executive summary
02
Addressable market
03
Mortgage market analysis
04
Purchase activity by ZIP
05
Purchase competition
06
Opportunity by ZIP
07
90-day market playbook
VA & Veteran Market Report
Size the VA market, map the competition, find the whitespace.
$99 per county
County + ZIP
Choose a countySee a sample report →Inside the report
4 pages of actionable insights
01
Size the market
Veteran and active-duty residents by generation and ZIP, with eight years of VA lending.
02
Map the competition
Top VA loan officers and funders, and the retail and broker mix.
03
Find the whitespace
ZIP codes where VA lending runs below the county rate.
04
Act on a 90-day plan
With every source and through-date.
Market Opportunity Report
Loan officer production and county rank by NMLS ID, plus a 90-day plan.
$59 per report
County, by NMLS ID
Enter an NMLS IDSee a sample report →Inside the report
2 pages of actionable insights
01
Where you stand this month
Rank, biggest opportunity and the officer to stay ahead of, from recorder and HMDA records.
02
County board and 90-day plan
Who's winning your county, plus a focused plan. Also used by managers to check a candidate.
Subscriber bonus
Earn monthly report credits you can put toward any report purchase.
Prefer to buy one at a time? Individual purchases are always available, with no subscription or account needed.
Need several reports, a custom market or team access? Reach us at sales@polygonresearch.com.
Local Mortgage Market Playbook
Get your county playbook.
Market share, purchase activity by ZIP and a 90-day plan.
Seven-page PDF · $149 per county · One-time purchase