@model-match/api 3.22.0 → 3.24.0

package/openapi.json

@@ -4496,6 +4496,11 @@
                   }
                 ]
               },
+              "namePrefix": {
+                "description": "Prefix name search: every word must start a word of the name (\"jen ro\" → Jennifer Rodriguez). No fuzzy/nickname matching; relevance-ranked unless `sort` is set. Max 100 chars / 6 words (emails, URLs, phones ignored), else 400.",
+                "minLength": 1,
+                "type": "string"
+              },
               "office": {
                 "$ref": "#/components/schemas/TextFilterValue"
               },
@@ -4734,6 +4739,692 @@
         ],
         "type": "object"
       },
+      "AgentLoanMixRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "advancedFilters": {
+            "$ref": "#/components/schemas/FilterNode"
+          },
+          "filters": {
+            "$ref": "#/components/schemas/FilterNode"
+          },
+          "flatFilters": {
+            "additionalProperties": false,
+            "properties": {
+              "borrowerStatus": {
+                "$ref": "#/components/schemas/LoanBorrowerStatusFilterValue"
+              },
+              "broker": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Broker shop NMLS id (digits only). A broker is a company — resolve a broker name to its NMLS id via instantSearch (or listCompanies)."
+                  }
+                ]
+              },
+              "buyerEntityType": {
+                "$ref": "#/components/schemas/BooleanFilterValue"
+              },
+              "city": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              },
+              "conforming": {
+                "$ref": "#/components/schemas/BooleanFilterValue"
+              },
+              "county": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "County name (e.g. \"Broward\") or 5-digit FIPS code. Names resolve to FIPS server-side; include a `state` filter to disambiguate."
+                  }
+                ]
+              },
+              "currentBalance": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Estimated remaining principal balance (~19% populated). Approximate current equity as `homeValue` (AVM) minus this."
+                  }
+                ]
+              },
+              "employer": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Employer/company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch."
+                  }
+                ]
+              },
+              "equity": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Point-in-time equity recorded on the loan (sparse, ~10%). NOT a live current-equity figure. For HELOC/cash-out targeting on up-to-date equity, use properties search (listProperties) instead — its equity is far better populated and current."
+                  }
+                ]
+              },
+              "excludeBroker": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans brokered by this broker-shop NMLS id (digits only) — the inverse of `broker`."
+                  }
+                ]
+              },
+              "excludeCity": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this city — the inverse of `city`."
+                  }
+                ]
+              },
+              "excludeLender": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans from this lender ID (\"everyone but X\") — the inverse of `lender`, same id contract (resolve via instantSearch/listLenders). Loans with no lender stay in the results."
+                  }
+                ]
+              },
+              "excludeLoanCompany": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans funded by this company NMLS id (digits only) — the inverse of `loanCompany`."
+                  }
+                ]
+              },
+              "excludeOriginator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans with this originator NMLS id (digits only) — the inverse of `originator`. Common for 'everyone but my own shop' lists."
+                  }
+                ]
+              },
+              "excludeState": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this state (2-letter code, e.g. \"CA\") — the inverse of `state`. For \"everywhere but this state\" lists."
+                  }
+                ]
+              },
+              "excludeZipCode": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this ZIP code — the inverse of `zipCode`."
+                  }
+                ]
+              },
+              "fips": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exact 5-digit county FIPS code (no name resolution) — the code-only escape hatch alongside `county`."
+                  }
+                ]
+              },
+              "geoPoint": {
+                "$ref": "#/components/schemas/GeoFilterValue"
+              },
+              "homeValue": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "AVM (automated valuation) at the linked property (~26%, MLS-linked). Pair with `currentBalance` to approximate current equity."
+                  }
+                ]
+              },
+              "includeUnknownOriginator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/BooleanFilterValue"
+                  },
+                  {
+                    "description": "Include loans that have no originator NMLS id. Omitted/false (default): such loans are excluded — the vast majority are pre-2016 public records with no linkable originator. true: include them. Note that the default scopes results to loans with a known originator (~2016+ recordings)."
+                  }
+                ]
+              },
+              "interestRate": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "lender": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Lender ID — the normalized lender-dictionary key, NOT a fuzzy name match. Resolve a lender via instantSearch (or listLenders) and pass the `id` it returns (e.g. \"mortgage_rocket\" or \"mortgage rocket\"). Underscores and letter case are normalized, so either id surface works. A stored normalized lender name (what the `slice: \"lender\"` chart buckets emit) is also accepted, so a chart bucket key filters directly. A value that is neither returns 400 rather than silently matching nothing — to search by lender NAME, use `lenderName`."
+                  }
+                ]
+              },
+              "lenderName": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Lender name as recorded on the loan document — fuzzy, all-terms match (e.g. \"Fifth Third\"). The name counterpart to the exact-id `lender` filter; use `lender` when you have a resolved id, and this when you only have a name."
+                  }
+                ]
+              },
+              "loanCompany": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Funding/loan company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch."
+                  }
+                ]
+              },
+              "loanType": {
+                "$ref": "#/components/schemas/LoanTypeFilterValue"
+              },
+              "ltvAtOrigination": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
+                  }
+                ]
+              },
+              "mode": {
+                "enum": [
+                  "and",
+                  "or"
+                ],
+                "type": "string"
+              },
+              "mortgageAmount": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "mortgageDate": {
+                "$ref": "#/components/schemas/DateFilterValue"
+              },
+              "originator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Loan originator NMLS id (digits only). To search by name use `originatorName`, or resolve a name to its id via instantSearch."
+                  }
+                ]
+              },
+              "originatorName": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "deprecated": true,
+                    "description": "DEPRECATED — fuzzy name matching is unreliable (same originator can return wildly different counts by name string). Resolve the loan officer via instantSearch and filter by `originator` (exact NMLS id) instead. Still functional for now."
+                  }
+                ]
+              },
+              "propertyId": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Parcel id — returns every loan recorded against one property. Pass the same string this endpoint returns as `mmPropertyId` on a loan row, or the `mmPropertyId` of a property record.\n\nThis is the parcel's FULL recorded loan history, which is deliberately wider than the loans embedded on a property record: that embed is a snapshot of what is still owed (up to five currently-active loans), so paid-off mortgages are absent from it and present here.\n\nMulti-unit caveat: loans carry a unit-blind parcel id, so for one unit of a multi-unit building this selects every unit in the building, not that unit alone."
+                  }
+                ]
+              },
+              "saleDate": {
+                "$ref": "#/components/schemas/DateFilterValue"
+              },
+              "salePrice": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "state": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              },
+              "transactionType": {
+                "$ref": "#/components/schemas/LoanTransactionTypeFilterValue"
+              },
+              "zip": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Alias of `zipCode` — same ZIP filter, accepted for cross-entity key parity."
+                  }
+                ]
+              },
+              "zipCode": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              }
+            },
+            "type": "object"
+          },
+          "period": {
+            "$ref": "#/components/schemas/DatedPeriod"
+          }
+        },
+        "type": "object"
+      },
+      "AgentLoanMixResponse": {
+        "description": "`buyer` + `listing` = `any` (dual deals are counted on `buyer`).",
+        "properties": {
+          "any": {
+            "$ref": "#/components/schemas/AgentLoanMixSide"
+          },
+          "buyer": {
+            "$ref": "#/components/schemas/AgentLoanMixSide"
+          },
+          "listing": {
+            "$ref": "#/components/schemas/AgentLoanMixSide"
+          }
+        },
+        "required": [
+          "any",
+          "buyer",
+          "listing"
+        ],
+        "type": "object"
+      },
+      "AgentLoanMixSide": {
+        "properties": {
+          "loanTypes": {
+            "description": "Loan-type mix of `units`, most deals first. Deals with no recorded loan type are absent, so the rows can sum to less than `units`.",
+            "items": {
+              "$ref": "#/components/schemas/AgentLoanMixType"
+            },
+            "type": "array"
+          },
+          "tpoUnits": {
+            "description": "Of `units`, deals originated through a mortgage broker (a broker NMLS id on the loan) — third-party origination. TPO share = `tpoUnits / units`.",
+            "type": "number"
+          },
+          "tpoVolume": {
+            "description": "Loan amount of the TPO deals.",
+            "type": "number"
+          },
+          "units": {
+            "description": "Financed deals (recorded loans) on this side in the window.",
+            "type": "number"
+          },
+          "volume": {
+            "description": "Total loan amount of those deals (out-of-range fill amounts excluded).",
+            "type": "number"
+          }
+        },
+        "required": [
+          "units",
+          "volume",
+          "tpoUnits",
+          "tpoVolume",
+          "loanTypes"
+        ],
+        "type": "object"
+      },
+      "AgentLoanMixType": {
+        "properties": {
+          "label": {
+            "description": "Loan type (e.g. `conventional`, `fha`, `va`)",
+            "type": "string"
+          },
+          "units": {
+            "type": "number"
+          },
+          "volume": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "label",
+          "units",
+          "volume"
+        ],
+        "type": "object"
+      },
+      "AgentLoansBreakdownRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "advancedFilters": {
+            "$ref": "#/components/schemas/FilterNode"
+          },
+          "filters": {
+            "$ref": "#/components/schemas/FilterNode"
+          },
+          "flatFilters": {
+            "additionalProperties": false,
+            "properties": {
+              "borrowerStatus": {
+                "$ref": "#/components/schemas/LoanBorrowerStatusFilterValue"
+              },
+              "broker": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Broker shop NMLS id (digits only). A broker is a company — resolve a broker name to its NMLS id via instantSearch (or listCompanies)."
+                  }
+                ]
+              },
+              "buyerEntityType": {
+                "$ref": "#/components/schemas/BooleanFilterValue"
+              },
+              "city": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              },
+              "conforming": {
+                "$ref": "#/components/schemas/BooleanFilterValue"
+              },
+              "county": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "County name (e.g. \"Broward\") or 5-digit FIPS code. Names resolve to FIPS server-side; include a `state` filter to disambiguate."
+                  }
+                ]
+              },
+              "currentBalance": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Estimated remaining principal balance (~19% populated). Approximate current equity as `homeValue` (AVM) minus this."
+                  }
+                ]
+              },
+              "employer": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Employer/company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch."
+                  }
+                ]
+              },
+              "equity": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Point-in-time equity recorded on the loan (sparse, ~10%). NOT a live current-equity figure. For HELOC/cash-out targeting on up-to-date equity, use properties search (listProperties) instead — its equity is far better populated and current."
+                  }
+                ]
+              },
+              "excludeBroker": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans brokered by this broker-shop NMLS id (digits only) — the inverse of `broker`."
+                  }
+                ]
+              },
+              "excludeCity": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this city — the inverse of `city`."
+                  }
+                ]
+              },
+              "excludeLender": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans from this lender ID (\"everyone but X\") — the inverse of `lender`, same id contract (resolve via instantSearch/listLenders). Loans with no lender stay in the results."
+                  }
+                ]
+              },
+              "excludeLoanCompany": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans funded by this company NMLS id (digits only) — the inverse of `loanCompany`."
+                  }
+                ]
+              },
+              "excludeOriginator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans with this originator NMLS id (digits only) — the inverse of `originator`. Common for 'everyone but my own shop' lists."
+                  }
+                ]
+              },
+              "excludeState": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this state (2-letter code, e.g. \"CA\") — the inverse of `state`. For \"everywhere but this state\" lists."
+                  }
+                ]
+              },
+              "excludeZipCode": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this ZIP code — the inverse of `zipCode`."
+                  }
+                ]
+              },
+              "fips": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exact 5-digit county FIPS code (no name resolution) — the code-only escape hatch alongside `county`."
+                  }
+                ]
+              },
+              "geoPoint": {
+                "$ref": "#/components/schemas/GeoFilterValue"
+              },
+              "homeValue": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "AVM (automated valuation) at the linked property (~26%, MLS-linked). Pair with `currentBalance` to approximate current equity."
+                  }
+                ]
+              },
+              "includeUnknownOriginator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/BooleanFilterValue"
+                  },
+                  {
+                    "description": "Include loans that have no originator NMLS id. Omitted/false (default): such loans are excluded — the vast majority are pre-2016 public records with no linkable originator. true: include them. Note that the default scopes results to loans with a known originator (~2016+ recordings)."
+                  }
+                ]
+              },
+              "interestRate": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "lender": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Lender ID — the normalized lender-dictionary key, NOT a fuzzy name match. Resolve a lender via instantSearch (or listLenders) and pass the `id` it returns (e.g. \"mortgage_rocket\" or \"mortgage rocket\"). Underscores and letter case are normalized, so either id surface works. A stored normalized lender name (what the `slice: \"lender\"` chart buckets emit) is also accepted, so a chart bucket key filters directly. A value that is neither returns 400 rather than silently matching nothing — to search by lender NAME, use `lenderName`."
+                  }
+                ]
+              },
+              "lenderName": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Lender name as recorded on the loan document — fuzzy, all-terms match (e.g. \"Fifth Third\"). The name counterpart to the exact-id `lender` filter; use `lender` when you have a resolved id, and this when you only have a name."
+                  }
+                ]
+              },
+              "loanCompany": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Funding/loan company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch."
+                  }
+                ]
+              },
+              "loanType": {
+                "$ref": "#/components/schemas/LoanTypeFilterValue"
+              },
+              "ltvAtOrigination": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
+                  }
+                ]
+              },
+              "mode": {
+                "enum": [
+                  "and",
+                  "or"
+                ],
+                "type": "string"
+              },
+              "mortgageAmount": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "mortgageDate": {
+                "$ref": "#/components/schemas/DateFilterValue"
+              },
+              "originator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Loan originator NMLS id (digits only). To search by name use `originatorName`, or resolve a name to its id via instantSearch."
+                  }
+                ]
+              },
+              "originatorName": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "deprecated": true,
+                    "description": "DEPRECATED — fuzzy name matching is unreliable (same originator can return wildly different counts by name string). Resolve the loan officer via instantSearch and filter by `originator` (exact NMLS id) instead. Still functional for now."
+                  }
+                ]
+              },
+              "propertyId": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Parcel id — returns every loan recorded against one property. Pass the same string this endpoint returns as `mmPropertyId` on a loan row, or the `mmPropertyId` of a property record.\n\nThis is the parcel's FULL recorded loan history, which is deliberately wider than the loans embedded on a property record: that embed is a snapshot of what is still owed (up to five currently-active loans), so paid-off mortgages are absent from it and present here.\n\nMulti-unit caveat: loans carry a unit-blind parcel id, so for one unit of a multi-unit building this selects every unit in the building, not that unit alone."
+                  }
+                ]
+              },
+              "saleDate": {
+                "$ref": "#/components/schemas/DateFilterValue"
+              },
+              "salePrice": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "state": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              },
+              "transactionType": {
+                "$ref": "#/components/schemas/LoanTransactionTypeFilterValue"
+              },
+              "zip": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Alias of `zipCode` — same ZIP filter, accepted for cross-entity key parity."
+                  }
+                ]
+              },
+              "zipCode": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              }
+            },
+            "type": "object"
+          },
+          "pagination": {
+            "$ref": "#/components/schemas/Pagination"
+          },
+          "period": {
+            "$ref": "#/components/schemas/DatedPeriod"
+          },
+          "side": {
+            "$ref": "#/components/schemas/AgentSide"
+          },
+          "sort": {
+            "$ref": "#/components/schemas/BreakdownSort"
+          }
+        },
+        "type": "object"
+      },
       "AgentMarket": {
         "properties": {
           "avgSalePrice": {
@@ -5216,6 +5907,9 @@
           "period": {
             "$ref": "#/components/schemas/Period"
           },
+          "side": {
+            "$ref": "#/components/schemas/AgentSide"
+          },
           "sort": {
             "items": {
               "properties": {
@@ -5257,10 +5951,96 @@
             "nullable": true,
             "type": "string"
           },
+          "loan": {
+            "description": "The purchase loan recorded against this sale (matched on the sale id), or `null` when none is recorded — a cash deal, or a loan not yet on file.",
+            "nullable": true,
+            "properties": {
+              "amount": {
+                "nullable": true,
+                "type": "number"
+              },
+              "brokerNmlsId": {
+                "description": "Mortgage broker NMLS id when the loan was third-party originated",
+                "nullable": true,
+                "type": "string"
+              },
+              "companyName": {
+                "description": "Mortgage company the loan was written under",
+                "nullable": true,
+                "type": "string"
+              },
+              "companyNmlsId": {
+                "nullable": true,
+                "type": "string"
+              },
+              "id": {
+                "description": "Loan id (`GET /v1/loans/{id}`)",
+                "type": "string"
+              },
+              "lenderId": {
+                "description": "Normalized lender key — the value the `lender` filter accepts",
+                "nullable": true,
+                "type": "string"
+              },
+              "lenderName": {
+                "description": "Lender as written on the loan document",
+                "nullable": true,
+                "type": "string"
+              },
+              "loanType": {
+                "description": "e.g. `conventional`, `fha`, `va`",
+                "nullable": true,
+                "type": "string"
+              },
+              "originatorName": {
+                "nullable": true,
+                "type": "string"
+              },
+              "originatorNmlsId": {
+                "nullable": true,
+                "type": "string"
+              },
+              "titleCompany": {
+                "nullable": true,
+                "type": "string"
+              },
+              "transactionType": {
+                "description": "e.g. `purchase`, `refinance`",
+                "nullable": true,
+                "type": "string"
+              }
+            },
+            "required": [
+              "id",
+              "amount",
+              "loanType",
+              "transactionType",
+              "lenderName",
+              "lenderId",
+              "originatorName",
+              "originatorNmlsId",
+              "companyName",
+              "companyNmlsId",
+              "brokerNmlsId",
+              "titleCompany"
+            ],
+            "type": "object"
+          },
           "price": {
             "nullable": true,
             "type": "number"
           },
+          "side": {
+            "description": "Which side of this deal the agent was on: `buyer`, `listing`, or `dual` (both). `null` when the sale names the agent under an id this API cannot place on a side.",
+            "enum": [
+              "buyer",
+              "listing",
+              "dual",
+              null
+            ],
+            "nullable": true,
+            "type": "string"
+          },
           "soldAgentName": {
             "nullable": true,
             "type": "string"
@@ -5305,6 +6085,29 @@
         ],
         "type": "object"
       },
+      "AgentScoredBreakdownRequest": {
+        "properties": {
+          "period": {
+            "$ref": "#/components/schemas/Period"
+          },
+          "side": {
+            "$ref": "#/components/schemas/AgentSide"
+          },
+          "sort": {
+            "$ref": "#/components/schemas/BreakdownSort"
+          }
+        },
+        "type": "object"
+      },
+      "AgentSide": {
+        "description": "Which side of the deal the agent was on. `buyer`: the agent represented the buyer — deals where the agent was on BOTH sides (dual) count here. `listing`: the agent represented the seller only (duals are already in `buyer`). `any` (default): either side, each deal once. `buyer` + `listing` = `any`.",
+        "enum": [
+          "any",
+          "buyer",
+          "listing"
+        ],
+        "type": "string"
+      },
       "AgentSummary": {
         "properties": {
           "avgSoldPrice": {
@@ -5448,6 +6251,316 @@
         },
         "type": "object"
       },
+      "AgentTitleCompanyTimeSeriesRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "advancedFilters": {
+            "$ref": "#/components/schemas/FilterNode"
+          },
+          "filters": {
+            "$ref": "#/components/schemas/FilterNode"
+          },
+          "flatFilters": {
+            "additionalProperties": false,
+            "properties": {
+              "borrowerStatus": {
+                "$ref": "#/components/schemas/LoanBorrowerStatusFilterValue"
+              },
+              "broker": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Broker shop NMLS id (digits only). A broker is a company — resolve a broker name to its NMLS id via instantSearch (or listCompanies)."
+                  }
+                ]
+              },
+              "buyerEntityType": {
+                "$ref": "#/components/schemas/BooleanFilterValue"
+              },
+              "city": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              },
+              "conforming": {
+                "$ref": "#/components/schemas/BooleanFilterValue"
+              },
+              "county": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "County name (e.g. \"Broward\") or 5-digit FIPS code. Names resolve to FIPS server-side; include a `state` filter to disambiguate."
+                  }
+                ]
+              },
+              "currentBalance": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Estimated remaining principal balance (~19% populated). Approximate current equity as `homeValue` (AVM) minus this."
+                  }
+                ]
+              },
+              "employer": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Employer/company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch."
+                  }
+                ]
+              },
+              "equity": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Point-in-time equity recorded on the loan (sparse, ~10%). NOT a live current-equity figure. For HELOC/cash-out targeting on up-to-date equity, use properties search (listProperties) instead — its equity is far better populated and current."
+                  }
+                ]
+              },
+              "excludeBroker": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans brokered by this broker-shop NMLS id (digits only) — the inverse of `broker`."
+                  }
+                ]
+              },
+              "excludeCity": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this city — the inverse of `city`."
+                  }
+                ]
+              },
+              "excludeLender": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans from this lender ID (\"everyone but X\") — the inverse of `lender`, same id contract (resolve via instantSearch/listLenders). Loans with no lender stay in the results."
+                  }
+                ]
+              },
+              "excludeLoanCompany": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans funded by this company NMLS id (digits only) — the inverse of `loanCompany`."
+                  }
+                ]
+              },
+              "excludeOriginator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans with this originator NMLS id (digits only) — the inverse of `originator`. Common for 'everyone but my own shop' lists."
+                  }
+                ]
+              },
+              "excludeState": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this state (2-letter code, e.g. \"CA\") — the inverse of `state`. For \"everywhere but this state\" lists."
+                  }
+                ]
+              },
+              "excludeZipCode": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this ZIP code — the inverse of `zipCode`."
+                  }
+                ]
+              },
+              "fips": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exact 5-digit county FIPS code (no name resolution) — the code-only escape hatch alongside `county`."
+                  }
+                ]
+              },
+              "geoPoint": {
+                "$ref": "#/components/schemas/GeoFilterValue"
+              },
+              "homeValue": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "AVM (automated valuation) at the linked property (~26%, MLS-linked). Pair with `currentBalance` to approximate current equity."
+                  }
+                ]
+              },
+              "includeUnknownOriginator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/BooleanFilterValue"
+                  },
+                  {
+                    "description": "Include loans that have no originator NMLS id. Omitted/false (default): such loans are excluded — the vast majority are pre-2016 public records with no linkable originator. true: include them. Note that the default scopes results to loans with a known originator (~2016+ recordings)."
+                  }
+                ]
+              },
+              "interestRate": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "lender": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Lender ID — the normalized lender-dictionary key, NOT a fuzzy name match. Resolve a lender via instantSearch (or listLenders) and pass the `id` it returns (e.g. \"mortgage_rocket\" or \"mortgage rocket\"). Underscores and letter case are normalized, so either id surface works. A stored normalized lender name (what the `slice: \"lender\"` chart buckets emit) is also accepted, so a chart bucket key filters directly. A value that is neither returns 400 rather than silently matching nothing — to search by lender NAME, use `lenderName`."
+                  }
+                ]
+              },
+              "lenderName": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Lender name as recorded on the loan document — fuzzy, all-terms match (e.g. \"Fifth Third\"). The name counterpart to the exact-id `lender` filter; use `lender` when you have a resolved id, and this when you only have a name."
+                  }
+                ]
+              },
+              "loanCompany": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Funding/loan company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch."
+                  }
+                ]
+              },
+              "loanType": {
+                "$ref": "#/components/schemas/LoanTypeFilterValue"
+              },
+              "ltvAtOrigination": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
+                  }
+                ]
+              },
+              "mode": {
+                "enum": [
+                  "and",
+                  "or"
+                ],
+                "type": "string"
+              },
+              "mortgageAmount": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "mortgageDate": {
+                "$ref": "#/components/schemas/DateFilterValue"
+              },
+              "originator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Loan originator NMLS id (digits only). To search by name use `originatorName`, or resolve a name to its id via instantSearch."
+                  }
+                ]
+              },
+              "originatorName": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "deprecated": true,
+                    "description": "DEPRECATED — fuzzy name matching is unreliable (same originator can return wildly different counts by name string). Resolve the loan officer via instantSearch and filter by `originator` (exact NMLS id) instead. Still functional for now."
+                  }
+                ]
+              },
+              "propertyId": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Parcel id — returns every loan recorded against one property. Pass the same string this endpoint returns as `mmPropertyId` on a loan row, or the `mmPropertyId` of a property record.\n\nThis is the parcel's FULL recorded loan history, which is deliberately wider than the loans embedded on a property record: that embed is a snapshot of what is still owed (up to five currently-active loans), so paid-off mortgages are absent from it and present here.\n\nMulti-unit caveat: loans carry a unit-blind parcel id, so for one unit of a multi-unit building this selects every unit in the building, not that unit alone."
+                  }
+                ]
+              },
+              "saleDate": {
+                "$ref": "#/components/schemas/DateFilterValue"
+              },
+              "salePrice": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "state": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              },
+              "transactionType": {
+                "$ref": "#/components/schemas/LoanTransactionTypeFilterValue"
+              },
+              "zip": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Alias of `zipCode` — same ZIP filter, accepted for cross-entity key parity."
+                  }
+                ]
+              },
+              "zipCode": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              }
+            },
+            "type": "object"
+          },
+          "interval": {
+            "$ref": "#/components/schemas/Interval"
+          },
+          "measure": {
+            "$ref": "#/components/schemas/Measure"
+          },
+          "period": {
+            "$ref": "#/components/schemas/DatedPeriod"
+          },
+          "side": {
+            "$ref": "#/components/schemas/AgentSide"
+          }
+        },
+        "type": "object"
+      },
       "AlertConditions": {
         "properties": {
           "epoThresholdDays": {
@@ -11303,12 +12416,30 @@
       },
       "BreakdownItem": {
         "properties": {
+          "company": {
+            "description": "Agent `originators` only: the LO's employer per NMLS licensing as of the agent profile's last refresh — not necessarily the company on the loans, and it can trail a very recent move (`GET /v1/originators/{nmlsId}` is always current). Absent on every other breakdown; `null` leaves when no sponsorship was on file.",
+            "properties": {
+              "name": {
+                "nullable": true,
+                "type": "string"
+              },
+              "nmlsId": {
+                "nullable": true,
+                "type": "string"
+              }
+            },
+            "required": [
+              "name",
+              "nmlsId"
+            ],
+            "type": "object"
+          },
           "excluded": {
             "description": "How many of this bucket's documents the volume guard excluded — documents that carry the money field but whose value is an out-of-range fill. Compare against `units` to see what share of the bucket `volume` was actually computed over: a bucket can show many units and still sum a small fraction of them. Absent when the entity's money column is unguarded (the sales-backed agent breakdowns), where nothing can be excluded.",
             "type": "number"
           },
           "id": {
-            "description": "Machine value behind `label` for breakdowns whose bucket key is an id rather than a name (today: `lenders`, where `label` is the dictionary display name and `id` is the normalized lender key). Pass `id` — not `label` — back as a `lender` filter value. Absent on name-keyed breakdowns, where `label` is already the machine value.",
+            "description": "Machine value behind `label` for breakdowns whose bucket key is an id rather than a name (`lenders`, where `label` is the dictionary display name and `id` is the normalized lender key — pass `id`, not `label`, back as a `lender` filter value; agent `originators`, where `id` is the LO's NMLS id; `originatorAgents`, where `id` is the agent id most often recorded under that name; `titleCompanies`, where `id` is the normalized name the spellings were merged under). Absent on name-keyed breakdowns, where `label` is already the machine value.",
             "type": "string"
           },
           "label": {
@@ -12713,78 +13844,388 @@
             "$ref": "#/components/schemas/Pagination"
           },
           "period": {
-            "$ref": "#/components/schemas/Period"
-          },
-          "sort": {
-            "items": {
-              "properties": {
-                "field": {
-                  "enum": [
-                    "city",
-                    "state",
-                    "zipCode",
-                    "county",
-                    "transactionType",
-                    "loanType",
-                    "conforming",
-                    "mortgageAmount",
-                    "mortgageDate",
-                    "broker",
-                    "loanCompany",
-                    "lender",
-                    "borrowerStatus",
-                    "salePrice",
-                    "saleDate",
-                    "originator",
-                    "originatorName",
-                    "interestRate",
-                    "equity",
-                    "homeValue",
-                    "ltvAtOrigination",
-                    "currentBalance"
-                  ],
-                  "type": "string"
-                },
-                "order": {
-                  "$ref": "#/components/schemas/SortOrder"
-                }
-              },
-              "required": [
-                "field"
-              ],
-              "type": "object"
-            },
-            "type": "array"
-          }
-        },
-        "type": "object"
-      },
-      "CompanyBranchesResponse": {
-        "properties": {
-          "cursor": {
-            "type": "string"
-          },
-          "data": {
-            "items": {
-              "$ref": "#/components/schemas/CompanyBranch"
-            },
-            "type": "array"
+            "$ref": "#/components/schemas/Period"
+          },
+          "sort": {
+            "items": {
+              "properties": {
+                "field": {
+                  "enum": [
+                    "city",
+                    "state",
+                    "zipCode",
+                    "county",
+                    "transactionType",
+                    "loanType",
+                    "conforming",
+                    "mortgageAmount",
+                    "mortgageDate",
+                    "broker",
+                    "loanCompany",
+                    "lender",
+                    "borrowerStatus",
+                    "salePrice",
+                    "saleDate",
+                    "originator",
+                    "originatorName",
+                    "interestRate",
+                    "equity",
+                    "homeValue",
+                    "ltvAtOrigination",
+                    "currentBalance"
+                  ],
+                  "type": "string"
+                },
+                "order": {
+                  "$ref": "#/components/schemas/SortOrder"
+                }
+              },
+              "required": [
+                "field"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          }
+        },
+        "type": "object"
+      },
+      "CompanyBranchesResponse": {
+        "properties": {
+          "cursor": {
+            "type": "string"
+          },
+          "data": {
+            "items": {
+              "$ref": "#/components/schemas/CompanyBranch"
+            },
+            "type": "array"
+          },
+          "locationNormalizations": {
+            "description": "How each location filter value resolved. Present when a `city`/`state`/`zip` filter was supplied.",
+            "items": {
+              "$ref": "#/components/schemas/LocationNormalization"
+            },
+            "type": "array"
+          },
+          "total": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "data",
+          "total"
+        ],
+        "type": "object"
+      },
+      "CompanyBreakdownRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "advancedFilters": {
+            "$ref": "#/components/schemas/FilterNode"
+          },
+          "filters": {
+            "$ref": "#/components/schemas/FilterNode"
+          },
+          "flatFilters": {
+            "additionalProperties": false,
+            "properties": {
+              "borrowerStatus": {
+                "$ref": "#/components/schemas/LoanBorrowerStatusFilterValue"
+              },
+              "broker": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Broker shop NMLS id (digits only). A broker is a company — resolve a broker name to its NMLS id via instantSearch (or listCompanies)."
+                  }
+                ]
+              },
+              "buyerEntityType": {
+                "$ref": "#/components/schemas/BooleanFilterValue"
+              },
+              "city": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              },
+              "conforming": {
+                "$ref": "#/components/schemas/BooleanFilterValue"
+              },
+              "county": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "County name (e.g. \"Broward\") or 5-digit FIPS code. Names resolve to FIPS server-side; include a `state` filter to disambiguate."
+                  }
+                ]
+              },
+              "currentBalance": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Estimated remaining principal balance (~19% populated). Approximate current equity as `homeValue` (AVM) minus this."
+                  }
+                ]
+              },
+              "employer": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Employer/company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch."
+                  }
+                ]
+              },
+              "equity": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Point-in-time equity recorded on the loan (sparse, ~10%). NOT a live current-equity figure. For HELOC/cash-out targeting on up-to-date equity, use properties search (listProperties) instead — its equity is far better populated and current."
+                  }
+                ]
+              },
+              "excludeBroker": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans brokered by this broker-shop NMLS id (digits only) — the inverse of `broker`."
+                  }
+                ]
+              },
+              "excludeCity": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this city — the inverse of `city`."
+                  }
+                ]
+              },
+              "excludeLender": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans from this lender ID (\"everyone but X\") — the inverse of `lender`, same id contract (resolve via instantSearch/listLenders). Loans with no lender stay in the results."
+                  }
+                ]
+              },
+              "excludeLoanCompany": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans funded by this company NMLS id (digits only) — the inverse of `loanCompany`."
+                  }
+                ]
+              },
+              "excludeOriginator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans with this originator NMLS id (digits only) — the inverse of `originator`. Common for 'everyone but my own shop' lists."
+                  }
+                ]
+              },
+              "excludeState": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this state (2-letter code, e.g. \"CA\") — the inverse of `state`. For \"everywhere but this state\" lists."
+                  }
+                ]
+              },
+              "excludeZipCode": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this ZIP code — the inverse of `zipCode`."
+                  }
+                ]
+              },
+              "fips": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exact 5-digit county FIPS code (no name resolution) — the code-only escape hatch alongside `county`."
+                  }
+                ]
+              },
+              "geoPoint": {
+                "$ref": "#/components/schemas/GeoFilterValue"
+              },
+              "homeValue": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "AVM (automated valuation) at the linked property (~26%, MLS-linked). Pair with `currentBalance` to approximate current equity."
+                  }
+                ]
+              },
+              "includeUnknownOriginator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/BooleanFilterValue"
+                  },
+                  {
+                    "description": "Include loans that have no originator NMLS id. Omitted/false (default): such loans are excluded — the vast majority are pre-2016 public records with no linkable originator. true: include them. Note that the default scopes results to loans with a known originator (~2016+ recordings)."
+                  }
+                ]
+              },
+              "interestRate": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "lender": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Lender ID — the normalized lender-dictionary key, NOT a fuzzy name match. Resolve a lender via instantSearch (or listLenders) and pass the `id` it returns (e.g. \"mortgage_rocket\" or \"mortgage rocket\"). Underscores and letter case are normalized, so either id surface works. A stored normalized lender name (what the `slice: \"lender\"` chart buckets emit) is also accepted, so a chart bucket key filters directly. A value that is neither returns 400 rather than silently matching nothing — to search by lender NAME, use `lenderName`."
+                  }
+                ]
+              },
+              "lenderName": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Lender name as recorded on the loan document — fuzzy, all-terms match (e.g. \"Fifth Third\"). The name counterpart to the exact-id `lender` filter; use `lender` when you have a resolved id, and this when you only have a name."
+                  }
+                ]
+              },
+              "loanCompany": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Funding/loan company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch."
+                  }
+                ]
+              },
+              "loanType": {
+                "$ref": "#/components/schemas/LoanTypeFilterValue"
+              },
+              "ltvAtOrigination": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
+                  }
+                ]
+              },
+              "mode": {
+                "enum": [
+                  "and",
+                  "or"
+                ],
+                "type": "string"
+              },
+              "mortgageAmount": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "mortgageDate": {
+                "$ref": "#/components/schemas/DateFilterValue"
+              },
+              "originator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Loan originator NMLS id (digits only). To search by name use `originatorName`, or resolve a name to its id via instantSearch."
+                  }
+                ]
+              },
+              "originatorName": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "deprecated": true,
+                    "description": "DEPRECATED — fuzzy name matching is unreliable (same originator can return wildly different counts by name string). Resolve the loan officer via instantSearch and filter by `originator` (exact NMLS id) instead. Still functional for now."
+                  }
+                ]
+              },
+              "propertyId": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Parcel id — returns every loan recorded against one property. Pass the same string this endpoint returns as `mmPropertyId` on a loan row, or the `mmPropertyId` of a property record.\n\nThis is the parcel's FULL recorded loan history, which is deliberately wider than the loans embedded on a property record: that embed is a snapshot of what is still owed (up to five currently-active loans), so paid-off mortgages are absent from it and present here.\n\nMulti-unit caveat: loans carry a unit-blind parcel id, so for one unit of a multi-unit building this selects every unit in the building, not that unit alone."
+                  }
+                ]
+              },
+              "saleDate": {
+                "$ref": "#/components/schemas/DateFilterValue"
+              },
+              "salePrice": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "state": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              },
+              "transactionType": {
+                "$ref": "#/components/schemas/LoanTransactionTypeFilterValue"
+              },
+              "zip": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Alias of `zipCode` — same ZIP filter, accepted for cross-entity key parity."
+                  }
+                ]
+              },
+              "zipCode": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              }
+            },
+            "type": "object"
+          },
+          "pagination": {
+            "$ref": "#/components/schemas/Pagination"
+          },
+          "period": {
+            "$ref": "#/components/schemas/DatedPeriod"
           },
-          "locationNormalizations": {
-            "description": "How each location filter value resolved. Present when a `city`/`state`/`zip` filter was supplied.",
-            "items": {
-              "$ref": "#/components/schemas/LocationNormalization"
-            },
-            "type": "array"
+          "roleScope": {
+            "$ref": "#/components/schemas/CompanyRoleScope"
           },
-          "total": {
-            "type": "number"
+          "sort": {
+            "$ref": "#/components/schemas/BreakdownSort"
           }
         },
-        "required": [
-          "data",
-          "total"
-        ],
         "type": "object"
       },
       "CompanyChartRequest": {
@@ -13097,6 +14538,9 @@
           "period": {
             "$ref": "#/components/schemas/Period"
           },
+          "roleScope": {
+            "$ref": "#/components/schemas/CompanyRoleScope"
+          },
           "segment": {
             "allOf": [
               {
@@ -13123,6 +14567,25 @@
           },
           {
             "properties": {
+              "builders": {
+                "description": "Top home builders (up to 10) behind the company's period production — the builder of each sold property, ranked by loan count. Units only (no volume is recorded). Empty when none.",
+                "items": {
+                  "properties": {
+                    "name": {
+                      "type": "string"
+                    },
+                    "units": {
+                      "type": "number"
+                    }
+                  },
+                  "required": [
+                    "name",
+                    "units"
+                  ],
+                  "type": "object"
+                },
+                "type": "array"
+              },
               "communityLending": {
                 "$ref": "#/components/schemas/EntityCommunityLending"
               },
@@ -13445,6 +14908,14 @@
             "nullable": true,
             "type": "string"
           },
+          "companyUnits": {
+            "description": "Loans the loan officer closed while employed here, recorded inside the window. 0 when none.",
+            "type": "number"
+          },
+          "companyVolume": {
+            "description": "Dollar volume the loan officer closed WHILE EMPLOYED HERE (employer at time of loan = this company), recorded inside the window. 0 when none.",
+            "type": "number"
+          },
           "contact": {
             "$ref": "#/components/schemas/EmploymentContact"
           },
@@ -13484,6 +14955,24 @@
           "nmlsId": {
             "type": "string"
           },
+          "previousEmployer": {
+            "description": "The employer whose record ended most recently on or before this loan officer's start here (the same rule `talent-flow` attributes hires by). Both null when none is on file.",
+            "properties": {
+              "name": {
+                "nullable": true,
+                "type": "string"
+              },
+              "nmlsId": {
+                "nullable": true,
+                "type": "string"
+              }
+            },
+            "required": [
+              "nmlsId",
+              "name"
+            ],
+            "type": "object"
+          },
           "startDate": {
             "description": "For current employees, the start of the earliest OPEN record here (current tenure); otherwise the earliest record relevant to the window.",
             "nullable": true,
@@ -13519,6 +15008,9 @@
           "state",
           "volume",
           "units",
+          "companyVolume",
+          "companyUnits",
+          "previousEmployer",
           "contact"
         ],
         "type": "object"
@@ -14065,9 +15557,22 @@
                   }
                 ]
               },
+              "isBroker": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/BooleanFilterValue"
+                  },
+                  {
+                    "description": "`true`: broker shops — non-bank companies that send more of the period's volume to OTHER lenders than they fund themselves. `false`: everyone else. Computed per period from each company's lender mix. Cannot be combined with `mode: \"or\"`."
+                  }
+                ]
+              },
               "loCount": {
                 "$ref": "#/components/schemas/NumericFilterValue"
               },
+              "loanType": {
+                "$ref": "#/components/schemas/OriginatorLoanTypeFilterValue"
+              },
               "loansWithCommunityData": {
                 "allOf": [
                   {
@@ -14136,6 +15641,11 @@
                   }
                 ]
               },
+              "namePrefix": {
+                "description": "Prefix name search: every word must start a word of the name (\"rock mort\" → Rocket Mortgage). No fuzzy/nickname matching; relevance-ranked unless `sort` is set. Max 100 chars / 6 words (emails, URLs, phones ignored), else 400.",
+                "minLength": 1,
+                "type": "string"
+              },
               "nmlsId": {
                 "$ref": "#/components/schemas/TextFilterValue"
               },
@@ -14231,6 +15741,9 @@
               "teamSize": {
                 "$ref": "#/components/schemas/NumericFilterValue"
               },
+              "transactionType": {
+                "$ref": "#/components/schemas/OriginatorTransactionTypeFilterValue"
+              },
               "units": {
                 "allOf": [
                   {
@@ -14331,6 +15844,9 @@
           "period": {
             "$ref": "#/components/schemas/Period"
           },
+          "productMix": {
+            "$ref": "#/components/schemas/CompanyProductMixFilter"
+          },
           "sort": {
             "items": {
               "properties": {
@@ -14349,7 +15865,9 @@
                     "loCount",
                     "rosterJoined",
                     "rosterLeft",
-                    "producersOnly"
+                    "producersOnly",
+                    "purchaseShare",
+                    "refinanceShare"
                   ],
                   "type": "string"
                 },
@@ -14363,6 +15881,9 @@
               "type": "object"
             },
             "type": "array"
+          },
+          "transactionMix": {
+            "$ref": "#/components/schemas/CompanyTransactionMixFilter"
           }
         },
         "type": "object"
@@ -15301,6 +16822,69 @@
         ],
         "type": "object"
       },
+      "CompanyProductMixFilter": {
+        "description": "Loan-product share bands for the selected period, ANDed: `[{product:\"fha\", minShare:30}]` = FHA is at least 30% of the company's period volume. Whole-book shares across all markets.",
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "basis": {
+              "description": "`volume` (default) or `units` (loan count).",
+              "enum": [
+                "volume",
+                "units"
+              ],
+              "type": "string"
+            },
+            "maxShare": {
+              "description": "Upper bound, 0–100 percent. No bucket = 0% (passes).",
+              "maximum": 100,
+              "minimum": 0,
+              "type": "number"
+            },
+            "minShare": {
+              "description": "Lower bound, 0–100 percent of the period book.",
+              "maximum": 100,
+              "minimum": 0,
+              "type": "number"
+            },
+            "product": {
+              "enum": [
+                "conventional",
+                "fha",
+                "va",
+                "he",
+                "heloc",
+                "building",
+                "commercial",
+                "stand_alone_refi",
+                "closed_end",
+                "reverse",
+                "usda",
+                "stand_alone_second",
+                "aggregate",
+                "seller_take_back",
+                "sba_participation_trust_deed",
+                "balloon",
+                "opened_end",
+                "assumption",
+                "negative_amortization",
+                "land_contract",
+                "trade",
+                "modification",
+                "unknown"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "product"
+          ],
+          "type": "object"
+        },
+        "maxItems": 10,
+        "minItems": 1,
+        "type": "array"
+      },
       "CompanyRegistration": {
         "nullable": true,
         "properties": {
@@ -15421,8 +17005,20 @@
         },
         "type": "object"
       },
+      "CompanyRoleScope": {
+        "description": "Which of a loan's party roles make it this company's loan. `loanCompany` (default): the company named on the loan document — one company per loan. `all`: the company appears in ANY role — loan-document company, the originating LO's employer at time of loan, the LO's organization, broker, or funding lender; a loan matching several roles counts once. `employer`: the company employed the originating LO when the loan closed. `broker`: the company brokered the loan. `lender`: the company funded the loan. `tpo`: third-party origination — the company is the loan company or lender but did NOT employ the originating LO (the `channel` dimension's `tpo` bucket as a population; `employer` is its `inHouse` counterpart). Use `all` for a broker shop's full production — its loans are often recorded under the funding lender's name, so `loanCompany` undercounts it.",
+        "enum": [
+          "loanCompany",
+          "all",
+          "employer",
+          "broker",
+          "lender",
+          "tpo"
+        ],
+        "type": "string"
+      },
       "CompanySegment": {
-        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`. Time-series only: `titleCompany` groups on the title company named on the deed, with spellings of one company merged per bucket (`label` = most-used spelling across the response, `id` = normalized name — match on `id`) and \"none available\"-style placeholders excluded.",
+        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`. Time-series only: `titleCompany` groups on the title company named on the deed, with spellings of one company merged per bucket (`label` = most-used spelling across the response, `id` = normalized name — match on `id`) and \"none available\"-style placeholders excluded. `channel` (companies only) splits the company's loans into `inHouse` — the company employed the originating loan officer — and `tpo` — the company is the loan company or funding lender but did NOT employ the LO (third-party origination). The two never overlap; under `roleScope: \"all\"` they need not sum to the total (broker-only and LO-organization-only matches are in neither). Both buckets are always returned.",
         "enum": [
           "transactionType",
           "loanType",
@@ -15433,12 +17029,15 @@
           "lender",
           "propertyType",
           "conforming",
+          "broker",
+          "originator",
+          "channel",
           "titleCompany"
         ],
         "type": "string"
       },
       "CompanySlice": {
-        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`.",
+        "description": "Dimension to group by. Most are the loan's own field (`loanType`, `transactionType`, `state`, …). `lender` groups on the normalized lender (label = display name, `id` = filter key). `propertyType` is the recorder's land-use code of the collateral (`SFR` single-family, `PUD` planned unit development, `CND` condo, `RES` residential-other, `MFD` multi-family dwelling, `2ND` second home, `MFG` manufactured, `TWN` townhouse, `LAN` land, `COM` commercial, …); loans with no code are not grouped (≈20% of recent loans). `conforming` splits on the conforming-loan-limit flag: `conforming` vs `nonConforming` (above the county conforming limit — i.e. jumbo, not Non-QM), raw `true`/`false` on `id`. `channel` (companies only) splits the company's loans into `inHouse` — the company employed the originating loan officer — and `tpo` — the company is the loan company or funding lender but did NOT employ the LO (third-party origination). The two never overlap; under `roleScope: \"all\"` they need not sum to the total (broker-only and LO-organization-only matches are in neither). Both buckets are always returned.",
         "enum": [
           "transactionType",
           "loanType",
@@ -15448,7 +17047,10 @@
           "zip",
           "lender",
           "propertyType",
-          "conforming"
+          "conforming",
+          "broker",
+          "originator",
+          "channel"
         ],
         "type": "string"
       },
@@ -16172,6 +17774,16 @@
             "nullable": true,
             "type": "string"
           },
+          "purchaseShare": {
+            "description": "Purchase loans as a 0–100 percent of the company's period loan COUNT — the value `sort: [{field: \"purchaseShare\"}]` orders by. `null` when it made no purchase loans in the period (sorts as 0).",
+            "nullable": true,
+            "type": "number"
+          },
+          "refinanceShare": {
+            "description": "Refinance loans as a 0–100 percent of the company's period loan COUNT — the value `sort: [{field: \"refinanceShare\"}]` orders by. `null` when none (sorts as 0).",
+            "nullable": true,
+            "type": "number"
+          },
           "rosterJoined": {
             "description": "Loan officers who joined the company during the selected period — individuals whose sponsorship with the company began inside the window. IMPORTANT — this counts LICENSING EVENTS, not confirmed employer moves. A loan officer holds a separate license record for every state they are sponsored in, and this counts each individual whose sponsorship began or ended inside the window, so a single added or lapsed state license registers as an arrival or a departure even when the person's employment did not change. Measured on large lenders: 13-24% of a 12-month `rosterLeft` are still sponsored by the same employer today, and 33-50% of a 12-month `rosterJoined` were already sponsored by it before the window began. Treat both as directional indicators of movement, not as headcounts. `rosterJoined` and `rosterLeft` are measured from the same source on the same window basis, so unlike the retired `loLoss` — which had no arrivals figure computed the same way — the two can legitimately be combined into a churn rate. Both also grow with the window, so a longer period reports more than a shorter one and the periods are comparable in that direction.",
             "nullable": true,
@@ -16526,6 +18138,9 @@
           },
           "period": {
             "$ref": "#/components/schemas/Period"
+          },
+          "roleScope": {
+            "$ref": "#/components/schemas/CompanyRoleScope"
           }
         },
         "type": "object"
@@ -16551,11 +18166,21 @@
               "unattributed": {
                 "description": "Hires with no earlier employer on file that ended by their start date — typically new to the industry.",
                 "type": "number"
+              },
+              "units": {
+                "description": "Loans behind `volume`.",
+                "type": "number"
+              },
+              "volume": {
+                "description": "Every mover on this side's production AT THIS company (employer at time of loan = this company) recorded inside the window — volume gained (arrivals) / lost (departures). Includes unattributed movers.",
+                "type": "number"
               }
             },
             "required": [
               "total",
               "unattributed",
+              "volume",
+              "units",
               "companies",
               "companiesTruncated"
             ],
@@ -16580,11 +18205,21 @@
               "unattributed": {
                 "description": "Exits with no later employer on file — not re-employed yet, or left the industry.",
                 "type": "number"
+              },
+              "units": {
+                "description": "Loans behind `volume`.",
+                "type": "number"
+              },
+              "volume": {
+                "description": "Every mover on this side's production AT THIS company (employer at time of loan = this company) recorded inside the window — volume gained (arrivals) / lost (departures). Includes unattributed movers.",
+                "type": "number"
               }
             },
             "required": [
               "total",
               "unattributed",
+              "volume",
+              "units",
               "companies",
               "companiesTruncated"
             ],
@@ -16919,12 +18554,60 @@
           "period": {
             "$ref": "#/components/schemas/Period"
           },
+          "roleScope": {
+            "$ref": "#/components/schemas/CompanyRoleScope"
+          },
           "segment": {
             "$ref": "#/components/schemas/CompanySegment"
           }
         },
         "type": "object"
       },
+      "CompanyTransactionMixFilter": {
+        "description": "Transaction-type share bands for the selected period, ANDed: `[{transactionType:\"purchase\", minShare:60}]` = purchases are at least 60% of the company's period volume.",
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "basis": {
+              "description": "`volume` (default) or `units` (loan count).",
+              "enum": [
+                "volume",
+                "units"
+              ],
+              "type": "string"
+            },
+            "maxShare": {
+              "description": "Upper bound, 0–100 percent. No bucket = 0% (passes).",
+              "maximum": 100,
+              "minimum": 0,
+              "type": "number"
+            },
+            "minShare": {
+              "description": "Lower bound, 0–100 percent of the period book.",
+              "maximum": 100,
+              "minimum": 0,
+              "type": "number"
+            },
+            "transactionType": {
+              "enum": [
+                "purchase",
+                "refinance",
+                "construction",
+                "equity",
+                "UNKNOWN"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "transactionType"
+          ],
+          "type": "object"
+        },
+        "maxItems": 10,
+        "minItems": 1,
+        "type": "array"
+      },
       "CompanyTypeFilterValue": {
         "anyOf": [
           {
@@ -30284,6 +31967,324 @@
         ],
         "type": "object"
       },
+      "OriginatorAgentSide": {
+        "description": "Which agent on the LO's loans to rank. `buyer` (default): the buyer's (selling) agent — the agent who brought the borrower. `listing`: the seller's listing agent.",
+        "enum": [
+          "buyer",
+          "listing"
+        ],
+        "type": "string"
+      },
+      "OriginatorAgentsBreakdownRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "advancedFilters": {
+            "$ref": "#/components/schemas/FilterNode"
+          },
+          "filters": {
+            "$ref": "#/components/schemas/FilterNode"
+          },
+          "flatFilters": {
+            "additionalProperties": false,
+            "properties": {
+              "borrowerStatus": {
+                "$ref": "#/components/schemas/LoanBorrowerStatusFilterValue"
+              },
+              "broker": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Broker shop NMLS id (digits only). A broker is a company — resolve a broker name to its NMLS id via instantSearch (or listCompanies)."
+                  }
+                ]
+              },
+              "buyerEntityType": {
+                "$ref": "#/components/schemas/BooleanFilterValue"
+              },
+              "city": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              },
+              "conforming": {
+                "$ref": "#/components/schemas/BooleanFilterValue"
+              },
+              "county": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "County name (e.g. \"Broward\") or 5-digit FIPS code. Names resolve to FIPS server-side; include a `state` filter to disambiguate."
+                  }
+                ]
+              },
+              "currentBalance": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Estimated remaining principal balance (~19% populated). Approximate current equity as `homeValue` (AVM) minus this."
+                  }
+                ]
+              },
+              "employer": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Employer/company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch."
+                  }
+                ]
+              },
+              "equity": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Point-in-time equity recorded on the loan (sparse, ~10%). NOT a live current-equity figure. For HELOC/cash-out targeting on up-to-date equity, use properties search (listProperties) instead — its equity is far better populated and current."
+                  }
+                ]
+              },
+              "excludeBroker": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans brokered by this broker-shop NMLS id (digits only) — the inverse of `broker`."
+                  }
+                ]
+              },
+              "excludeCity": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this city — the inverse of `city`."
+                  }
+                ]
+              },
+              "excludeLender": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans from this lender ID (\"everyone but X\") — the inverse of `lender`, same id contract (resolve via instantSearch/listLenders). Loans with no lender stay in the results."
+                  }
+                ]
+              },
+              "excludeLoanCompany": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans funded by this company NMLS id (digits only) — the inverse of `loanCompany`."
+                  }
+                ]
+              },
+              "excludeOriginator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans with this originator NMLS id (digits only) — the inverse of `originator`. Common for 'everyone but my own shop' lists."
+                  }
+                ]
+              },
+              "excludeState": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this state (2-letter code, e.g. \"CA\") — the inverse of `state`. For \"everywhere but this state\" lists."
+                  }
+                ]
+              },
+              "excludeZipCode": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exclude loans in this ZIP code — the inverse of `zipCode`."
+                  }
+                ]
+              },
+              "fips": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Exact 5-digit county FIPS code (no name resolution) — the code-only escape hatch alongside `county`."
+                  }
+                ]
+              },
+              "geoPoint": {
+                "$ref": "#/components/schemas/GeoFilterValue"
+              },
+              "homeValue": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "AVM (automated valuation) at the linked property (~26%, MLS-linked). Pair with `currentBalance` to approximate current equity."
+                  }
+                ]
+              },
+              "includeUnknownOriginator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/BooleanFilterValue"
+                  },
+                  {
+                    "description": "Include loans that have no originator NMLS id. Omitted/false (default): such loans are excluded — the vast majority are pre-2016 public records with no linkable originator. true: include them. Note that the default scopes results to loans with a known originator (~2016+ recordings)."
+                  }
+                ]
+              },
+              "interestRate": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "lender": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Lender ID — the normalized lender-dictionary key, NOT a fuzzy name match. Resolve a lender via instantSearch (or listLenders) and pass the `id` it returns (e.g. \"mortgage_rocket\" or \"mortgage rocket\"). Underscores and letter case are normalized, so either id surface works. A stored normalized lender name (what the `slice: \"lender\"` chart buckets emit) is also accepted, so a chart bucket key filters directly. A value that is neither returns 400 rather than silently matching nothing — to search by lender NAME, use `lenderName`."
+                  }
+                ]
+              },
+              "lenderName": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Lender name as recorded on the loan document — fuzzy, all-terms match (e.g. \"Fifth Third\"). The name counterpart to the exact-id `lender` filter; use `lender` when you have a resolved id, and this when you only have a name."
+                  }
+                ]
+              },
+              "loanCompany": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Funding/loan company NMLS id (digits only). Resolve a company name to its NMLS id via instantSearch."
+                  }
+                ]
+              },
+              "loanType": {
+                "$ref": "#/components/schemas/LoanTypeFilterValue"
+              },
+              "ltvAtOrigination": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
+                  }
+                ]
+              },
+              "mode": {
+                "enum": [
+                  "and",
+                  "or"
+                ],
+                "type": "string"
+              },
+              "mortgageAmount": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "mortgageDate": {
+                "$ref": "#/components/schemas/DateFilterValue"
+              },
+              "originator": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Loan originator NMLS id (digits only). To search by name use `originatorName`, or resolve a name to its id via instantSearch."
+                  }
+                ]
+              },
+              "originatorName": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "deprecated": true,
+                    "description": "DEPRECATED — fuzzy name matching is unreliable (same originator can return wildly different counts by name string). Resolve the loan officer via instantSearch and filter by `originator` (exact NMLS id) instead. Still functional for now."
+                  }
+                ]
+              },
+              "propertyId": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Parcel id — returns every loan recorded against one property. Pass the same string this endpoint returns as `mmPropertyId` on a loan row, or the `mmPropertyId` of a property record.\n\nThis is the parcel's FULL recorded loan history, which is deliberately wider than the loans embedded on a property record: that embed is a snapshot of what is still owed (up to five currently-active loans), so paid-off mortgages are absent from it and present here.\n\nMulti-unit caveat: loans carry a unit-blind parcel id, so for one unit of a multi-unit building this selects every unit in the building, not that unit alone."
+                  }
+                ]
+              },
+              "saleDate": {
+                "$ref": "#/components/schemas/DateFilterValue"
+              },
+              "salePrice": {
+                "$ref": "#/components/schemas/NumericFilterValue"
+              },
+              "state": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              },
+              "transactionType": {
+                "$ref": "#/components/schemas/LoanTransactionTypeFilterValue"
+              },
+              "zip": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Alias of `zipCode` — same ZIP filter, accepted for cross-entity key parity."
+                  }
+                ]
+              },
+              "zipCode": {
+                "$ref": "#/components/schemas/TextFilterValue"
+              }
+            },
+            "type": "object"
+          },
+          "pagination": {
+            "$ref": "#/components/schemas/Pagination"
+          },
+          "period": {
+            "$ref": "#/components/schemas/DatedPeriod"
+          },
+          "side": {
+            "$ref": "#/components/schemas/OriginatorAgentSide"
+          },
+          "sort": {
+            "$ref": "#/components/schemas/BreakdownSort"
+          }
+        },
+        "type": "object"
+      },
       "OriginatorBranchLocation": {
         "description": "The NMLS branch the originator is currently registered at. Null when they have no branch location on file.",
         "nullable": true,
@@ -31911,6 +33912,11 @@
                   }
                 ]
               },
+              "namePrefix": {
+                "description": "Prefix name search: every word must start a word of the name (\"jen ro\" → Jennifer Rodriguez). No fuzzy/nickname matching; relevance-ranked unless `sort` is set. Max 100 chars / 6 words (emails, URLs, phones ignored), else 400.",
+                "minLength": 1,
+                "type": "string"
+              },
               "nmlsId": {
                 "$ref": "#/components/schemas/TextFilterValue"
               },
@@ -38335,17 +40341,6 @@
         ],
         "type": "object"
       },
-      "ScoredBreakdownRequest": {
-        "properties": {
-          "period": {
-            "$ref": "#/components/schemas/Period"
-          },
-          "sort": {
-            "$ref": "#/components/schemas/BreakdownSort"
-          }
-        },
-        "type": "object"
-      },
       "SearchTokenResponse": {
         "properties": {
           "expiresAt": {
@@ -39089,12 +41084,22 @@
           "count": {
             "description": "Loan officers attributed.",
             "type": "number"
+          },
+          "units": {
+            "description": "Loans behind `volume`.",
+            "type": "number"
+          },
+          "volume": {
+            "description": "Those loan officers' production AT THIS company (employer at time of loan = this company) recorded inside the window.",
+            "type": "number"
           }
         },
         "required": [
           "companyNmlsId",
           "companyName",
-          "count"
+          "count",
+          "volume",
+          "units"
         ],
         "type": "object"
       },
@@ -39557,7 +41562,7 @@
   "info": {
     "description": "ModelMatch API — mortgage and real-estate market data.\n\n## Bulk delivery limits\n\nThe `POST /{entity}/bulk-delivery` endpoints export a full result set to\nS3 as NDJSON, JSON, CSV, or Parquet.\n\n- **Up to 5,000 rows per delivery: no entitlement required.** Available to\n  every authenticated caller.\n- **Above 5,000 rows: requires the entity's `bulk-delivery.{entity}`\n  entitlement** (e.g. `bulk-delivery.loans`). The grant's scope sets your\n  row ceiling and may also restrict which rows and fields you receive.\n\nA delivery that would exceed the limit available to you is rejected with\n`403 entitlement_missing`, reporting the matched row count and the ceiling\nthat applied. To stay under the limit, pass `limit` — the job then delivers\n(and bills for) only the first `limit` rows of a broader query.\n\n**Need a higher limit?** Email support@modelmatch.com to request the\nentitlement. Limits are raised per organization and per entity.\n\nBulk delivery is billed at 1 credit per delivered row whether or not\nan entitlement is held.\n\nInstead of a download, a delivery can be sent to a push target configured\non your workspace: pass `destination: { type: \"push-target\", targetId }`.\nThe same limits and billing apply.",
     "title": "ModelMatch API",
-    "version": "3.74.0"
+    "version": "3.76.0"
   },
   "openapi": "3.1.0",
   "paths": {
@@ -40540,28 +42545,191 @@
               }
             },
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
-          },
-          "503": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Location dictionary temporarily unavailable. Only returned for a NEGATED location filter (`neq`, or `not`), which cannot be honoured without resolving the excluded value — answering anyway would return the records you asked to exclude. Positive location filters are unaffected. Retry shortly; the filter value itself was not rejected."
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Location dictionary temporarily unavailable. Only returned for a NEGATED location filter (`neq`, or `not`), which cannot be honoured without resolving the excluded value — answering anyway would return the records you asked to exclude. Positive location filters are unaffected. Retry shortly; the filter value itself was not rejected."
+          }
+        },
+        "summary": "Count agents matching filters",
+        "tags": [
+          "Agents"
+        ],
+        "x-mm-records-via": "listAgents"
+      }
+    },
+    "/v1/agents/{id}": {
+      "get": {
+        "operationId": "getAgent",
+        "parameters": [
+          {
+            "description": "Agent document ID",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Agent document ID",
+              "type": "string"
+            }
+          },
+          {
+            "description": "Period for volume/units (default: last12Months)",
+            "in": "query",
+            "name": "period",
+            "required": false,
+            "schema": {
+              "allOf": [
+                {
+                  "$ref": "#/components/schemas/Period"
+                },
+                {
+                  "description": "Period for volume/units (default: last12Months)"
+                }
+              ]
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/AgentDetailResponse"
+                }
+              }
+            },
+            "description": "Agent detail"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Agent not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large"
+          }
+        },
+        "summary": "Get agent by ID",
+        "tags": [
+          "Agents"
+        ]
+      }
+    },
+    "/v1/agents/{id}/analytics/loan-mix": {
+      "post": {
+        "description": "Scoped to the agent's FINANCED deals: recorded loans on which the agent is the buyer's agent or the listing / co-listing agent, matched through the agent's MLS ids. Cash deals carry no loan and are not counted. The date window is the loan's recording date. Returns, for each side at once (`any`, `buyer`, `listing` — duals on `buyer`): the financed deal count and loan volume, how many were brokered (third-party origination), and the loan-type mix. For the prior period, call again with that period.",
+        "operationId": "agentLoanMix",
+        "parameters": [
+          {
+            "description": "Agent document ID",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Agent document ID",
+              "type": "string"
+            }
+          }
+        ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/AgentLoanMixRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/AgentLoanMixResponse"
+                }
+              }
+            },
+            "description": "Per-side financing profile"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Count agents matching filters",
+        "summary": "Financing profile of the agent's deals, per side",
         "tags": [
           "Agents"
-        ],
-        "x-mm-records-via": "listAgents"
+        ]
       }
     },
-    "/v1/agents/{id}": {
-      "get": {
-        "operationId": "getAgent",
+    "/v1/agents/{id}/breakdowns/builders": {
+      "post": {
+        "description": "New-construction builders named on the agent's deals in the period, ranked by units. The pre-aggregated builder list carries a deal COUNT only, so every row's `volume` and `pctVolume` are 0 — rank and share by `units` / `pctUnits` (a share of ALL the agent's deals in the period, so the rows sum to the builder-sold share, not to 1). It carries no buyer/listing split either: `side` must be `any` (or omitted); `buyer`/`listing` return 400.",
+        "operationId": "agentBuilders",
         "parameters": [
           {
             "description": "Agent document ID",
@@ -40572,34 +42740,57 @@
               "description": "Agent document ID",
               "type": "string"
             }
-          },
-          {
-            "description": "Period for volume/units (default: last12Months)",
-            "in": "query",
-            "name": "period",
-            "required": false,
-            "schema": {
-              "allOf": [
-                {
-                  "$ref": "#/components/schemas/Period"
-                },
-                {
-                  "description": "Period for volume/units (default: last12Months)"
-                }
-              ]
-            }
           }
         ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/AgentScoredBreakdownRequest"
+              }
+            }
+          }
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/AgentDetailResponse"
+                  "$ref": "#/components/schemas/BreakdownResponse"
                 }
               }
             },
-            "description": "Agent detail"
+            "description": "Pre-aggregated builders breakdown from the agent's scored doc"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
           },
           "404": {
             "content": {
@@ -40609,7 +42800,7 @@
                 }
               }
             },
-            "description": "Agent not found"
+            "description": "Not found"
           },
           "413": {
             "content": {
@@ -40619,10 +42810,10 @@
                 }
               }
             },
-            "description": "Response payload too large"
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Get agent by ID",
+        "summary": "Home builders on the agent's deals (pre-aggregated)",
         "tags": [
           "Agents"
         ]
@@ -40739,7 +42930,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/ScoredBreakdownRequest"
+                "$ref": "#/components/schemas/AgentScoredBreakdownRequest"
               }
             }
           }
@@ -40923,7 +43114,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/ScoredBreakdownRequest"
+                "$ref": "#/components/schemas/AgentScoredBreakdownRequest"
               }
             }
           }
@@ -41107,7 +43298,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/ScoredBreakdownRequest"
+                "$ref": "#/components/schemas/AgentScoredBreakdownRequest"
               }
             }
           }
@@ -41272,6 +43463,192 @@
         ]
       }
     },
+    "/v1/agents/{id}/breakdowns/title-companies": {
+      "post": {
+        "description": "Scoped to the agent's FINANCED deals: recorded loans on which the agent is the buyer's agent or the listing / co-listing agent, matched through the agent's MLS ids. Cash deals carry no loan and are not counted. The date window is the loan's recording date. Ranks the title companies named on those loans. Spellings of one company are MERGED: `label` is its most-used spelling, `id` the normalized name every spelling was grouped under. \"None available\"-style placeholders and names shorter than 3 characters are excluded. `pctUnits` / `pctVolume` are shares of ALL the side's financed deals in the window, including those with no title company, so they do not sum to 1. `side` defaults to `any`; title company is usually picked on the buyer side, so `buyer` is the view that reads as \"who this agent's buyers close with\".",
+        "operationId": "agentTitleCompanies",
+        "parameters": [
+          {
+            "description": "Agent document ID",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Agent document ID",
+              "type": "string"
+            }
+          }
+        ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/AgentLoansBreakdownRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BreakdownResponse"
+                }
+              }
+            },
+            "description": "Breakdown of the agent's financed deals by title company"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Title companies on the agent's financed deals (spellings merged)",
+        "tags": [
+          "Agents"
+        ]
+      }
+    },
+    "/v1/agents/{id}/breakdowns/title-companies/time-series": {
+      "post": {
+        "description": "Scoped to the agent's FINANCED deals: recorded loans on which the agent is the buyer's agent or the listing / co-listing agent, matched through the agent's MLS ids. Cash deals carry no loan and are not counted. The date window is the loan's recording date. One bucket per `interval` (default monthly), each segmented by title company with spellings merged per bucket: `segments[].label` is the company's most-used spelling across the whole response and `segments[].id` the normalized name — match a company across buckets on `id`. `previous` is the same series for the prior window. `side` defaults to `any`.",
+        "operationId": "agentTitleCompaniesTimeSeries",
+        "parameters": [
+          {
+            "description": "Agent document ID",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Agent document ID",
+              "type": "string"
+            }
+          }
+        ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/AgentTitleCompanyTimeSeriesRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SimpleTimeSeriesResponse"
+                }
+              }
+            },
+            "description": "Title-company-segmented time series"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Title companies on the agent's financed deals, over time",
+        "tags": [
+          "Agents"
+        ]
+      }
+    },
     "/v1/agents/{id}/breakdowns/zip-codes": {
       "post": {
         "operationId": "agentZipCodes",
@@ -41661,6 +44038,7 @@
     },
     "/v1/agents/{id}/sales": {
       "post": {
+        "description": "The agent's deals, newest first: every sale on which the agent is the buyer's agent or the listing / co-listing agent. `side` narrows to one half (`buyer` includes deals where the agent was on both sides; `listing` excludes them). Each row says which `side` the agent was on and carries the sale's recorded purchase `loan` — lender, loan officer, loan type, amount, title company — or `null` for a cash deal or a loan not yet on file. Pass `flatFilters.mlsStatus: \"SLD\"` for closed deals only.",
         "operationId": "agentSales",
         "parameters": [
           {
@@ -47018,7 +49396,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/CompanyBreakdownRequest"
               }
             }
           }
@@ -47110,7 +49488,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/CompanyBreakdownRequest"
               }
             }
           }
@@ -47202,7 +49580,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/CompanyBreakdownRequest"
               }
             }
           }
@@ -47294,7 +49672,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/CompanyBreakdownRequest"
               }
             }
           }
@@ -47386,7 +49764,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/CompanyBreakdownRequest"
               }
             }
           }
@@ -47478,7 +49856,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/CompanyBreakdownRequest"
               }
             }
           }
@@ -47570,7 +49948,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/CompanyBreakdownRequest"
               }
             }
           }
@@ -47662,7 +50040,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/CompanyBreakdownRequest"
               }
             }
           }
@@ -47755,7 +50133,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/CompanyBreakdownRequest"
               }
             }
           }
@@ -47847,7 +50225,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/CompanyBreakdownRequest"
               }
             }
           }
@@ -48300,30 +50678,32 @@
             }
           },
           {
-            "description": "Sort key (default `name`). `volume`/`units` rank by the loan officer's production in `period` across all employers.",
+            "description": "Sort key (default `name`). `volume`/`units` rank by the loan officer's production in `period` across all employers; `companyVolume`/`companyUnits` by their production AT this company inside the window.",
             "in": "query",
             "name": "sort",
             "required": false,
             "schema": {
-              "description": "Sort key (default `name`). `volume`/`units` rank by the loan officer's production in `period` across all employers.",
+              "description": "Sort key (default `name`). `volume`/`units` rank by the loan officer's production in `period` across all employers; `companyVolume`/`companyUnits` by their production AT this company inside the window.",
               "enum": [
                 "name",
                 "nmlsId",
                 "startDate",
                 "exitDate",
                 "volume",
-                "units"
+                "units",
+                "companyVolume",
+                "companyUnits"
               ],
               "type": "string"
             }
           },
           {
-            "description": "Default `asc` for text/date keys, `desc` for volume/units.",
+            "description": "Default `asc` for text/date keys, `desc` for the production keys.",
             "in": "query",
             "name": "order",
             "required": false,
             "schema": {
-              "description": "Default `asc` for text/date keys, `desc` for volume/units.",
+              "description": "Default `asc` for text/date keys, `desc` for the production keys.",
               "enum": [
                 "asc",
                 "desc"
@@ -66428,7 +68808,7 @@
     },
     "/v1/originators/{nmlsId}/breakdowns/agents": {
       "post": {
-        "description": "Ranks the real-estate agents on the selling side of this LO's loans, by volume. Buckets whose name is an MLS placeholder for \"no selling agent recorded\" (`non member`, `non listed agent`, and ~140 board-specific spellings) are excluded rather than ranked as agents — they are not people and cannot be resolved with `GET /v1/agents/{id}`. Percentages are shares of the LO's whole loan population, so they do not sum to 100 across the page.",
+        "description": "Ranks the real-estate agents on this LO's loans, by volume — the buyer's agent by default, the listing agent with `side: \"listing\"`. Buckets whose name is an MLS placeholder for \"no agent recorded\" (`non member`, `non listed agent`, and ~140 board-specific spellings) are excluded rather than ranked as agents — they are not people. `id` is the agent id most often recorded under the name on these loans (pass it to `GET /v1/agents/{id}`); absent when none is recorded. Percentages are shares of the LO's whole loan population, so they do not sum to 100 across the page.",
         "operationId": "originatorAgents",
         "parameters": [
           {
@@ -66446,7 +68826,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/OriginatorAgentsBreakdownRequest"
               }
             }
           }
@@ -66460,7 +68840,7 @@
                 }
               }
             },
-            "description": "Breakdown of the LO's loans by agents"
+            "description": "Breakdown of the LO's loans by real-estate agent"
           },
           "400": {
             "content": {