@model-match/api 3.25.0 → 3.27.0

package/openapi.json

@@ -4114,6 +4114,47 @@
         ],
         "description": "Production county, keyed by 5-digit county FIPS code (e.g. `06037` = Los Angeles, CA; `04013` = Maricopa, AZ). Matches agents who closed transactions in this county — NOT their office or listed address, which carry no county data at all. A county NAME is REJECTED with a 400 naming the expected format; resolve the name to its FIPS code first (via instantSearch), or use `city`/`state`, which do accept names. Location dimensions AND with each other, so `county` + `state` returns only agents matching both; what sets `county` apart from `city`/`state`/`zip` is its source — those are satisfied by an office address OR a production market, `county` by production alone."
       },
+      "AgentCrmListFilter": {
+        "additionalProperties": false,
+        "description": "Scope the result to the caller's CRM. Resolved against the caller's ACTIVE WORKSPACE at query time — list membership is read server-side, so the request never carries member ids. Only real-estate-agent members count; loan officers and manual (unlinked) records on the same list are ignored. `mode: \"in\"` with no matching members returns an empty page (not an unfiltered one). Errors: 400 `crm_list_requires_workspace` when the caller has no active workspace (API-key / OAuth callers must select an organization), 403 / 404 when a named list is not visible to the caller or does not exist, and 400 `crm_list_too_large` when the selected lists hold more than 50,000 agents in total — narrow the selection rather than get a silently partial answer.",
+        "properties": {
+          "lists": {
+            "anyOf": [
+              {
+                "description": "Every People list in the caller's workspace that the caller can see (own, org-wide, or shared with them).",
+                "enum": [
+                  "any"
+                ],
+                "type": "string"
+              },
+              {
+                "description": "Specific CRM list ids (1–50).",
+                "items": {
+                  "minLength": 1,
+                  "type": "string"
+                },
+                "maxItems": 50,
+                "minItems": 1,
+                "type": "array"
+              }
+            ],
+            "description": "Which lists: `\"any\"` for every People list the caller can see, or an array of list ids. Membership is the UNION across the selected lists."
+          },
+          "mode": {
+            "description": "`in` — only agents who are a member of the selected list(s). `notIn` — exclude every agent who is a member of the selected list(s); everyone else passes, including agents on none of your lists.",
+            "enum": [
+              "in",
+              "notIn"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "mode",
+          "lists"
+        ],
+        "type": "object"
+      },
       "AgentDetail": {
         "allOf": [
           {
@@ -4323,12 +4364,25 @@
           "advancedFilters": {
             "$ref": "#/components/schemas/FilterNode"
           },
+          "crmList": {
+            "$ref": "#/components/schemas/AgentCrmListFilter"
+          },
           "filters": {
             "$ref": "#/components/schemas/FilterNode"
           },
           "flatFilters": {
             "additionalProperties": false,
             "properties": {
+              "activeListings": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/NumericFilterValue"
+                  },
+                  {
+                    "description": "Current active listings (not period-scoped). `{gte: 1}` = has listings."
+                  }
+                ]
+              },
               "avgMortgagedLoanAmount": {
                 "allOf": [
                   {
@@ -4361,6 +4415,16 @@
               "county": {
                 "$ref": "#/components/schemas/AgentCountyFilterValue"
               },
+              "currentOffice": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Brokerage/office name(s), OR'd: each a case-insensitive whole-word phrase (`\"compass\"` matches \"Compass RE\", not \"Encompass\"); end with `*` for a prefix (`\"washington fine*\"`); names with punctuation (`\"@properties\"`) match as a substring. `{match}` is a fuzzy single-name match. Matches only the agent's CURRENT office; `office` takes the same values and matches ANY office on record."
+                  }
+                ]
+              },
               "dualUnits": {
                 "$ref": "#/components/schemas/NumericFilterValue"
               },
@@ -4370,6 +4434,26 @@
               "email": {
                 "$ref": "#/components/schemas/TextFilterValue"
               },
+              "excludeCurrentOffice": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Drop agents whose CURRENT office matches these names."
+                  }
+                ]
+              },
+              "excludeOffice": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/TextFilterValue"
+                  },
+                  {
+                    "description": "Drop agents with ANY office matching these names (same grammar as `office`)."
+                  }
+                ]
+              },
               "firstName": {
                 "allOf": [
                   {
@@ -4384,6 +4468,26 @@
               "geoPoint": {
                 "$ref": "#/components/schemas/GeoFilterValue"
               },
+              "hasEmail": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/BooleanFilterValue"
+                  },
+                  {
+                    "description": "Whether the row's `email` is populated."
+                  }
+                ]
+              },
+              "hasPhone": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/BooleanFilterValue"
+                  },
+                  {
+                    "description": "Whether the row's `phone` is populated."
+                  }
+                ]
+              },
               "id": {
                 "allOf": [
                   {
@@ -4405,9 +4509,29 @@
                   }
                 ]
               },
+              "lastTransactionDate": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/DateFilterValue"
+                  },
+                  {
+                    "description": "Date of the agent's newest deal inside the selected period — \"recently active\". `{gte: \"2026-07-01\"}`. Only producing agents carry it."
+                  }
+                ]
+              },
               "licenseNumber": {
                 "$ref": "#/components/schemas/AgentLicenseFilterValue"
               },
+              "licensedSinceDate": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/DateFilterValue"
+                  },
+                  {
+                    "description": "Original issue date of a real-estate license on the record (any license) — \"new agents\": `{gte: \"2025-10-01\"}`. Lifetime, not period-scoped; on ~26% of agents."
+                  }
+                ]
+              },
               "mode": {
                 "enum": [
                   "and",
@@ -4685,12 +4809,24 @@
           "lenderMatchMode": {
             "$ref": "#/components/schemas/LenderMatchMode"
           },
+          "locationSource": {
+            "$ref": "#/components/schemas/AgentLocationSource"
+          },
+          "losOnMyTeam": {
+            "$ref": "#/components/schemas/AgentLosOnMyTeamFilter"
+          },
           "pagination": {
             "$ref": "#/components/schemas/Pagination"
           },
           "period": {
             "$ref": "#/components/schemas/Period"
           },
+          "productMix": {
+            "$ref": "#/components/schemas/AgentProductMixFilter"
+          },
+          "sideDominance": {
+            "$ref": "#/components/schemas/AgentSideDominance"
+          },
           "sort": {
             "items": {
               "properties": {
@@ -5425,6 +5561,39 @@
         },
         "type": "object"
       },
+      "AgentLocationSource": {
+        "description": "Which location signal `city`/`state`/`zip`/`county` match. `any` (default) = an office OR a market they transacted in; `office` = their CURRENT office only (a `county` filter is a 400 — offices carry no county); `production` = transaction markets only.",
+        "enum": [
+          "any",
+          "office",
+          "production"
+        ],
+        "type": "string"
+      },
+      "AgentLosOnMyTeamFilter": {
+        "additionalProperties": false,
+        "description": "Relationship with loan officers at the CALLER's company, resolved server-side from the caller's profile NMLS id and that LO's current employer; the caller's own deals never count. 400 `los_on_my_team_requires_company` when the caller has no NMLS id on their profile or it resolves to no company.",
+        "properties": {
+          "minUnits": {
+            "description": "Buyer-side deals with ONE colleague that count as a relationship (default 1). Under `doesNotWorkWith`, agents below it still pass.",
+            "maximum": 100,
+            "minimum": 1,
+            "type": "integer"
+          },
+          "relationship": {
+            "description": "`worksWith` — the agent's buyers were financed by loan officers at the caller's company; `doesNotWorkWith` — no such relationship (prospects).",
+            "enum": [
+              "worksWith",
+              "doesNotWorkWith"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "relationship"
+        ],
+        "type": "object"
+      },
       "AgentMarket": {
         "properties": {
           "avgSalePrice": {
@@ -5825,6 +5994,352 @@
         ],
         "type": "object"
       },
+      "AgentMortgagedTimeSeriesRequest": {
+        "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": {
+            "$ref": "#/components/schemas/Interval"
+          },
+          "period": {
+            "$ref": "#/components/schemas/DatedPeriod"
+          },
+          "side": {
+            "$ref": "#/components/schemas/AgentSide"
+          }
+        },
+        "type": "object"
+      },
+      "AgentProductMixEntry": {
+        "additionalProperties": false,
+        "properties": {
+          "minShare": {
+            "description": "Minimum financed volume of this product through ONE mortgage company, as a percent of the agent's period sale volume. Omit for 'any deal financed with this product'.",
+            "minimum": 0,
+            "type": "number"
+          },
+          "product": {
+            "description": "Loan product (case-insensitive). `government` = FHA, VA or USDA.",
+            "enum": [
+              "conventional",
+              "fha",
+              "va",
+              "usda",
+              "government",
+              "he",
+              "heloc",
+              "commercial",
+              "building",
+              "reverse"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "product"
+        ],
+        "type": "object"
+      },
+      "AgentProductMixFilter": {
+        "description": "Agents whose buyers financed with these loan products in the selected period, ANDed: `[{product: \"fha\"}, {product: \"va\", minShare: 10}]`. Not a whole-book share — the index stores product mix per mortgage company only.",
+        "items": {
+          "$ref": "#/components/schemas/AgentProductMixEntry"
+        },
+        "maxItems": 10,
+        "minItems": 1,
+        "type": "array"
+      },
       "AgentPropertiesResponse": {
         "properties": {
           "cursor": {
@@ -5933,6 +6448,17 @@
       "AgentSaleSummary": {
         "properties": {
           "address": {
+            "description": "Full street line — number, directionals, street name, suffix and unit (`123 w 4th st`), lowercase",
+            "nullable": true,
+            "type": "string"
+          },
+          "builderName": {
+            "description": "Builder, on a new-construction sale",
+            "nullable": true,
+            "type": "string"
+          },
+          "buyerName": {
+            "description": "First buyer named on the sale — from the purchase loan's document when the MLS record names none; `null` on most cash deals",
             "nullable": true,
             "type": "string"
           },
@@ -5940,6 +6466,16 @@
             "nullable": true,
             "type": "string"
           },
+          "coListAgentId": {
+            "description": "Co-listing agent's id (`GET /v1/agents/{id}`), when the sale's agent key resolves to one agent",
+            "nullable": true,
+            "type": "string"
+          },
+          "coListAgentName": {
+            "description": "Co-listing agent, as the MLS recorded the name",
+            "nullable": true,
+            "type": "string"
+          },
           "date": {
             "nullable": true,
             "type": "string"
@@ -5947,10 +6483,25 @@
           "id": {
             "type": "string"
           },
+          "listAgentId": {
+            "description": "Listing agent's id (`GET /v1/agents/{id}`), when the sale's agent key resolves to one agent",
+            "nullable": true,
+            "type": "string"
+          },
           "listAgentName": {
             "nullable": true,
             "type": "string"
           },
+          "listDate": {
+            "description": "MLS listing date (`YYYY-MM-DD`); days on market = `date` − `listDate`",
+            "nullable": true,
+            "type": "string"
+          },
+          "listPrice": {
+            "description": "Last MLS list price",
+            "nullable": true,
+            "type": "number"
+          },
           "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,
@@ -5959,6 +6510,11 @@
                 "nullable": true,
                 "type": "number"
               },
+              "brokerName": {
+                "description": "Mortgage broker as written on the loan document, when the loan was third-party originated",
+                "nullable": true,
+                "type": "string"
+              },
               "brokerNmlsId": {
                 "description": "Mortgage broker NMLS id when the loan was third-party originated",
                 "nullable": true,
@@ -5977,6 +6533,11 @@
                 "description": "Loan id (`GET /v1/loans/{id}`)",
                 "type": "string"
               },
+              "interestRate": {
+                "description": "Note rate in percent (e.g. `6.25`), recorded or modeled; `null` when not on file",
+                "nullable": true,
+                "type": "number"
+              },
               "lenderId": {
                 "description": "Normalized lender key — the value the `lender` filter accepts",
                 "nullable": true,
@@ -6026,10 +6587,20 @@
             ],
             "type": "object"
           },
+          "mmPropertyId": {
+            "description": "The property's id (`GET /v1/properties/{id}`)",
+            "nullable": true,
+            "type": "string"
+          },
           "price": {
             "nullable": true,
             "type": "number"
           },
+          "sellerName": {
+            "description": "First seller named on the sale — from the purchase loan's document when the MLS record names none",
+            "nullable": true,
+            "type": "string"
+          },
           "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": [
@@ -6041,6 +6612,11 @@
             "nullable": true,
             "type": "string"
           },
+          "soldAgentId": {
+            "description": "Buyer's (selling) agent's id (`GET /v1/agents/{id}`), when the sale's agent key resolves to one agent",
+            "nullable": true,
+            "type": "string"
+          },
           "soldAgentName": {
             "nullable": true,
             "type": "string"
@@ -6064,6 +6640,316 @@
         ],
         "type": "object"
       },
+      "AgentSalesBreakdownRequest": {
+        "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"
+      },
       "AgentSalesResponse": {
         "properties": {
           "cursor": {
@@ -6108,6 +6994,19 @@
         ],
         "type": "string"
       },
+      "AgentSideDominance": {
+        "description": "Which side the agent mostly represents in the selected period, OR'd: `buyer` = more buyer-side than seller-side deals, `seller` = the reverse (a tie is neither), `dual` = at least one dual-agency deal.",
+        "items": {
+          "enum": [
+            "buyer",
+            "seller",
+            "dual"
+          ],
+          "type": "string"
+        },
+        "minItems": 1,
+        "type": "array"
+      },
       "AgentSummary": {
         "properties": {
           "avgSoldPrice": {
@@ -31968,7 +32867,7 @@
         "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.",
+        "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 and co-listing agents.",
         "enum": [
           "buyer",
           "listing"
@@ -41562,7 +42461,7 @@
   "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": "3.77.0"
+    "version": "3.79.0"
   },
   "openapi": "3.1.0",
   "paths": {
@@ -41837,7 +42736,7 @@
     },
     "/v1/agents": {
       "post": {
-        "description": "Search and list individual real-estate agents with filters — one row per agent. Filter by name, location (state, city, zip), brokerage/office, and production metrics (sales volume, transaction units, price range), with sorting and cursor pagination. LOCATION SEMANTICS: the state/city/zip filters match ANY of an agent's location signals — their listed city/state, their office address(es), AND the markets where they actually closed transactions (production) — combined with OR. So an agent matches a searched location if their office OR their production is there. A search for city \"Long Beach\" can therefore return agents whose office or displayed primary market is in a different city/state, because they transacted in Long Beach. The `state`/`city` returned on each row reflect the agent's primary market and may differ from the searched location. (Use the `office` filter to match by brokerage/office name, and the per-agent city/county/state breakdown endpoints to rank an agent's volume within a specific market.) RANKING BY DEAL SIDE: combine a location filter with `sort` on `buyerVolume`/`buyerUnits` (or `sellerVolume`/`sellerUnits`, `dualVolume`/`dualUnits`) to rank agents by how active they are representing buyers vs. sellers in that market — e.g. sort `buyerVolume` descending for the most active buyer-side agents in a state or city. This is the per-agent record search: use it to find specific real-estate agents or build a filtered agent list. (For a single agent by ID use the agent detail endpoint.) If you only need how many agents match and not the records themselves, send the same request body to `countAgents`.",
+        "description": "Search and list individual real-estate agents with filters — one row per agent. Filter by name, location (state, city, zip), brokerage/office, and production metrics (sales volume, transaction units, price range), with sorting and cursor pagination. LOCATION SEMANTICS: the state/city/zip filters match ANY of an agent's location signals — their listed city/state, their office address(es), AND the markets where they actually closed transactions (production) — combined with OR. So an agent matches a searched location if their office OR their production is there (set `locationSource` to `office` or `production` to use one signal). A search for city \"Long Beach\" can therefore return agents whose office or displayed primary market is in a different city/state, because they transacted in Long Beach. The `state`/`city` returned on each row reflect the agent's primary market and may differ from the searched location. (Use the `office` filter to match by brokerage/office name — one or several names, each a case-insensitive whole-word phrase, `name*` for a prefix; `currentOffice` restricts to the agent's current office — and the per-agent city/county/state breakdown endpoints to rank an agent's volume within a specific market.) RANKING BY DEAL SIDE: combine a location filter with `sort` on `buyerVolume`/`buyerUnits` (or `sellerVolume`/`sellerUnits`, `dualVolume`/`dualUnits`) to rank agents by how active they are representing buyers vs. sellers in that market — e.g. sort `buyerVolume` descending for the most active buyer-side agents in a state or city. This is the per-agent record search: use it to find specific real-estate agents or build a filtered agent list. (For a single agent by ID use the agent detail endpoint.) If you only need how many agents match and not the records themselves, send the same request body to `countAgents`.",
         "operationId": "listAgents",
         "requestBody": {
           "content": {
@@ -42158,169 +43057,395 @@
               }
             },
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
-          }
-        },
-        "summary": "Agent volume/units over time with buyer/seller/dual split",
-        "tags": [
-          "Agents"
-        ]
-      }
-    },
-    "/v1/agents/bulk-delivery": {
-      "post": {
-        "description": "Queues an ECS task that dumps every matching agents document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/agents/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 5,000 rows need no entitlement. Above that, the org's `bulk-delivery.agents` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement (deliveries submitted from the ModelMatch web app are not billed).\n\n**Push-target destination.** Pass `destination: { type: \"push-target\", targetId }` to have the finished rows sent to a configured push target instead of downloaded. The target is checked before anything is queued; a refusal returns the push target's status and `code` (`TARGET_NOT_FOUND` 404, `FORBIDDEN` 403, `PLAN_REQUIRED` 402, `TARGET_DISABLED` 409, `ENTITY_MISMATCH` 400). Limits and billing are the same as a file delivery.",
-        "operationId": "submitAgentsBulkDelivery",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "allOf": [
-                  {
-                    "$ref": "#/components/schemas/AgentListRequest"
-                  },
-                  {
-                    "additionalProperties": false,
-                    "properties": {
-                      "columns": {
-                        "description": "A FORMATTED file: its columns, in order, with header labels and number formats — for `format` `csv` or `xlsx` only, and not combined with `fields` or a push-target `destination` (400 `columns_format_unsupported` / `columns_with_fields` / `columns_with_destination`). Every field a column reads is gated by the entitlement exactly as if it were listed in `fields`: a withheld field drops out of a column's fallback list, and a column with nothing left is omitted. An unknown field is a 400 `unknown_column_field`. No `id` column is added. A formatted `csv` starts with a UTF-8 byte-order mark and uses CRLF line endings, so Excel opens it with accented names intact. Columns may read any DTO field and any opt-in column `fields` documents, including the computed `governmentPct`, `branchCount` and `managerName` / `managerNmlsId`.",
-                        "items": {
-                          "$ref": "#/components/schemas/BulkDeliveryColumn"
-                        },
-                        "maxItems": 200,
-                        "minItems": 1,
-                        "type": "array"
-                      },
-                      "destination": {
-                        "$ref": "#/components/schemas/BulkDeliveryDestination"
-                      },
-                      "fields": {
-                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on; and the computed `governmentPct` (originators: FHA + VA percent of loans, 0–100), `branchCount` (companies: NMLS branch count) and `managerName` / `managerNmlsId` (branches: the first branch manager). Agents also offer `email2` / `phone2` (the best-ranked email / phone distinct from `email` / `phone`, admitted by the `email` / `phone` entitlement field), `officePhone` (admitted by `phone`), `activeListings` (current active listings; null when unknown), and the profile-link columns `facebook`, `instagram`, `linkedin`, `twitter`, `youtube`, `tiktok`, `zillow`, `otherLinks` (a `; `-joined list of profile URLs on no known platform) — all admitted by the `links` entitlement field. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects. Windowed production (originators, agents, companies, branches): name `<field>_<n>mo` for n in 3, 6, 12, 14, 18, 24 to get a production field for that trailing window regardless of `period` — e.g. `volume_3mo`, `units_6mo`, `purchaseVolume_24mo`. Available for originators `volume`, `units`, `avgLoanAmount`, `purchaseVolume`, `purchaseUnits`, `refinanceVolume`, `refinanceUnits`, `conventionalPct`, `fhaPct`, `vaPct`; agents `volume`, `units`, `avgSoldPrice`, `buyerVolume`, `buyerUnits`, `sellerVolume`, `sellerUnits`, `totalOriginatorsWorkedWith`, `totalCompaniesWorkedWith`, `totalLendersWorkedWith`; companies `volume`, `units`, `avgLoanAmount`, `loCount`; branches `volume`, `units`, `avgLoanAmount`, `purchasePct`, `refinancePct`, `loCount`. Numbers (null when the window has no data); an entitlement that allows a field allows every window of it.",
-                        "items": {
-                          "minLength": 1,
-                          "type": "string"
-                        },
-                        "type": "array"
-                      },
-                      "format": {
-                        "$ref": "#/components/schemas/BulkDeliveryFormat"
-                      },
-                      "limit": {
-                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 5,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 5,000-row allowance.",
-                        "example": 5000,
-                        "exclusiveMinimum": true,
-                        "minimum": 0,
-                        "type": "integer"
-                      }
-                    },
-                    "type": "object"
-                  }
-                ]
-              }
-            }
-          }
-        },
-        "responses": {
-          "202": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/BulkDeliverySubmitResponse"
-                }
-              }
-            },
-            "description": "Job queued; ECS task launched"
-          },
-          "400": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "anyOf": [
-                    {
-                      "$ref": "#/components/schemas/ErrorResponse"
-                    },
-                    {
-                      "$ref": "#/components/schemas/BulkDeliveryPreflightExceeded"
-                    },
-                    {
-                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
-                    },
-                    {
-                      "$ref": "#/components/schemas/BulkDeliveryColumnsError"
-                    }
-                  ]
-                }
-              }
-            },
-            "description": "Validation failure (incl. `format_required`: a file delivery needs `format`; a refused `columns` request), delivery would exceed the entitlement's maxRows, OR the push target does not accept this entity (`ENTITY_MISMATCH`)"
+          }
+        },
+        "summary": "Agent volume/units over time with buyer/seller/dual split",
+        "tags": [
+          "Agents"
+        ]
+      }
+    },
+    "/v1/agents/bulk-delivery": {
+      "post": {
+        "description": "Queues an ECS task that dumps every matching agents document to S3 in the requested format. Returns 202 with a jobId; poll `GET /v1/agents/bulk-delivery/{jobId}` for status + the signed download URL.\n\n**Row limit.** Deliveries of up to 5,000 rows need no entitlement. Above that, the org's `bulk-delivery.agents` entitlement is required and its scope (row ceiling, row filters, allowed fields) governs the delivery; without it the request is rejected with 403 `entitlement_missing`. Pass `limit` at or below the ceiling to deliver a capped subset of a broader query. Email support@modelmatch.com to request a limit increase.\n\nDelivery is billed at 1 credit per row regardless of entitlement (deliveries submitted from the ModelMatch web app are not billed).\n\n**Push-target destination.** Pass `destination: { type: \"push-target\", targetId }` to have the finished rows sent to a configured push target instead of downloaded. The target is checked before anything is queued; a refusal returns the push target's status and `code` (`TARGET_NOT_FOUND` 404, `FORBIDDEN` 403, `PLAN_REQUIRED` 402, `TARGET_DISABLED` 409, `ENTITY_MISMATCH` 400). Limits and billing are the same as a file delivery.",
+        "operationId": "submitAgentsBulkDelivery",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "allOf": [
+                  {
+                    "$ref": "#/components/schemas/AgentListRequest"
+                  },
+                  {
+                    "additionalProperties": false,
+                    "properties": {
+                      "columns": {
+                        "description": "A FORMATTED file: its columns, in order, with header labels and number formats — for `format` `csv` or `xlsx` only, and not combined with `fields` or a push-target `destination` (400 `columns_format_unsupported` / `columns_with_fields` / `columns_with_destination`). Every field a column reads is gated by the entitlement exactly as if it were listed in `fields`: a withheld field drops out of a column's fallback list, and a column with nothing left is omitted. An unknown field is a 400 `unknown_column_field`. No `id` column is added. A formatted `csv` starts with a UTF-8 byte-order mark and uses CRLF line endings, so Excel opens it with accented names intact. Columns may read any DTO field and any opt-in column `fields` documents, including the computed `governmentPct`, `branchCount` and `managerName` / `managerNmlsId`.",
+                        "items": {
+                          "$ref": "#/components/schemas/BulkDeliveryColumn"
+                        },
+                        "maxItems": 200,
+                        "minItems": 1,
+                        "type": "array"
+                      },
+                      "destination": {
+                        "$ref": "#/components/schemas/BulkDeliveryDestination"
+                      },
+                      "fields": {
+                        "description": "Optional output column projection, named by the response DTO fields (the same camelCase fields the list endpoint returns, e.g. `city`, `interestRate`). Intersected with the entitlement scope's allowedFields and the entity's full column set. If empty after intersection, falls back to all columns. It also SELECTS the opt-in columns, which are not part of the list DTO and are never delivered unless named here: `communityLending` (properties, originators, companies, branches) — the Community Lending neighborhood profile, identical to the block on the entity's detail endpoint; `parties` (properties) — the mortgage parties attributed to the parcel, by attribution scope; `marketCount` / `countyCount` / `stateCount` / `zipCount` / `lenderCount` (originators) — the market-breadth rollups you can already filter on; and the computed `governmentPct` (originators: FHA + VA percent of loans, 0–100), `branchCount` (companies: NMLS branch count) and `managerName` / `managerNmlsId` (branches: the first branch manager). Agents also offer `email2` / `phone2` (the best-ranked email / phone distinct from `email` / `phone`, admitted by the `email` / `phone` entitlement field), `officePhone` (admitted by `phone`), `activeListings` (current active listings; null when unknown), and the profile-link columns `facebook`, `instagram`, `linkedin`, `twitter`, `youtube`, `tiktok`, `zillow`, `otherLinks` (a `; `-joined list of profile URLs on no known platform) — all admitted by the `links` entitlement field. In `csv` and `parquet` the two block columns are JSON-encoded cells; in `json` and `ndjson` they are nested objects. Windowed production (originators, agents, companies, branches): name `<field>_<n>mo` for n in 3, 6, 12, 14, 18, 24 to get a production field for that trailing window regardless of `period` — e.g. `volume_3mo`, `units_6mo`, `purchaseVolume_24mo`. Available for originators `volume`, `units`, `avgLoanAmount`, `purchaseVolume`, `purchaseUnits`, `refinanceVolume`, `refinanceUnits`, `conventionalPct`, `fhaPct`, `vaPct`; agents `volume`, `units`, `avgSoldPrice`, `buyerVolume`, `buyerUnits`, `sellerVolume`, `sellerUnits`, `totalOriginatorsWorkedWith`, `totalCompaniesWorkedWith`, `totalLendersWorkedWith`; companies `volume`, `units`, `avgLoanAmount`, `loCount`; branches `volume`, `units`, `avgLoanAmount`, `purchasePct`, `refinancePct`, `loCount`. Numbers (null when the window has no data); an entitlement that allows a field allows every window of it.",
+                        "items": {
+                          "minLength": 1,
+                          "type": "string"
+                        },
+                        "type": "array"
+                      },
+                      "format": {
+                        "$ref": "#/components/schemas/BulkDeliveryFormat"
+                      },
+                      "limit": {
+                        "description": "Optional hard cap on the number of rows delivered — and therefore billed (1 credit / row). The job delivers the first `limit` rows in sort order (default newest-first) and bills only for those. If the query matches fewer than `limit`, all matches are delivered. Distinct from the page-size `size` field, which is ignored on this endpoint. The row ceiling still applies — 5,000 without the entity's bulk-delivery entitlement, or the entitlement's `maxRows` with it. A `limit` above the ceiling is rejected, but a `limit` at or below it lets you export a capped top-N even when the full match exceeds the ceiling — which is the intended way to run a broad query under the 5,000-row allowance.",
+                        "example": 5000,
+                        "exclusiveMinimum": true,
+                        "minimum": 0,
+                        "type": "integer"
+                      }
+                    },
+                    "type": "object"
+                  }
+                ]
+              }
+            }
+          }
+        },
+        "responses": {
+          "202": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliverySubmitResponse"
+                }
+              }
+            },
+            "description": "Job queued; ECS task launched"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/ErrorResponse"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPreflightExceeded"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryColumnsError"
+                    }
+                  ]
+                }
+              }
+            },
+            "description": "Validation failure (incl. `format_required`: a file delivery needs `format`; a refused `columns` request), delivery would exceed the entitlement's maxRows, OR the push target does not accept this entity (`ENTITY_MISMATCH`)"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Authentication required"
+          },
+          "402": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    }
+                  ]
+                }
+              }
+            },
+            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row), OR the plan does not include push targets (`PLAN_REQUIRED`)"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "anyOf": [
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryForbidden"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                    },
+                    {
+                      "$ref": "#/components/schemas/BulkDeliveryInsufficientScope"
+                    }
+                  ]
+                }
+              }
+            },
+            "description": "Delivery exceeds the 5,000-row limit available without the `bulk-delivery.agents` entitlement (lower `limit`, narrow the filters, or contact support for a limit increase), OR you may not use the push target (`FORBIDDEN`), OR a scoped token named a push-target destination without `push-targets:send` (`insufficient_scope`)."
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                }
+              }
+            },
+            "description": "Push target not found (`TARGET_NOT_FOUND`)"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
+                }
+              }
+            },
+            "description": "Push target is disabled (`TARGET_DISABLED`)"
+          },
+          "502": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Preflight / S3 / DDB / ECS launch failure, or the push-target check could not reach the auth server"
+          }
+        },
+        "summary": "Submit a bulk-delivery job for agents",
+        "tags": [
+          "Agents"
+        ]
+      }
+    },
+    "/v1/agents/bulk-delivery/{jobId}": {
+      "delete": {
+        "description": "Cancels a queued or running agents delivery job.\n\nThe job is marked `cancelled` immediately; the container running it notices on its next page boundary and stops. Because a delivery is billed once, at the end, **a cancelled job is never charged** — no credits are debited and there is nothing to refund. No partial file is written.\n\nIdempotent-ish: cancelling a job that has already finished (or was already cancelled) returns 409 and changes nothing. Poll `GET /v1/agents/bulk-delivery/{jobId}` for the settled state.",
+        "operationId": "cancelAgentsBulkDeliveryJob",
+        "parameters": [
+          {
+            "description": "Job ID returned by `POST /v1/agents/bulk-delivery`",
+            "in": "path",
+            "name": "jobId",
+            "required": true,
+            "schema": {
+              "description": "Job ID returned by `POST /v1/agents/bulk-delivery`",
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryStatusResponse"
+                }
+              }
+            },
+            "description": "Job cancelled; body is its settled status"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Authentication required"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Caller does not own this job"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Job not found (or expired past 30d TTL)"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Job already finished — nothing to cancel"
+          }
+        },
+        "summary": "Cancel a bulk-delivery job for agents",
+        "tags": [
+          "Agents"
+        ]
+      },
+      "get": {
+        "operationId": "getAgentsBulkDeliveryJob",
+        "parameters": [
+          {
+            "description": "Job ID returned by `POST /v1/agents/bulk-delivery`",
+            "in": "path",
+            "name": "jobId",
+            "required": true,
+            "schema": {
+              "description": "Job ID returned by `POST /v1/agents/bulk-delivery`",
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/BulkDeliveryStatusResponse"
+                }
+              }
+            },
+            "description": "Job status (resultsUrl re-signed if completed)"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Authentication required"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Caller does not own this job"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Job not found (or expired past 30d TTL)"
+          }
+        },
+        "summary": "Get bulk-delivery job status for agents",
+        "tags": [
+          "Agents"
+        ]
+      }
+    },
+    "/v1/agents/count": {
+      "post": {
+        "description": "Return the exact number of agents matching the given filters. Accepts the same request body as `listAgents` (pagination and sort are ignored). Use this when you only need a total; to get the matching agents themselves, send the same request body to `listAgents`.",
+        "operationId": "countAgents",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/AgentListRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CountResponse"
+                }
+              }
+            },
+            "description": "Exact count of matching agents"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$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"
           },
-          "401": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Authentication required"
-          },
-          "402": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "anyOf": [
-                    {
-                      "$ref": "#/components/schemas/BulkDeliveryInsufficientCredits"
-                    },
-                    {
-                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
-                    }
-                  ]
-                }
-              }
-            },
-            "description": "Insufficient credits (balance < estimatedTotal, at 1 credit per row), OR the plan does not include push targets (`PLAN_REQUIRED`)"
-          },
-          "403": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "anyOf": [
-                    {
-                      "$ref": "#/components/schemas/BulkDeliveryForbidden"
-                    },
-                    {
-                      "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
-                    },
-                    {
-                      "$ref": "#/components/schemas/BulkDeliveryInsufficientScope"
-                    }
-                  ]
-                }
-              }
-            },
-            "description": "Delivery exceeds the 5,000-row limit available without the `bulk-delivery.agents` entitlement (lower `limit`, narrow the filters, or contact support for a limit increase), OR you may not use the push target (`FORBIDDEN`), OR a scoped token named a push-target destination without `push-targets:send` (`insufficient_scope`)."
-          },
-          "404": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
-                }
-              }
-            },
-            "description": "Push target not found (`TARGET_NOT_FOUND`)"
-          },
-          "409": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryPushTargetError"
-                }
-              }
-            },
-            "description": "Push target is disabled (`TARGET_DISABLED`)"
-          },
-          "502": {
+          "503": {
             "content": {
               "application/json": {
                 "schema": {
@@ -42328,29 +43453,45 @@
                 }
               }
             },
-            "description": "Preflight / S3 / DDB / ECS launch failure, or the push-target check could not reach the auth server"
+            "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": "Submit a bulk-delivery job for agents",
+        "summary": "Count agents matching filters",
         "tags": [
           "Agents"
-        ]
+        ],
+        "x-mm-records-via": "listAgents"
       }
     },
-    "/v1/agents/bulk-delivery/{jobId}": {
-      "delete": {
-        "description": "Cancels a queued or running agents delivery job.\n\nThe job is marked `cancelled` immediately; the container running it notices on its next page boundary and stops. Because a delivery is billed once, at the end, **a cancelled job is never charged** — no credits are debited and there is nothing to refund. No partial file is written.\n\nIdempotent-ish: cancelling a job that has already finished (or was already cancelled) returns 409 and changes nothing. Poll `GET /v1/agents/bulk-delivery/{jobId}` for the settled state.",
-        "operationId": "cancelAgentsBulkDeliveryJob",
+    "/v1/agents/{id}": {
+      "get": {
+        "operationId": "getAgent",
         "parameters": [
           {
-            "description": "Job ID returned by `POST /v1/agents/bulk-delivery`",
+            "description": "Agent document ID",
             "in": "path",
-            "name": "jobId",
+            "name": "id",
             "required": true,
             "schema": {
-              "description": "Job ID returned by `POST /v1/agents/bulk-delivery`",
+              "description": "Agent document ID",
               "type": "string"
             }
+          },
+          {
+            "description": "Period for volume/units (default: last12Months)",
+            "in": "query",
+            "name": "period",
+            "required": false,
+            "schema": {
+              "allOf": [
+                {
+                  "$ref": "#/components/schemas/Period"
+                },
+                {
+                  "description": "Period for volume/units (default: last12Months)"
+                }
+              ]
+            }
           }
         ],
         "responses": {
@@ -42358,31 +43499,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryStatusResponse"
-                }
-              }
-            },
-            "description": "Job cancelled; body is its settled status"
-          },
-          "401": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Authentication required"
-          },
-          "403": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/AgentDetailResponse"
                 }
               }
             },
-            "description": "Caller does not own this job"
+            "description": "Agent detail"
           },
           "404": {
             "content": {
@@ -42392,95 +43513,46 @@
                 }
               }
             },
-            "description": "Job not found (or expired past 30d TTL)"
+            "description": "Agent not found"
           },
-          "409": {
+          "413": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/PayloadTooLarge"
                 }
               }
             },
-            "description": "Job already finished — nothing to cancel"
+            "description": "Response payload too large"
           }
         },
-        "summary": "Cancel a bulk-delivery job for agents",
+        "summary": "Get agent by ID",
         "tags": [
           "Agents"
         ]
-      },
-      "get": {
-        "operationId": "getAgentsBulkDeliveryJob",
+      }
+    },
+    "/v1/agents/{id}/analytics/loan-mix": {
+      "post": {
+        "description": "Scoped to the agent's FINANCED deals: recorded loans on which the agent is the buyer's agent or the listing / co-listing agent, matched through the agent's MLS ids. Cash deals carry no loan and are not counted. The date window is the loan's recording date. Returns, for each side at once (`any`, `buyer`, `listing` — duals on `buyer`): the financed deal count and loan volume, how many were brokered (third-party origination), and the loan-type mix. For the prior period, call again with that period.",
+        "operationId": "agentLoanMix",
         "parameters": [
           {
-            "description": "Job ID returned by `POST /v1/agents/bulk-delivery`",
+            "description": "Agent document ID",
             "in": "path",
-            "name": "jobId",
+            "name": "id",
             "required": true,
             "schema": {
-              "description": "Job ID returned by `POST /v1/agents/bulk-delivery`",
+              "description": "Agent document ID",
               "type": "string"
             }
           }
         ],
-        "responses": {
-          "200": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/BulkDeliveryStatusResponse"
-                }
-              }
-            },
-            "description": "Job status (resultsUrl re-signed if completed)"
-          },
-          "401": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Authentication required"
-          },
-          "403": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Caller does not own this job"
-          },
-          "404": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Job not found (or expired past 30d TTL)"
-          }
-        },
-        "summary": "Get bulk-delivery job status for agents",
-        "tags": [
-          "Agents"
-        ]
-      }
-    },
-    "/v1/agents/count": {
-      "post": {
-        "description": "Return the exact number of agents matching the given filters. Accepts the same request body as `listAgents` (pagination and sort are ignored). Use this when you only need a total; to get the matching agents themselves, send the same request body to `listAgents`.",
-        "operationId": "countAgents",
         "requestBody": {
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/AgentListRequest"
+                "$ref": "#/components/schemas/AgentLoanMixRequest"
               }
             }
           }
@@ -42490,11 +43562,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CountResponse"
+                  "$ref": "#/components/schemas/AgentLoanMixResponse"
                 }
               }
             },
-            "description": "Exact count of matching agents"
+            "description": "Per-side financing profile"
           },
           "400": {
             "content": {
@@ -42545,98 +43617,18 @@
               }
             },
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
-          },
-          "503": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$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."
-          }
-        },
-        "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",
+        "summary": "Financing profile of the agent's deals, per side",
         "tags": [
           "Agents"
         ]
       }
     },
-    "/v1/agents/{id}/analytics/loan-mix": {
+    "/v1/agents/{id}/analytics/mortgaged-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. 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",
+        "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): `units` = financed deals recorded in the bucket, `volume` = their total loan amount (out-of-range fill amounts excluded and counted in `excluded`). `previous` is the same series for the prior window. `side` defaults to `any`; `buyer` + `listing` = `any` per bucket. Pair with `agentAnalyticsTimeSeries` (closed sales by sale date) for a mortgaged-vs-total chart — the two use different date axes (loan recording vs sale close), so a deal can land a month apart.",
+        "operationId": "agentMortgagedTimeSeries",
         "parameters": [
           {
             "description": "Agent document ID",
@@ -42653,7 +43645,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/AgentLoanMixRequest"
+                "$ref": "#/components/schemas/AgentMortgagedTimeSeriesRequest"
               }
             }
           }
@@ -42663,11 +43655,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/AgentLoanMixResponse"
+                  "$ref": "#/components/schemas/SimpleTimeSeriesResponse"
                 }
               }
             },
-            "description": "Per-side financing profile"
+            "description": "Financed deals and loan volume per bucket"
           },
           "400": {
             "content": {
@@ -42720,7 +43712,7 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Financing profile of the agent's deals, per side",
+        "summary": "The agent's financed deals and loan volume, over time",
         "tags": [
           "Agents"
         ]
@@ -42821,6 +43813,7 @@
     },
     "/v1/agents/{id}/breakdowns/cities": {
       "post": {
+        "description": "Ranks the agent's CLOSED sales (MLS status sold, a real sale price — rentals and lease listings excluded, duplicate MLS records of one sale counted once) by this dimension. The same population `POST /v1/agents/{id}/sales` returns with `flatFilters.mlsStatus: \"SLD\"` and the agent analytics routes count. `side` narrows to the deals the agent was on that side of (`buyer` includes deals on both sides; `buyer` + `listing` = `any`).",
         "operationId": "agentCities",
         "parameters": [
           {
@@ -42838,7 +43831,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/AgentSalesBreakdownRequest"
               }
             }
           }
@@ -43005,6 +43998,7 @@
     },
     "/v1/agents/{id}/breakdowns/counties": {
       "post": {
+        "description": "Ranks the agent's CLOSED sales (MLS status sold, a real sale price — rentals and lease listings excluded, duplicate MLS records of one sale counted once) by this dimension. The same population `POST /v1/agents/{id}/sales` returns with `flatFilters.mlsStatus: \"SLD\"` and the agent analytics routes count. `side` narrows to the deals the agent was on that side of (`buyer` includes deals on both sides; `buyer` + `listing` = `any`).",
         "operationId": "agentCounties",
         "parameters": [
           {
@@ -43022,7 +44016,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/AgentSalesBreakdownRequest"
               }
             }
           }
@@ -43189,6 +44183,7 @@
     },
     "/v1/agents/{id}/breakdowns/offices": {
       "post": {
+        "description": "Ranks the agent's CLOSED sales (MLS status sold, a real sale price — rentals and lease listings excluded, duplicate MLS records of one sale counted once) by this dimension. The same population `POST /v1/agents/{id}/sales` returns with `flatFilters.mlsStatus: \"SLD\"` and the agent analytics routes count. `side` narrows to the deals the agent was on that side of (`buyer` includes deals on both sides; `buyer` + `listing` = `any`).",
         "operationId": "agentOffices",
         "parameters": [
           {
@@ -43206,7 +44201,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/AgentSalesBreakdownRequest"
               }
             }
           }
@@ -43373,6 +44368,7 @@
     },
     "/v1/agents/{id}/breakdowns/states": {
       "post": {
+        "description": "Ranks the agent's CLOSED sales (MLS status sold, a real sale price — rentals and lease listings excluded, duplicate MLS records of one sale counted once) by this dimension. The same population `POST /v1/agents/{id}/sales` returns with `flatFilters.mlsStatus: \"SLD\"` and the agent analytics routes count. `side` narrows to the deals the agent was on that side of (`buyer` includes deals on both sides; `buyer` + `listing` = `any`).",
         "operationId": "agentStates",
         "parameters": [
           {
@@ -43390,7 +44386,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/AgentSalesBreakdownRequest"
               }
             }
           }
@@ -43651,6 +44647,7 @@
     },
     "/v1/agents/{id}/breakdowns/zip-codes": {
       "post": {
+        "description": "Ranks the agent's CLOSED sales (MLS status sold, a real sale price — rentals and lease listings excluded, duplicate MLS records of one sale counted once) by this dimension. The same population `POST /v1/agents/{id}/sales` returns with `flatFilters.mlsStatus: \"SLD\"` and the agent analytics routes count. `side` narrows to the deals the agent was on that side of (`buyer` includes deals on both sides; `buyer` + `listing` = `any`).",
         "operationId": "agentZipCodes",
         "parameters": [
           {
@@ -43668,7 +44665,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/BreakdownRequest"
+                "$ref": "#/components/schemas/AgentSalesBreakdownRequest"
               }
             }
           }
@@ -68808,7 +69805,7 @@
     },
     "/v1/originators/{nmlsId}/breakdowns/agents": {
       "post": {
-        "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.",
+        "description": "Ranks the real-estate agents on this LO's loans, by volume — the buyer's agent by default, the listing and co-listing agents with `side: \"listing\"`. Each loan is credited to the agent its MLS agent keys resolve to (a key naming several different people credits only the confirmed one), so `units` counts distinct loans per agent. `id` is that agent's id (pass it to `GET /v1/agents/{id}`); absent when the loan's key matches no agent profile, in which case `label` is the name the MLS recorded. Names that are an MLS placeholder for \"no agent recorded\" (`non member`, `non listed agent`, and ~140 board-specific spellings) are excluded — they are not people. Percentages are shares of the LO's whole loan population, so they do not sum to 100 across the page.",
         "operationId": "originatorAgents",
         "parameters": [
           {