Get Your Data House in Order: Realtor Intelligence & Past-Customer Marketing with Jeff Walton (InGenius)

This week on WeeklyroadMAP, Brian Hale sits down with Jeff Walton, CEO of InGenius, to break down why the top 30% of loan officers produce 72% of all business in the market — and it comes down to one thing: their data house is in order.

Jeff pulls back the curtain on how InGenius blends 23 different data sources into one of the most accurate production and relationship datasets in the mortgage industry, and how originators, branch managers, and recruiters can put it to work. You'll learn how to:

• Identify which realtors in your market are actually selling real estate — not just talking about it
• Rebuild your complete loan-level customer history in seconds, going back years
• Turn your past customer database into your strongest referral engine
• Get accurate, enriched contact data flowing into your CRM
• Use daily listing alerts to reach past customers and partners before a deal is already done
• Know the limits of the data — why production numbers lag and how to use rate data responsibly

Plus, Brian opens the episode with a market update on interest rates, the ongoing impact of Middle East tensions on the 10-year Treasury, and what next week's CPI, PPI, and retail sales data could mean for rates heading into the back half of 2026.

If you want to move up the production ladder, this episode is your playbook for getting your data house in order.

Guest: Jeff Walton, CEO of InGenius
Learn more: ingenius-data.com

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