Elementix
Guides

Finding Maturing Loans

Use the filters on the Transactions page to identify loans nearing maturity.

The Transactions page lets you identify loans nearing maturity that fit your credit box. Use the sidebar filters to filter national mortgages and find opportunities.

Maturity Date Filter

To find loans that mature in the next 6 months, select the maturity filter and click the "Next 6 months" preset.

Maturity date filter showing the Next 6 months preset

For the best opportunities, focus on loans maturing at least one month from now. Loans maturing rapidly are often already paid off or refinanced — lenders can delay satisfaction recordings for several months.

Loan Term Filter

If you are looking to refinance loans from a specific loan term (e.g. 9 months or 5 years), add the loan term filter.

Try adding 1 month of padding, as loan terms are not always perfectly aligned. For example, when looking for 12-month loans:

Loan term filter with padding applied

Payoff Status Filter

Filter out loans that were already refinanced or paid off using the Payoff filter.

Payoff status filter to exclude already-paid loans

Preset Filter View

There is a preset view that can be selected in the "View" dropdown in the sidebar. This filter can be used as a starting point and then modified to suit your needs.

Preset view dropdown in the sidebar

On this page