Ag Lending

Training path and guides for loan officers, relationship managers, and credit staff at ag lending institutions.

New to CamoAg? Start with Terms to Know, then personalize your account and review Reports, Data Sources, and Update Frequency.

For loan officers, relationship managers, and credit staff at banks, Farm Credit associations, and other ag lenders. This page follows the CamoAg Financial Officer training: work through it in order to go from first login to using CamoAg for prospecting, competitive intelligence, and cross-selling.

*Some modules require an Enterprise subscription with an additional data integration.

What You’ll Be Able to Do

• Set up your account and navigate the map and its layers
• Find a prospective borrower, save the operation, and generate a Deep Research report
• Build a farm from owned parcels, connect it to a contact, and add it to a shared Portfolio
• Read mortgage data on the map and in reports to spot refinance and renewal opportunities
• Run a CMA with at least 5 comparable sales

Part 1: Getting Oriented

• Who/What is CamoAg?

CamoAg brings together land, ownership, operations, sales, and financial records in one place. For lenders, that means finding borrowers, sizing up collateral, and watching the competition.

Guide	What it’s for
Terms to Know	Definitions for terms used throughout CamoAg
Reports, Data Sources, and Update Frequency	Where CamoAg’s data comes from and how often it updates

• Account Settings

Set a default location (your primary lending territory), and add a profile photo and phone number. Colleagues see these when you share Portfolios and farms.

Guide	What it’s for
Personalize Your Account	Set your default location, photo, and contact details

• Map Layers Overview

A quick tour of the base layer, additional layers, land boundaries, company layers, Operations, and Financial. Operations, Financial, and Farm Sales get deeper coverage below.

Guide	What it’s for
Map Overview	Navigate the map and turn layers on and off

Try it: turn on Land Boundaries and Financial in your own territory.

• Search

What you can search, how to narrow results, and how to find a landowner or parcel in your county.

Guide	What it’s for
Search Overview	What can be searched and how results work
Using the Search Feature	Video walkthrough of search settings and filters

Try it: run one search of your own and find the parcel on the map.

Part 2: Operations and Farms

• Deep Dive: Operations Layer

The Operations layer shows who is farming the ground, not just who owns it. Click through an operation, save it to edit (accounts without a CRM integration), walk through the Operator panel, and run Deep Research before a first call. From Highlight on Map, select a contact or prospect to create a farm from all owned parcels, connect a contact, and create a Portfolio.

Guide	What it’s for
CamoAg Operator Map Layer*	See operators on the map by acreage bucket, and filter the layer
Operations	Everything CamoAg holds on an operation in one view
Navigating the Operation Profile	Video walkthrough of each section of the Operator panel
Deep Research	AI-generated report on holdings, operation size, affiliates, and associated individuals
Locate All Parcels Owned by an Entity	See an entity’s entire ownership footprint on the map, and save it as a farm. Includes a video.
Acreage Overview by Owner	Summarize a landowner’s holdings across all of their entities
Merging Operations	Combine entities into one operation so the full footprint shows together
Connecting Operations	Record relationships between operations that stay separate
USDA Subsidy Payments Pro: Use Cases	See what USDA program payments an operation receives

• Creating a Farm and Building a Comparative Market Analysis (CMA)

Add a farm to your account, generate reports on it, build a CMA, and use the Farm Sales layer to check collateral value against recent sales.

Guide	What it’s for
Adding a Property Using Farm Builder	Build a farm from one or more parcels so you can track it as collateral. Includes videos.
Generate Farm Report	Create a report for a farm
Comparative Market Analysis	How CMAs work
Creating a CMA	Value a farm against comparable sales, step by step. Includes a video.
Using the Farm Sales Map Layer	Find sold farms and upcoming auctions in an area
View Sales within a Distance of Parcel	Video walkthrough of seeing nearby sales without building a CMA
Portfolio Use Cases	Organize farms and share them across your team

Activity 1: Operators Layer Prospecting

Take one prospect from the map to a shared Portfolio on your own, repeating modules 5 and 6.

1. Find a prospect

   Use the Operators layer to identify a prospective customer.

2. Save the operation

   Save the operation and request contact information.

   If your organization’s CRM is integrated with CamoAg, skip to step 3.

3. Research it

   Generate a Deep Research report. Note what you would bring up on a first call.

4. Build the farm

   Locate all owned parcels and create a farm from one or more of them. Connect the farm to the contact you created.

5. Share it

   Add the farm(s) to a Portfolio, then add at least one other user and give them Portfolio access.

Part 3: Financial Data

• Financial Layer

View mortgages on the map and click into one for details. The map shows one mortgage at a time; the reports in Part 4 let you filter thousands of them by lender and date.

Guide	What it’s for
Using the Mortgages Data Layer*	See mortgages on the map, color-coded by lender. Includes a video.

Part 4: Reporting Use Cases

Use case	Report	What to do	Guides
Mortgage Refinance Opportunities	Mortgages or UCC Blanket Liens	Filter by a competitor bank to uncover a potential refinance opportunity, or by a competitor and a mortgage taken out 5 years ago that is up for renewal	Prospecting Using the Mortgages Report* (video) Mortgages Pro: Use Cases* Prospecting Using the UCC Blanket Lien Report* (video)
Identify Opportunities Using Blanket Liens	UCC Blanket Liens	Use the Collateral filter for types such as “livestock”, “poultry”, “bailor”, or “bailee”	UCC Filings Pro: Use Cases* UCC Blanket Liens or Equipment Debtors Data*
Prospecting and new business	CamoAg Operators	Find prospects in a target county; filter by acreage, crop type, livestock, or tags to isolate non-customers	Prospecting Using the Operators Report* (video)
Cross-selling and expansion	Contacts	Find a customer with an operating line of credit but no insurance (or the reverse) and suggest a cross-sell	Contacts Report Managing Contacts and Operations
Auction research and planning	Owners	Find an upcoming auction and add it to your calendar; identify investor owners and share the auction with them	Owners Report: Use Cases Generating a Mailing List for an Upcoming Auction (video) Upcoming Auctions Delivered to Your Inbox (video)
Land investor prospecting	Largest Farmland Buyers & Sellers	Filter to buyers in your counties over the last few years to find investors and expanding operations who may need land financing	Identify Potential Land Investors (video)
Comparable Market Analysis	CMA	Pick a subject property and build a CMA with at least 5 comparable sales	How to Create a CMA (video)

Activity 2: Use Cases

Pick two use cases from Part 4 and complete them in CamoAg. For each one, note:

• Why you chose it
• The filters and steps you used
• The opportunity you found and the next action you’d take with it

Mobile App Review

Guide	What it’s for
Getting Started with the iOS App	Install the app and find your way around. Includes a video.
Search on iOS	Search for parcels, owners, and operations in the field
Notes	Log notes on operations and contacts from your phone. Includes a video.

Next Steps

Pick one workflow from this page to use in the next week. For help, contact CamoAg support.