Model Match
Mortgage market intelligence platform for loan officers, branch managers, and recruiters
Model Match is a mortgage market intelligence platform that provides loan officers, branch managers, and recruiters with access to mortgage and real estate transaction data from 2017 to the present, refreshed continuously. It solves the problem of identifying active real estate agents, top-producing loan officers, and borrowers who may be ready to refinance, move, or tap equity, replacing guesswork with data-driven prospecting.
The platform includes several core capabilities: Real Estate Agent Intel for looking up agents by geography and seeing deal flow and referral partners; Borrower Triggers for spotting refinance-ready homeowners with interest rate, equity, and contact details; and Loan Officer & Lender Data for filtering originators by geography, product mix, and volume. It also offers an Industry Movement Report to track loan officer transitions between lenders, and built-in market reports such as National Leaderboards and Market Signals. Integrations include the Model Match API, Claude, and ChatGPT. The Essentials and Premium plans add a CRM with outbound calling, automated call notes, AI analysis, and relationship mapping.
Model Match is designed for individual loan officers, branch managers, and recruiting teams. It is offered on a month-to-month basis with a 14-day free trial. The Standard plan is seat-based at a flat monthly rate, with Essentials, Premium, and Ultra tiers providing increased usage limits and additional features such as unlimited exports and priority support.
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