Model Match: Mortgage & Real Estate Data Platform
Model Match helps mortgage professionals and recruiters identify active referral partners and borrowers. It supports teams that need to track market volume and manage recruiting pipelines.
At a glance
- Category
- Browse Real Estate tools
- Best for
- Loan Officers, Mortgage Recruiters, Title Insurance Professionals, Branch Managers
- Pricing
- Plans start at $29/month (Starter), with Standard ($49/month), Essential ($99/month), and Premium ($199/month) tiers. All plans are month-to-month and include a 14-day free trial.
- Key use cases
- Referral Partner Identification, Mortgage Recruiter Sourcing, Refinance Opportunity Tracking, Competitor Monitoring
- Integrations
- HubSpot, Salesforce, Total Expert, Gmail, Outlook
- Official website
- Visit Model Match official website
Model Match is a market intelligence tool providing data on real estate agents, loan officers, and borrowers. It allows users to search for active professionals by geography and analyze volume reports to identify where business is being captured in their market.
The platform is designed for loan officers, mortgage recruiters, and title insurance professionals. It includes a CRM to manage pipelines and track interactions, as well as listing alerts to notify users when specific agents or borrowers list properties.
Buyers should note that while basic data is included in all plans, certain tools like PulseAI and historical data from 2017 are available on higher-tier plans. Additionally, while Borrower Insights are accessible, accessing specific details such as contact info and equity balance involves an additional cost per loan.
Key Features
Market Insights
Search for active real estate agents and loan officers by zip code, city, county, or state to analyze volume and activity.
Borrower Insights
Access details on borrowers, including interest rates, equity positions, and property valuations.
CRM Pipeline Management
Organize targets into lists, track engagement, assign team members, and set reminders for follow-ups.
PulseAI
An AI-driven tool designed to identify referral partners with the greatest opportunity for business.
Listing Alerts
Notifications that trigger when monitored real estate agents or borrowers list properties for sale.
Historical Transaction Data
Access to mortgage and real estate transaction records dating back to 2017 on Standard plans and above.
Use Cases
Referral Partner Identification
Finding active real estate agents in a specific geography to build new referral relationships.
Mortgage Recruiter Sourcing
Looking up loan officer volume reports to identify candidates who fit a company's growth profile.
Refinance Opportunity Tracking
Identifying borrowers whose current interest rates or equity positions may make them a candidate for refinancing.
Competitor Monitoring
Reviewing volume reports to see which lenders or agents are capturing business in a target market.
Best For
- Loan Officers
- Mortgage Recruiters
- Title Insurance Professionals
- Branch Managers
Integrations
- HubSpot
- Salesforce
- Total Expert
- Gmail
- Outlook
- Zapier
- BombBomb
- Webhooks
Pricing
Plans start at $29/month (Starter), with Standard ($49/month), Essential ($99/month), and Premium ($199/month) tiers. All plans are month-to-month and include a 14-day free trial.
FAQ
Is there a long-term contract for Model Match?
- No, all plans are month-to-month and can be cancelled at any time without an annual commitment.
Can I access historical data on the cheapest plan?
- The Starter plan provides access to recent transactions; full historical data from 2017 and custom date ranges require the Standard plan or higher.
Does Model Match offer a free trial?
- Yes, it offers a 14-day free trial, after which accounts typically convert to the Starter plan.
Are borrower contact details free?
- While the Borrower Insights feature is accessible, there is an additional cost per loan to access specific details like contact information and equity balances.
Source category: Real Estate
Source subcategory: Analytics & Reporting
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Categories
Software Type
How AI is used
Model Match is a mortgage and real estate intelligence platform for loan officers and recruiters. It supports the identification of active referral partners and borrowers through market data and AI-driven insights. Buyers should be aware that detailed borrower contact info often incurs a per-loan cost.
Pros & Cons
Pros
- Month-to-month contracts with no annual commitment.
- Includes both real estate and mortgage data in all plans.
- Built-in CRM for managing data and contacts in one place.
- Offers a 14-day free trial for new users.
Cons
- Access to specific borrower contact and equity details requires an additional cost per loan.
- Full historical data (2017+) is not available on the Starter plan.
- Advanced features like PulseAI require the Essential plan or higher.
