Model Match CRM

Spec sheet

What it does

Model Match is a mortgage and real-estate market-intelligence platform with CRM workflows for loan officers, agents, recruiters and lending teams.Read 15 Oct 2026 · modelmatch.com

Purpose

The CRM manages loan officers, real estate agents, and partners with live production and market data on records.Read 9 Oct 2026 · modelmatch.com

Integrations

The product advertises Gmail, Outlook, Claude, ChatGPT, Model Match API, MCP and push/webhook integrations.Read 15 Oct 2026 · modelmatch.com

Security

The privacy policy says Model Match uses technical and organizational measures to protect information and notes that no network or system can be guaranteed fully secure.Read 9 Oct 2026 · modelmatch.com

Support

The listed Standard plan includes help desk, email, and group training sessions; Ultra includes priority support.Read 9 Oct 2026 · modelmatch.com

Founded

LinkedIn lists the company as founded in 2014.Read 15 Oct 2026 · linkedin.com

AI call analysis

Call processing can produce notes, sentiment, summaries and suggested next actions.Read 15 Oct 2026 · modelmatch.com

API and access

The API supports API keys and OAuth 2.0, and its CRM scopes cover workspace records, lists, contacts, notes, tasks, meetings, and calls.Read 9 Oct 2026 · docs.modelmatch.com

API limits

API-key rate limits depend on the subscription plan and exceeded requests return HTTP 429 with a Retry-After header.Read 15 Oct 2026 · docs.modelmatch.com

API pagination

List endpoints use cursor-based pagination designed for datasets containing hundreds of millions of records.Read 15 Oct 2026 · docs.modelmatch.com

API scope

Documented OAuth scopes include CRM records, lists, contacts, notes, tasks, meetings, calls, workspace data, members, teams and billing.Read 15 Oct 2026 · docs.modelmatch.com

Automated enrichment

The CRM flags changed titles, locations and phone numbers for user approval before applying updates.Read 15 Oct 2026 · modelmatch.com

Borrower Insights

Borrower Insights searches for refinance and HELOC opportunities using equity, rate, loan age and location criteria and can reveal contact information.Read 15 Oct 2026 · modelmatch.com

Calendar

Tasks and meetings created on records sync to Google or Microsoft calendars.Read 9 Oct 2026 · modelmatch.com

Calling

Users can place outbound calls from a record using their own number, with calls recorded and transcribed.Read 15 Oct 2026 · modelmatch.com

Company headquarters

Crunchbase lists San Clemente, California, United States as headquarters.Read 15 Oct 2026 · crunchbase.com

Company legal name

Crunchbase lists the legal name as Model Match, Inc.Read 15 Oct 2026 · crunchbase.com

Company locations

The company lists San Clemente, California and Hickory, North Carolina as locations.Read 9 Oct 2026 · modelmatch.com

Company size

LinkedIn lists Model Match as having 11–50 employees.Read 15 Oct 2026 · linkedin.com

CRM records

The CRM stores loan officers, agents, companies and branches with notes, tasks, meetings, calls, production data and relationship information.Read 15 Oct 2026 · help.modelmatch.com

CRM reports

A reports dashboard tracks calls, emails, meetings, tasks, wins and pipeline over selectable periods and exports results to CSV, Excel or PDF.Read 15 Oct 2026 · modelmatch.com

Custom workflows

Users can create list-specific custom fields, statuses and tags for recruiting and referral pipelines.Read 15 Oct 2026 · modelmatch.com

Documentation

The public help center contains Getting Started, CRM, Market Insights, AI/MCP, account-management and legacy-product sections.Read 15 Oct 2026 · help.modelmatch.com

Email integrations

Users can send email from their own Gmail or Outlook account within a record.Read 9 Oct 2026 · modelmatch.com

Enrichment

The CRM flags new titles, locations, and phone numbers for review, and changes are applied only when accepted.Read 9 Oct 2026 · modelmatch.com

Import and enrichment

CSV, TSV, TXT or pasted records can be imported and optionally matched to Market Insights for enrichment.Read 15 Oct 2026 · help.modelmatch.com

Imports

CRM records can be imported from CSV, TSV, or TXT files, or pasted, and imports can be enriched against Market Insights.Read 9 Oct 2026 · help.modelmatch.com

Independent comparison

Polygon Research describes Model Match as focused on list building, contact enrichment, outreach workflows and borrower prospecting, while noting that public pages do not explain record deduplication or dataset freshness.Read 15 Oct 2026 · polygonresearch.com

Licence

The public pages reviewed do not state an open-source licence or provide self-hosting instructions.Read 15 Oct 2026 · docs.modelmatch.com

Limit: data freshness

A reviewer complained that loan-officer and realtor performance data could take too long to appear and that broker affiliations were outdated.Read 15 Oct 2026 · mortgageadvisortools.com

Limit: usability

A reviewer said the layout was difficult to read, search was not obvious and learning required watching a video.Read 15 Oct 2026 · mortgageadvisortools.com

Live production data

Records show production volume, units, average loan size and product mix that refresh from Model Match data.Read 15 Oct 2026 · modelmatch.com

MCP server

The MCP server exposes Model Match API endpoints as tools for Claude, ChatGPT and other compatible assistants at mcp.modelmatch.com/mcp.Read 15 Oct 2026 · docs.modelmatch.com

Notable news: CRM reports

Model Match announced its CRM Reports dashboard on September 2, 2026.Read 15 Oct 2026 · modelmatch.com

Notable news: Ultra plan

Model Match announced the Ultra tier on September 11, 2026.Read 15 Oct 2026 · modelmatch.com

Outbound email

The product sends email from connected Gmail or Outlook accounts without leaving a record.Read 15 Oct 2026 · modelmatch.com

Ownership and funding

The company describes itself as 100% bootstrapped and independent rather than owned by a mortgage company or lender.Read 15 Oct 2026 · modelmatch.com

Pipeline tools

It includes lists, custom fields, statuses, tasks, calling, and email for recruiting and referral pipelines.Read 9 Oct 2026 · modelmatch.com

Praise: data accuracy

A reviewer said Model Match data felt more accurate than Homebot.Read 15 Oct 2026 · mortgageadvisortools.com

Praise: overall experience

One reviewer reported that the overall experience had been good.Read 15 Oct 2026 · mortgageadvisortools.com

Privacy and security statement

Model Match says it uses technical and organizational safeguards but does not guarantee that systems are completely secure.Read 15 Oct 2026 · modelmatch.com

Production data

Records show production history including volume, units, average loan size, and product mix, with data refreshed automatically.Read 9 Oct 2026 · modelmatch.com

Public API

The REST API uses /v1 endpoints and supports API-key authentication or OAuth 2.0.Read 15 Oct 2026 · docs.modelmatch.com

Rating on Mortgage Advisor Tools

4.5 out of 5 from 18 reviewsRead 15 Oct 2026 · mortgageadvisortools.com

Relationship insights

Profiles expose loan history, agent relationships and other producers at a company or branch for list building.Read 15 Oct 2026 · modelmatch.com

Relationships

Record views include relationship insights such as loan history with agents and producers at their offices.Read 9 Oct 2026 · modelmatch.com

Security controls

Workspace administrators can independently assign permissions for organization, teams, access, security, billing and credits.Read 15 Oct 2026 · help.modelmatch.com

Team collaboration

Teams can share records, assign follow-ups, mention teammates, and keep notes and activity in sync.Read 9 Oct 2026 · modelmatch.com

TypeScript SDK

Official documentation shows an @model-match/api TypeScript client and a separate @model-match/oauth helper package.Read 15 Oct 2026 · docs.modelmatch.com

Plans and prices

Every Model Match CRM plan and price →

Where Specifiction places it

• Mortgage CRM Software#8 of 298.4