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Tech riderRev. 9 Oct 2026

Model Match CRM

Ch 176.7of 29Mortgage CRM Software
  1. 1Runs onAPI, Web
  2. 2Costsfree trial · paid from $49/mo
  3. 3Referral partner managementYes
  4. 4Loan pipeline trackingYes
  5. 5Marketing automationYes
  6. 6SMS automationYes
6 lines stated Written from the maker's own pages: modelmatch.com
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The Model Match CRM homepage

Overview

Model Match CRM is ranked #17 of 29 in mortgage CRM software on Specifiction. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $49/mo.

Model Match CRM plans and pricing

All plans
Standard $49/mo Month-to-month Nationwide loan officer and real estate agent data · Help desk, email and group training modelmatch.com · 9 Oct 2026
Essentials $99/mo Month-to-month Includes CRM · Unlimited lists · Outbound calling and email · Automated call notes and AI analysis modelmatch.com · 9 Oct 2026
Premium $199/mo Month-to-month 5x more usage than Standard · Unlimited profile and list exports modelmatch.com · 9 Oct 2026
Ultra $399/mo Month-to-month 10x more usage than Standard · Priority support modelmatch.com · 9 Oct 2026
Enterprise Custom Unlimited team members · Custom usage limits · SSO/SAML/SCIM · Onboarding support · Dedicated Customer Success Manager modelmatch.com · 9 Oct 2026

Compared on mortgage CRM software

Free plan
Nomodelmatch.com
Referral partner management
Yesmodelmatch.com
Loan pipeline tracking
Yesmodelmatch.com
Marketing automation
Yesmodelmatch.com
SMS automation
Yesmodelmatch.com

Facts

Purpose
The CRM manages loan officers, real estate agents, and partners with live production and market data on records.modelmatch.com · 9 Oct 2026
Pipeline tools
It includes lists, custom fields, statuses, tasks, calling, and email for recruiting and referral pipelines.modelmatch.com · 9 Oct 2026
Production data
Records show production history including volume, units, average loan size, and product mix, with data refreshed automatically.modelmatch.com · 9 Oct 2026
Calling
Users can call from a record on their own number, with calls transcribed and AI-generated notes, sentiment, and next steps.modelmatch.com · 9 Oct 2026
Enrichment
The CRM flags new titles, locations, and phone numbers for review, and changes are applied only when accepted.modelmatch.com · 9 Oct 2026
Relationships
Record views include relationship insights such as loan history with agents and producers at their offices.modelmatch.com · 9 Oct 2026
Calendar
Tasks and meetings created on records sync to Google or Microsoft calendars.modelmatch.com · 9 Oct 2026
Email integrations
Users can send email from their own Gmail or Outlook account within a record.modelmatch.com · 9 Oct 2026
Team collaboration
Teams can share records, assign follow-ups, mention teammates, and keep notes and activity in sync.modelmatch.com · 9 Oct 2026
Imports
CRM records can be imported from CSV, TSV, or TXT files, or pasted, and imports can be enriched against Market Insights.help.modelmatch.com · 9 Oct 2026
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.docs.modelmatch.com · 9 Oct 2026
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.modelmatch.com · 9 Oct 2026
Support
The listed Standard plan includes help desk, email, and group training sessions; Ultra includes priority support.modelmatch.com · 9 Oct 2026
Company locations
The company lists San Clemente, California and Hickory, North Carolina as locations.modelmatch.com · 9 Oct 2026

Best Model Match CRM alternatives

See all 20
All accessCh 01 KudosCRM Free planFree trialWeb from $9/mo7.5 All accessCh 02 MloFlo AndroidiOS from $4.99/mo7.5 All accessCh 03 Mortgage Magic Free trialAndroidiOS from £85/mo7.4 All accessCh 04 MapleConnect Free planFree trialAPI from $199/mo7.3 All accessCh 05 Total Expert Free planAndroidAPI from $100/mo7.3 All accessCh 06 Effi Free trialAndroidAPI from $180,120/mo7.1

Where it ranks on Specifiction

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