Model Match CRM vs Mortgage Magic
Model Match CRM
modelmatch.comMortgage Magic
mortgage-magic.co.ukSide by side
| Figure | Model Match CRM | Mortgage Magic |
|---|---|---|
| Price from | $49/mo | £85/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 5 | 1 |
| Spec score · Mortgage CRM Software | 8.4 (#8) | 8.7 (#4) |
| Company headquarters | Crunchbase lists San Clemente, California, United States as headquarters. | LinkedIn identifies Rainham, London as headquarters. |
| Company size | LinkedIn lists Model Match as having 11–50 employees. | LinkedIn lists Mortgage Magic at 11–50 employees. |
| Founded | LinkedIn lists the company as founded in 2014. | LinkedIn gives 2019 as the founding year. |
| Integrations | The product advertises Gmail, Outlook, Claude, ChatGPT, Model Match API, MCP and push/webhook integrations. | Official pages name TransUnion and Experian credit-data integrations, with consent required for access. |
| Licence | The public pages reviewed do not state an open-source licence or provide self-hosting instructions. | The software, schemas and datasets remain the maker’s or licensors’ intellectual property; customers receive use rights rather than ownership. |
| 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. | The site states that it uses UK cloud infrastructure, role-based permissions, regular third-party penetration testing and AES-256 encryption at rest and in transit. |
| Security controls | Workspace administrators can independently assign permissions for organization, teams, access, security, billing and credits. | The maker states that it uses UK hosting, role-based access, penetration testing and AES-256 encryption in transit and at rest. |
| Support | The listed Standard plan includes help desk, email, and group training sessions; Ultra includes priority support. | The maker’s press page says it aims to respond to press inquiries within two hours during business hours. |
| 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. | Mortgage Magic is a UK platform combining mortgage sourcing, CRM, case management and compliance workflows for professional intermediaries. |
Plans
Model Match CRM
- Standard$49 a month
- Essentials$99 a month
- Premium$199 a month
- Ultra$399 a month
- EnterprisePriced on request
In their own words
Model Match CRM
Model Match CRM has no write-up on Specifiction yet; its figures are above.
Mortgage Magic
Mortgage Magic is a mortgage CRM, sourcing and compliance platform for UK mortgage advisers, broker networks, mortgage clubs and lenders. It combines pipeline management, task automation, document handling, a client diary and team collaboration with live lender criteria, whole-of-market product access and one-click sourcing through an AI sourcing engine. Compliance tools include automated file checks, FCA audit trails, SMCR management and RegData submissions. Clients can use a white-labelled mobile app to track mortgages, upload documents and communicate securely. Its Secure Portal includes AI Lender Connect, which analyzes lender forms and transfers case data to lender portals. The maker lists Android, iOS, web and Windows platforms; the Secure Portal is also available as a Windows 10/11 64-bit installer or as a PWA. Mortgage Magic lists a free plan and trial, and its Prometheus plan costs £85 a month. It says it uses UK cloud infrastructure, role-based permissions, regular third-party penetration testing and AES-256 encryption at rest and in transit.