Model Match CRM vs Viato
Model Match CRM
modelmatch.com
Viato
viato.aiSide by side
| Figure | Model Match CRM | Viato |
|---|---|---|
| Price from | $49/mo | $49/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| API | Yes | Yes |
| Plans published | 5 | 3 |
| Spec score · Mortgage CRM Software | 8.4 (#8) | 8.5 (#7) |
| Company legal name | Crunchbase lists the legal name as Model Match, Inc. | The website footer identifies the business as Viato LLC. |
| Integrations | The product advertises Gmail, Outlook, Claude, ChatGPT, Model Match API, MCP and push/webhook integrations. | Named integrations include Arive, LendingPad, UWM, Broker Marketplace, QuickBooks, Handwrytten, Goody, Stikkum, Google Workspace, Microsoft 365, RingCentral, Zoom, Meta and TikTok. |
| Licence | The public pages reviewed do not state an open-source licence or provide self-hosting instructions. | Viato software is owned by Viato and protected by intellectual-property law; the terms prohibit copying, modifying, distributing, selling or leasing it. |
| 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. | Viato says it encrypts data in transit with TLS and at rest with AES-256, and enforces organization-level isolation with database row-level security. |
| Support | The listed Standard plan includes help desk, email, and group training sessions; Ultra includes priority support. | The free plan includes community support and weekly office hours; the paid Support plan adds tickets, direct team replies, and priority response times. |
| 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. | Viato is a SaaS customer relationship platform designed for mortgage professionals, covering contacts, loans, communications, tasks, campaigns, automations, calendars, AI tools and loan-origination integrations. |
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.
Viato
Viato is a CRM built for mortgage professionals and loan officers, available on iOS and the web. It captures leads, creates contacts and opportunities, assigns them to teams or loan officers, and tracks lead sources and loan milestones. Automations can combine triggers, conditions, and multi-step actions to assign, text, create tasks, and nurture leads. Super Agent works across text, email, and chat to run workflows, update deals, and create tasks. Call features include voice AI, call transcription and summaries, and a power dialer that rings up to three contacts at once. A unified inbox brings email, SMS, and iMessage into threaded conversations; named communication tools include Gmail, Outlook, Twilio, and RingCentral. Arive and LendingPad are listed as live two-way loan-system integrations, while UWM is marked coming soon. Viato POS provides a guided borrower application, document portal, and lender branding. The Free plan includes CRM features and community support. Paid Support is $49 a month per loan officer, or $29/mo per operations staff member, and adds ticket access, direct replies, and priority response times.