Model Match
Model Match is a U.S. SaaS platform that provides mortgage and real estate intelligence data, including loan officer volumes, agent activity, and borrower refinance details, to loan officers, mortgage recruiters, and title insurance professionals via tiered subscriptions.
- Company typePrivate
- Founded2014
- HeadquartersSan Clemente, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Model Match does
Model Match is a privately held U.S. SaaS company that provides mortgage and real estate intelligence data to loan officers, mortgage recruiters, and title insurance professionals. Its platform aggregates nationwide real estate agent and loan officer transaction data dating back to 2017, surfacing active agents, loan officer production volumes, referral relationships, market activity alerts, and homeowner-level loan details including interest rates, equity positions, and contact information. The core platform, Market Insights, is augmented by add-on modules: Compass for listing alerts, a CRM with pipelines and outreach automation, PulseAI for AI-driven referral partner opportunity surfacing, and the more recent Borrower Insights module with Smart Borrower Search (natural language borrower lookup). Compliance tooling includes TCPA litigator tracking, per-phone-number DNC lookup, and 10DLC SMS registration.
The company's product surface is delivered through a tiered subscription model: Starter at $29/month, Standard at $49/month, Essential at $99/month (with PulseAI), and Premium at $199/month (with full CRM, outbound calling, SMS, and integrations), plus custom Enterprise pricing with invoice billing. Distribution combines a self-serve product-led growth motion (14-day free trial auto-converting to Starter) with an inside sales team for larger deployments, an affiliate partner program paying 20% recurring commission for 12 months, and a customer referral program. Native integrations with Total Expert, HubSpot, Salesforce, BombBomb, Gmail, Outlook, Teams, and Google Calendar (along with Zapier connectivity) embed the platform within standard mortgage lender marketing and CRM stacks.
The company is headquartered in San Clemente, California with a secondary office in Hickory, North Carolina, employs 11-50 people, and was founded by Kirk Waldfogel (CEO), Drew Waterhouse (CRO), Eric Levin (EVP of Client Development), and Thomas Seelbinder (Head of Product), who transitioned from Hammerhouse, a boutique mortgage recruiting agency, into the software platform. It serves enterprise mortgage lenders including Movement Mortgage, Rocket Pro, PRMI, Barrett Financial, Synergy Lending, Edge Home Finance, Union Home Mortgage, Lower LLC, Finance of America Reverse, and PRMG, alongside a long tail of individual subscriber loan officers.
Model Match firmographics
Firmographics- Name
- Model Match
- Legal name
- Model Match, Inc.
- Website
- https://modelmatch.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Model Match is a U.S. SaaS platform that provides mortgage and real estate intelligence data, including loan officer volumes, agent activity, and borrower refinance details, to loan officers, mortgage recruiters, and title insurance professionals via tiered subscriptions.
- Ownership category
- akta.pro rank
Model Match industry classification
Industry- Product category
- Mortgage & Real Estate Intelligence SaaS
- NAICS
- Mortgage and Nonmortgage Loan Brokers (522310), Offices of Real Estate Agents and Brokers (53121), Offices of Real Estate Agents and Brokers (531210)
- SIC
- Loan Brokers (6163), Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Credit Data, Trimerge & Credit Analytics (FSALALAG)
- akta.pro secondary industries
- Automated Valuation Models (AVM) & Property Data/Analytics (FSALALAJ), Quality Control (QC), Compliance & Audit Tools for Underwriting (FSALALAL)
Keywords
Where Model Match is headquartered
LocationHeadquarters
- HQ city
- San Clemente
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Model Match business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription - Starter Plan: Entry-level subscription at $29/month providing access to recent transaction date ranges for Real Estate Agents and Loan Officers. Includes Year to Date, Trailing 6, 12, 14 months and previous fiscal year data. Month-to-month with no annual commitment.
- SaaS Subscription - Standard Plan: Mid-tier subscription at $49/month providing complete access to historical (2017+) and current real estate and mortgage data, market activity alerts, and real estate agent monitoring.
- SaaS Subscription - Essential Plan: Premium subscription at $99/month including Standard features plus full PulseAI access, borrower property listing visibility, and AI-powered referral opportunity surfacing.
- SaaS Subscription - Premium Plan: Top-tier subscription at $199/month including all Essential and Standard features plus unlimited Pipelines, outbound phone calls, one-click exports, SMS with 10DLC compliance, activity reporting, and all integrations.
- Enterprise Custom Plans: Custom enterprise pricing with unlimited license options, exclusive team training, dedicated Customer Success Manager, and invoice-based payment for larger organizations.
- Affiliate Partner Commission: 20% recurring commission for 12 months for each referred paying customer. Paid via PayPal or Direct Deposit on the 16th of each month. 60-day cookie tracking.
- Referral Program: $25 credit for each successful referral signup. Friends also receive $25 off when signing up. Credits applied to monthly invoices.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Starter - Entry level for Loan Officers at $29/month |
| Subscription | Monthly | Standard - Total access to historical and current data at $49/month |
| Subscription | Monthly | Essential - Power features with PulseAI at $99/month |
| Subscription | Monthly | Premium - Full platform access with CRM at $199/month |
| Subscription | Pay-as-you-go | Enterprise - Custom team solutions |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels9 records
Model Match product offering
Product offeringCore offering
Model Match is a SaaS platform that provides mortgage and real estate intelligence data to Loan Officers, Mortgage Recruiters, and Title Insurance professionals. It aggregates nationwide real estate agent and loan officer transaction data, historical records back to 2017, and borrower insights to help users identify active referral partners, monitor competitor activity, and find refinance candidates. The platform includes a CRM module, listing alerts (Compass), and an AI assistant (PulseAI) for automated referral opportunity analysis.
Product overview
Model Match is a mortgage and real estate intelligence SaaS platform offering a unified product with modular add-ons. The core platform is Market Insights, which provides nationwide Real Estate Agent and Loan Officer data including transaction volumes, referral relationships, and historical data (2017+). This core is augmented by add-on modules: Borrower Insights (early access) for homeowner loan details and AI-powered Smart Borrower Search; CRM for contact and pipeline management; Compass for listing alerts; and PulseAI for AI-driven referral partner opportunity surfacing. The platform is sold through tiered pricing plans (Starter at $29/month, Standard at $49/month, Essential at $99/month, Premium at $199/month, and custom Enterprise) with month-to-month billing and a 14-day free trial. Native integrations with CRM, marketing automation, and communication tools are available alongside Zapier connectivity for no-code automation.
Differentiator
Problem solved
Functional benefit
Products and services
- Market Insights Core platform module providing nationwide Real Estate Agent and Loan Officer data, including transaction volumes, referral relationships, market activity alerts, and historical data dating back to 2017. Enables users to search by zip, city, county, or state to identify active agents and loan originators in any area.
- Borrower Insights Module revealing homeowner loan details including interest rates, equity positions, property valuations, loan balances, LTV ratios, and borrower contact information. Includes Smart Borrower Search using natural language AI to find optimal refinance candidates, with DNC compliance flags and one-click export to Excel or CRM.
- CRM Customer relationship management module for building and managing lists of Real Estate Agents and Loan Officers, tracking conversations, sending messages, setting reminders, and collaborating with team members. Includes Pipelines for organizing targets, tracking engagement, and activity reporting dashboards.
- Compass Listing alert system that notifies users when targeted Real Estate Agents list properties in their area. Monitors specific agents' activities and sends notifications when properties financed by the user are listed for sale.
- PulseAI AI-powered market analysis assistant that automatically analyzes referral partner networks to uncover hidden opportunities. Surfaces Real Estate Agents with the greatest opportunity for referrals, identifies borrowers listing properties, and provides business capture insights with transaction overlay analysis.
Quantifiable outcome
- 3 loans in 2 hours reported by loan officer user Leonard Pollard of Movement Mortgage
- +1 more outcomes
Companies that use Model Match
Customer profileNamed customers13 records
Segments4 records
Ideal customer profiles4 records
Model Match technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration19 records
AI capability6 records
Feature9 records
Model Match partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- Total ExpertcoreNative integration allowing seamless push of Loan Originators or Real Estate Agents directly to Total Expert account, ensuring Journeys deliver impactful content to highly sought prospects and referral partners.
- HubSpotcoreNative integration to sync Model Match to HubSpot, trigger workflows, notifications, and build custom reports using Model Match data.
- SalesforcecoreNative integration to transfer contacts from Model Match to Salesforce, build custom dashboards, convert leads, and collaborate with team.
- GmailcoreConnect Gmail to send outbound emails directly from Model Match to Originators or Referral Partners.
- OutlookcoreConnect with Outlook to send outbound emails or schedule meetings directly on Outlook Calendar.
- Google CalendarcoreConnect Google Calendar to schedule meetings with Agents or Originators directly on Google Calendar.
- ZapiercoreNo-code integration via Zapier to connect Model Match with thousands of popular apps for workflow automation including mloflo, Surefire, Slack, LeadPops, Follow Up Boss, Google Sheets, Airtable, Monday, LeadConnector, Klaviyo, and thousands more.
- Affiliate PartnersminorAffiliate partners (mortgage coaches, social media influencers, business coaches) earn 20% recurring commission for 12 months per referred customer. 60-day cookie tracking, paid on 16th of each month via PayPal or Direct Deposit.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Model Match competitors and assessment
Company assessmentDirect peers
- BatchLeads: Mortgage lead generation and data platform serving similar loan officer, real estate agent, and mortgage professional customers. Provides comparable transaction data, agent/loan officer search, and marketing automation tools — direct head-to-head competitor in the same mortgage prospecting niche.
- Surefire CRM: Mortgage-specific CRM and marketing automation platform with consumer data, lead generation, and outreach features. Comparable customer base of loan officers and mortgage professionals with overlapping prospecting and CRM workflow capabilities.
- Chime Technologies: Real estate team CRM and lead generation platform with IDX websites, lead routing, and consumer data. Competes in the same real estate professional prospecting and CRM category as Model Match with similar team-level positioning.
- LionDesk: Real estate CRM platform with contact management, video email, and lead generation features serving individual real estate agents and small teams. Overlaps with Model Match's CRM and outreach capabilities for real estate professionals.
- Real Geeks: Real estate lead generation and CRM platform serving individual agents and teams with IDX websites and consumer lead capture. Comparable in providing data-driven prospecting tools, though focused more on consumer leads than agent/loan officer intelligence.
- PropStream: Real estate data platform providing property records, comps, and lead lists primarily to real estate investors. Adjacent in property data and analytics; shares data aggregation playbook and CRM-adjacent features with Model Match.
Broad incumbents
- HouseCanary: Real estate analytics and valuation platform providing AVMs, property data, and market analytics to financial institutions and investors. Broader incumbent in property data with overlapping capabilities in valuation, transaction analytics, and AI-driven insights.
- ICE Mortgage Technology: Industry incumbent providing loan origination systems (Encompass), servicing, and data/analytics across the mortgage lifecycle. Massive data assets and established lender relationships; could bundle competing intelligence features into its existing platform.
- Cotality: Property data and analytics giant (formerly CoreLogic) providing nationwide real estate, mortgage, and consumer data to financial institutions. Overlaps with Model Match's property transaction and agent data with much broader scale and product portfolio.
Emerging players
- Total Expert: Mortgage and financial services customer engagement platform with CRM, marketing automation, and Journeys. Model Match integrates directly with Total Expert; partial overlap in mortgage professional workflow tools and CRM capability.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Model Match social profiles
Digital presenceModel Match compliance and trust
Trust signalCompliance1 record
Model Match financial estimates
Financial estimateRevenue estimate
Valuation estimate
Model Match leadership team
Management profileNumber of profiles
Profiles5 records
Model Match funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Model Match M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Model Match
What does Model Match do?
Model Match is a SaaS platform that provides mortgage and real estate intelligence data to Loan Officers, Mortgage Recruiters, and Title Insurance professionals. It aggregates nationwide real estate agent and loan officer transaction data, historical records back to 2017, and borrower insights to help users identify active referral partners, monitor competitor activity, and find refinance candidates. The platform includes a CRM module, listing alerts (Compass), and an AI assistant (PulseAI) for automated referral opportunity analysis.
Is Model Match a public or private company?
Model Match is a private company. It is classified as venture growth investor backed and is currently operating.
When was Model Match founded?
Model Match was founded in 2014. It employs 11 to 50 people.
Where is Model Match based?
Model Match is headquartered in San Clemente, United States, in the North America region.
How does Model Match make money?
Seven revenue lines are on record. SaaS Subscription - Starter Plan is the primary driver. The others are saaS Subscription - Standard Plan, saaS Subscription - Essential Plan, saaS Subscription - Premium Plan, enterprise Custom Plans, affiliate Partner Commission and referral Program.
Who are Model Match's main competitors?
Direct peers on record are BatchLeads, Surefire CRM, Chime Technologies, LionDesk, Real Geeks and PropStream. Broad incumbents are HouseCanary, ICE Mortgage Technology and Cotality. Total Expert is listed as an emerging player.
Does Model Match have an API?
No public API is recorded for Model Match.
What industry is Model Match in?
Model Match's product category is Mortgage & Real Estate Intelligence SaaS. Its primary akta.pro industry code is FSALALAG, Credit Data, Trimerge & Credit Analytics, with a secondary code of FSALALAJ, Automated Valuation Models (AVM) & Property Data/Analytics. Its NAICS code is 522310 and its SIC code is 6163.