ABOUT

WHAT IS MODEL MATCH?

Model Match is an innovative platform that supports individual and team hiring goals for companies in the mortgage and financial services industries. The Model Match recruiting solution incorporates processes, best practices and proven methodologies for sourcing, attracting, hiring, onboarding and retaining production talent. The Model Match recruiting platform enables our clients to efficiently and effectively manage infilling and strategic growth initiatives by leveraging their best resources, their managers, leadership and internal recruiting departments. We do this through a feature set that includes perfected processes and strategies implemented through online and mobile applications.

WHY THE MODEL MATCH RECRUITING PLATFORM WAS CREATED

Model Match was created as a solution to challenges that exist in the process of recruiting “passive” production/revenue generating talent. Those challenges include:

Most companies utilize and modify fragmented and disparate systems for other parts of their business to support recruiting (contact management, marketing, hire process, onboarding and performance management).

The industry lacks platforms and systems to support production recruiting from cradle to grave.

Most companies lack an objective means to ‘match’ production talent and their business to the Six Core Components (Business, Leadership, Culture, Operations, Technology and Geography) of an organization in a systematic and scalable way.

The top ‘recruiting’ managers and leaders are naturals; even without systems they have success. The rest of the leaders and managers out there have lacked a business plan and easy-to-follow system for sourcing, attracting, hiring, onboarding and retaining production talent.

Leaders lack metrics to make educated business decisions to best support the growth of production.

Our team has attended hundreds of client meetings and industry events over the past several years. The results of those meetings spawned an idea for a technology-based platform that could create stronger efficiency, visibility and accountability to the process of recruiting overall…this idea became Model Match.

LEADERSHIP

The Model Match leadership team has decades of combined years of experience in technology and helping financial services organizations build and retain production through organic and other strategies. The culmination of all those years and time in the industry is being put to work as the Model Match platform evolves over time.

 MEET THE FOUNDERS

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KIRK WALDFOGEL

With over 20 years in the technology industry, Kirk’s expertise spans SMS and Mobile Marketing, as well as Telecommunications, including traditional, mobile and VoIP telephony. He has a proven track record in creating innovative solutions including hosted PBX solutions, telephony for web based applications, and other web based solutions.

Kirk’s former companies were winners of VentureNet99, selected to participate in the UCLA Anderson School of Management Entrepreneur Program, and earned a Most Innovative Product Award at CES in 2003.  Recently his accolades include winning 2014 CTIA Startup Lab, selected as 2014 Telcom Council of Silicon Valley Most Innovative Product, and winner of the 2014 CES AppNation Garage.

Kirk is also an avid pilot and a member of Angel Flights, a non-profit charitable organization of pilots.  Kirk uses his airplane and time to provide free air transportation for those who have medical needs, are financially distressed, or in a time-critical, non-emergency situation due to their medical condition.

ASK KIRK

DREW WATERHOUSE – CEO

As CEO, Drew sets and executes the vision and overall strategy for Model Match. Over the last 20 years, Drew has developed his career on building, managing and leading highly productive sales teams.

As one of the co-founders of Hammerhouse, LLC, Drew has been a successful headhunter since 1996. He got his start within the technology industry placing highly skilled technologists worldwide. In 2001, he made a shift over to financial services space. He was instrumental in organically growing an in-house headhunting firm, as well as designing and leading concierge (on-boarding) and acclimation groups for two publicly traded companies.

Outside of his dedication to his partners and employees, he and his wife live in San Clemente, CA with their son and daughter. He is actively involved in Sport Car racing and anything extreme sports related.

ASK DREW

STEVE RENNIE – CSO

As Chief Sales Officer, Steve drives business development and sales for Model Match and has also been involved with getting the product from inception to launch.

Steve built his career over the past 15+ years working with executive and street production management at Mortgage, Bank and Wealth Management firms helping grow and retain production through organic recruiting efforts and Model Matching to the Six Core Components pre-technology platform. Prior to Hammerhouse, Steve was in the staffing industry working with business application development professionals and sales/leadership teams for software and systems integration firms.

Steve and his wife, Tiffany, live with their three daughters in San Clemente, CA. Outside of business, Steve enjoys spending time with family and friends as well as an active outdoor lifestyle of surfing, mountain biking and skiing.

ASK STEVE

ERIC LEVIN-VP, National Business Development

Eric leads Business Development for Model Match, introducing the solution to organizations that are open to more effective and efficient infilling and growth initiatives by leveraging their best resources, their local managers.

Eric has spent the last 15 plus years supporting the strategic growth needs of clients within the Mortgage Banking and Financial Services Industry as an external partner with an internal “value add” approach.  As a Partner at Hammerhouse, Eric has been instrumental in supporting the growth of what is today a leader in the Mortgage Banking recruiting space with a core focus on the production side within Wholesale, Retail, and Correspondent divisions.   This has been accomplished by treating recruiting as a process and not an event, with specific coaching and consulting necessary to achieve results in both short-term growth and long-term retention.  Eric utilizes a hands-on/client partnership approach that extends into on-site coaching and training, industry speaking engagements, and authoring articles for various industry publications.  In 2013, Eric was recognized by National Mortgage Professional as one of the “Top 40 Most Influential Mortgage Professionals Under 40”.

Outside of the industry, Eric stays busy serving on various local Boards that serve the communities’ youth, and spending as much time as possible with his favorite people, his wife Nikki and their two sons Abe and Tate.

ASK ERIC

ERIC PETERSEN-VP,Training,Education & Adoption

Eric is responsible and tasked with supporting Model Match clients and users with Training & Education. As a master of the Model Match processes and methodology, Eric will be able to impact the learning and expertise curve for clients and users to accomplish their goals leveraging the Model Match Platform.

Eric has been in sales and financial services for over 20 years. He joined a national retail mortgage banker in 2004 and began to build relationships to drive market share growth. Eric has always focused on building long-term relationships with like-minded business professionals and the process of Model Matching. He has trained, coached and executed on strategies to support client’s infilling of existing offices as well as expanding into new markets. Eric is currently supporting implementation and project management through education, adoption, training, and coaching. Eric and his wife of 16 years, Jennifer, live in Ladera Ranch, CA with their two daughters and three sons. Aside from business, Eric enjoys exercise, martial arts, and spending time with his family and friends.

ASK ERIC

ADVISORS

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Jonathan Ord

DealerSocket
Founder/CEO, Executive

As CEO, Jonathan Ord sets vision and drives overall strategy for DealerSocket. Jonathan co-founded DealerSocket in 2001 to create a revolutionary model for industry niche CRM applications. Both DealerSocket and Jonathan have received many accolades including being named Best Overall Company globally in the 2008 Stevie International Business Awards, Best Management Team in the 2009 American Business Awards, one of the Red Herring North American 100 in 2009. Additionally, Jonathan has been honored as one of the most successful young Entrepreneurs and Executives in Southern California, being honored with the 2010 Excellence in Entrepreneurship Award from the Orange County Business Journal.

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Matthew Redden

DealerSocket
CMSO, Sales

Matt drives sales through a unified approach that incorporates marketing, sales and customer support. Over the last 18 years, Matt has built his career around strategic marketing and driving sales in multiple markets through an innovative and focused approach. He began his career in the pharmaceutical industry where he worked for Parke-Davis (Pfizer), Merck and Sanofi-Aventis.

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Bob Holmen

Managing Director

Bob is currently General Counsel of Aequitas Capital, a diversified financial services company. Prior to Aequitas, Bob served as Managing Director and Chief Operating Officer of Miramar Venture Partners. From 2001 to 2015, Bob worked with the Miramar team to raise three venture funds, investing in fifty companies. Bob led select investments, represented Miramar on portfolio company boards, and served as CFO and General Counsel for the Miramar funds.

Bob received his B.S. in Electrical Engineering from Stanford University in 1985, and his J.D. from UC Berkeley School of Law (Boalt Hall) in 1989.

The Model Match recruiting platform uses proven methods for sourcing, attracting, hiring, and retaining production talent for organizations.