Model Match holds the mortgage and real estate data — loan officers, agents, lenders, borrowers, and markets — and it doesn't have to live in our platform. Connect it to Claude, ChatGPT, or whatever you already work in, and go straight from a question to an answer.
Included on every paid plan and during your trial · no enterprise contract, no waiting on us
Top mortgage lenders · Charlotte, NC metro · 2026
Getting from the data to an answer was. Software has always made you learn how it organizes things before it would tell you anything. That's the part that changes — you start with the question, and let it work out which records it needs.
Reports, exports, spreadsheets, and most of an afternoon.
“Where should I actually spend my next 90 days?”
No decision about which report to run. Just the question, then a few follow-ups. Minutes later you know:
And you keep chipping away from there, until a broad question has turned into a plan.
Based on a working session with a loan officer; shown as an illustration of the flow.
Setup
You add Model Match the same way you'd add any other connector to your assistant — from its settings screen, with a URL and a sign-in.
Watch the setup (4 min)The connection signs in as you, so it needs an account. Fourteen days free, no setup call, nothing to schedule.
In Claude or ChatGPT, open connectors and add Model Match. Paste one URL, sign in when prompted, and approve the connection. That's the whole setup.
Best first move: ask about a market you know cold. When the names and volume match what you already know is true, you'll trust it on the markets you don't.
Added MCP server “modelmatch”
search_originators · market_signals · analyze_loans — ready in your assistant
Prefer the command line? Claude Code, Cursor, and any other MCP client take the server in one line — but you never have to open a terminal to use this.
Type them the way you'd say them out loud. Your assistant works out which records it needs, and you can keep pulling the thread — every follow-up keeps the context of the last answer.
No walled garden
Chat is one way in, not the only one. The same data reaches your AI tools, your own applications, and your integrations — and none of it requires an enterprise contract, a sales conversation, or our permission to start.
Claude, ChatGPT, Claude Code, Cursor — anything that speaks MCP. Ask in plain English and it queries the records directly.
How the MCP server worksA complete API across virtually every segment of the data, with public documentation and sample apps you can copy and deploy.
Developer docsA self-serve OAuth client builder, so you can create and ship an integration into your stack without waiting on us to build it for you.
And when you'd rather just log in and work — search, market reports, and the CRM are all still right there.
Some people live in Model Match every day. Some pull the data into another system and barely open the interface. Some build something we'd never have thought to build. We're good with all of it — the goal is to be the most useful, not the only place you can work.
Keep pulling the thread
The part a dashboard can't do. Narrow it to one county, drop the refis, sort it the other way — each follow-up carries the last answer's context, so you're refining a conversation instead of starting a filter over.
Top buyer agents · Mecklenburg County, 2026
Your account, your permissions
The connection signs in as you. Every question runs against your own account and the permissions you already have, so your assistant can reach what you could reach by logging in — and nothing else. Teammates connect with their own credentials, so access never travels with the setup.
Your team · May 2026
Funded volume: $48.3M · up 6% from April
Units: 132 loans · 9 loan officers
Strongest market: Charlotte metro · 41% of volume
Scoped to your seat's permissions — the same data you'd see in the app, nothing from the open web.
Something we didn't cover? Ask our team directly.
Start a 14-day free trial, connect Model Match to Claude or ChatGPT in about two minutes, and stop checking your assistant's homework.
By signing up, you agree to our Terms of Use & Privacy Policy
