Account Setup
Once you’ve completed getting started, set up your workspace so your team can work alongside you.
Invite teammates
Section titled “Invite teammates”- Go to Settings → Team.
- Click Invite member.
- Enter an email address and role (Admin, Member, or Viewer).
Invited teammates receive an email with a signup link that expires in 7 days.
Notification preferences
Section titled “Notification preferences”Model Match can notify you when:
- An agent on your watch list closes a new transaction
- A loan officer you’re tracking changes companies
- A saved search returns new matches
Configure delivery under Settings → Notifications (email, Slack, or in-app).
Workspace defaults
Section titled “Workspace defaults”- Market: the default geographic scope for new searches
- Currency & date format: regional display settings
- CRM sync: connect HubSpot or Salesforce for bi-directional contact sync