Get Mortgage Market Intelligence by Asking Model Match

Ask Model Match is a conversational AI assistant built into your Model Match account that answers questions about loan officer production, real estate agents, companies, and mortgage market intelligence in plain English, then turns the conversation into a chart, dashboard, or document you can share. There’s no connector to install and no dashboard to learn first — you open Ask Model Match and start with a question.

Finding mortgage market intelligence has always meant knowing where to search, which filters to apply, and how to stitch the results together yourself. Ask Model Match collapses that into a conversation: ask what you want to know, and it works through the underlying data with you.

What you can ask

Ask about your market, real estate agents, loan officers, companies, production, relationships, and properties — anything you’d otherwise dig for across Market Insights, National Rankings, and a spreadsheet.

That single question replaces a search, a filter pass, and a manual cross-reference against agent data. A few more that map straight onto the loan officer production data and agent activity already in Model Match:

• Loan officers — production, volume, unit mix, and who a specific originator sends business to
• Real estate agents — buyer-versus-seller activity and lender relationships behind their transactions
• Companies and branches — top producers, recent movement, and market share
• Local markets — FHA share, purchase-versus-refinance mix, and trends by city or county
• Properties and loans — the individual records behind any of the above

Every answer is a starting point. Ask a follow-up, and Ask Model Match keeps working from there.

Ask a follow-up instead of starting over

A market question is rarely one-and-done — you narrow it, compare it, or ask why one number looks the way it does. Ask Model Match keeps the context from your previous question, so each follow-up builds on the one before it instead of making you rebuild the filters from scratch.

That’s the difference between a search screen and a conversation: the second question doesn’t need “Texas” or “lenders” restated. You can keep going — narrow by county, switch from lenders to the loan officers driving that growth, or ask what’s behind a number that looks off — and Ask Model Match carries the thread the whole way.

Turn the conversation into something you can share

Ask Model Match doesn’t stop at answering. Once you have the data and analysis you’re after, turn it into a chart, an interactive dashboard, or a document — something you can keep, refine, and hand to someone else without re-explaining the question that got you there.

Related conversations can live together inside a project, so a market you’re actively working stays in one place instead of spread across separate chats. And when a dashboard or report is worth showing your manager, a lender partner, or the rest of your team, share the conversation directly — as an owner, with view-only access, or with anyone who has the link — the same way you’d share a document.

Choose how deep the answer goes

A quick lookup like “look up this loan officer” doesn’t need the same work as “build me a market position report and flag my lender concentration.” Ask Model Match lets you set the effort behind each question:

• Quick — fewest tool calls, fastest answer, for simple lookups
• Standard — the balanced default for everyday questions
• Deep — plans the work, pulls multiple breakdowns, and verifies before answering
• Max — the deepest reasoning, reserved for the hardest questions
• Auto — starts balanced and goes deeper only when the question calls for it

Matching effort to the question means a name lookup stays fast and cheap, while a full market analysis gets the multi-step research it actually needs — without you having to guess which setting to pick.

Every answer traces back to a real record

Ask Model Match answers from the same loan officer, agent, company, and loan data behind Market Insights — not the open web. Each response shows its work: how long it took and how many live data calls it made to get there, so you can see that a claim came from a query against real records, not a guess. The account-level permissions are the same ones you already have in Model Match, so what Ask Model Match can see is exactly what you’d see searching yourself.

Ask Model Match vs. connecting Claude or ChatGPT

If you already live inside Claude or ChatGPT, the Model Match MCP server connects the same underlying data to those assistants, so you can ask about loan officer production or build a market position report without leaving your usual tool. Ask Model Match is the version that lives inside your Model Match account — no connector, nothing to configure, available the moment you log in. Use whichever fits how you already work; both answer from the same records.

Getting started

Ask Model Match is available now on every plan. Log into Model Match, open Ask Model Match, and start with a question — no connector and no additional setup required.

FAQs

What is Ask Model Match? Ask Model Match is a conversational AI assistant built directly into your Model Match account. You ask a question in plain English about loan officers, real estate agents, companies, or a local market, and it answers from the same mortgage and real estate data behind Market Insights, with the option to turn the answer into a chart, dashboard, or document.

Do I need to connect a separate AI tool to use it? No. Ask Model Match runs inside your Model Match account with no connector and no setup. If you'd rather work from Claude or ChatGPT instead, the Model Match MCP server connects the same data to those assistants, but that's a separate, optional path.

What data does Ask Model Match use to answer? It answers from live Model Match records: loan officer production, real estate agent activity, company and branch data, closed loans, and market-level statistics. It does not pull from the open web, so answers stay tied to records you could open and verify yourself.

What do the effort levels (Quick, Standard, Deep, Max) control? Effort controls how much work Ask Model Match does before answering. Quick handles simple lookups with the fewest tool calls, Standard is the balanced default, and Deep or Max run multi-step research and verification for harder questions. Auto adjusts the effort level for you based on the question, so straightforward lookups stay fast and cheap while complex analysis gets the depth it needs.

Can I share an Ask Model Match conversation with my team? Yes. Any conversation, chart, or dashboard can be shared with teammates by invite or link, with view or edit access, and organized into projects so related work stays together instead of scattered across separate chats.