Is this a full CRM, or do I still need another one?

It's a full CRM — lists, custom fields and statuses, tasks, notes, calling, and email — built specifically for loan officers and recruiters. Many customers use it on its own; others run it alongside an existing CRM through our integrations.

Can I make calls and send email from inside Model Match?

Yes. Call from your own number right on the record, and the notes write themselves — every call comes back with sentiment and suggested next steps. For email, send from your own Gmail or Outlook without leaving the record, with each contact's live data pulled in to personalize the message.

Where does the data on each record come from?

Records link directly into Market Insights, so transaction data for agents, companies, and branches stays current on the record — production, relationships, and history update without you re-keying anything.

Can I import my existing contacts?

Yes. Import records from other sources and enrich them against Model Match's transaction data, so contacts you bring in come back with the production and relationship context already attached.

Can my whole team share lists and records?

Yes. Share lists and individual records with teammates and keep notes, statuses, and activity in sync across the team.

The CRM with loan officer and agent data built in

Manage the loan officers, agents, and partners you work with — all in one place, with live production and market data right on the record. No exporting, no re-keying, no guessing who produces.

Get started

All people

Hickory Loan Officers

People

Search people… Filter Saved Refresh Import New Person

Name Company Name Last Activity Location Total Volume Total Units Status

Marcus Delgado NMLS #395723 Crestline Mortgage, Inc. 2h ago San Luis Obispo, CA $0.0M 0 Offer

Priya Raman NMLS #1989681 Summit One Lending Yesterday San Diego, CA $0.0M 0 Meeting set

Owen Whitfield NMLS #2492013 Crestline Mortgage, Inc. 2 days ago Sacramento, CA $0.0M 0 Contacted

Camille Soto NMLS #582907 Cardinal Home Loans 4 days ago Los Altos, CA $0.0M 0 Nurturing

Tabitha Hughes NMLS #623256 Crestline Mortgage, Inc. 1 week ago Virginia Beach, VA $0.0M 0 Prospect

Rows per page 25 1 – 25 of 30 1 2

One workspace for the whole pipeline

One CRM for recruiting and referrals

Lists, custom fields, tasks, calling, and email — everything originators and companies need to work both pipelines, backed by the market data your records run on.

Custom fields & statuses

Shape every record to your workflow

Build each list around how you actually work — the exact fields, statuses, and tags your recruiting and referral pipelines run on.

Outbound email

Send email without leaving the record

Send from your own Gmail or Outlook without leaving the record — each contact's live data pulled in so every message lands personal.

Automatic notes

Your call notes, written for you

Every call comes back written up for you — no scribbling while you talk — with how it went and the next step already laid out. Stay on the person, not the notepad.

Import & enrich

Bring your contacts in with context

Import contacts from anywhere and they land with production numbers and relationships already attached — no re-keying, no cleanup.

Records on live data

Open a record and the market data is already there

Production, transferability, and referral concentration sit right on the card, next to your notes, tasks, and call history. Prep takes seconds — not a round-trip through three tabs.

Overview Activity Notes Tasks Production Relationships

Producer Tier

Top Producer

Established, team or high-efficiency solo

Referral Concentration

Diversified

Top partner 12% of units — well-diversified

Transferability 4/5 Portable

Referral 5

Product 3

Geography 5

Rate 3

Self-Suff. 5

Open Tasks

Scheduled Meetings

Last Activity

2h ago

Upcoming

Send branch P&L comparison Due tomorrow Task

Follow-up call Thu · 10:00 AM Meeting

Recent activity

Tommy Rivera added a note 2h ago

Left VM — circle back Thursday re: branch move

Tommy Rivera tried calling (805) 555-0148 Yesterday

No answer

Tommy Rivera tried calling (805) 555-0148 Yesterday

No answer

Tommy Rivera called (805) 555-0148 · 0:51 Yesterday

Caller hung up Quick chat Recorded

View transcript

Market data built in

Production history that keeps itself current

Volume, units, average loan size, and product mix come straight from Model Match and refresh on their own. See exactly how someone produces before you pick up the phone.

Last 14 Months View full report in Market Insights

Total Volume

$0M

Total Units Closed

Average Loan Size

Buyer Agent Partners

Loan Type

Category Volume / Units / Share

VA $3.6M / 10 Units

Conventional $2.6M / 7 Units

FHA $1.0M / 3 Units

Reverse Mortgage $0.5M / 2 Units

USDA $0.3M / 1 Unit

Transaction Type

Purchase

Category Volume / Units / Share

Purchase $7.1M / 20 Units

Refinance $0.6M / 2 Units

Equity $0.3M / 1 Unit

Outbound calling

Call from your own number — and let AI take the notes

Call straight from the record on your own number — no separate dialer, no copy-pasting. Every call comes back with notes, sentiment, and the next step already written up.

Call with Marcus Delgado

(805) 555-0148 · Outbound · 4:12

Recorded

Transcript

Marcus This is Marcus.

Tommy Hey Marcus — Tommy with Crestline. Caught you at a bad time?

Marcus I've got a couple minutes, go ahead.

Tommy Appreciate it. Saw your branch closed 228 units last year — wanted to see how things have felt since the merger.

Marcus Busy. Comp plan's been a moving target though, not gonna lie.

Tommy That's exactly what I'm hearing. Worth me sending over how our branch P&L splits out?

Marcus Yeah, send it. Thursday morning's good to talk.

AI analysis

Sentiment

Positive — receptive

Summary

Open to a conversation. Frustrated with a shifting comp plan post-merger — a clear opening. Agreed to review a branch P&L comparison and talk again Thursday.

Action steps

Send branch P&L comparison
Schedule follow-up Thursday AM
Loop in regional manager

Automated enrichment

Catch every change the moment it happens

Model Match spots new titles, locations, and phone numbers, then flags the record for you to accept or skip. Your data stays current on its own — and nothing changes until you say so.

Relationship insights

See their network — and who to engage next

Your closed-loan history with an agent and the top producers in their office, right on the record — one click to add them to a list. Know who someone works with, and the next conversation picks itself.

Your history with this agent

Your most recent loan with Paige Glenn.

Closed 1 yr ago

26266 Park View Rd Conventional

$0.0M

Sold for: $1.4M
Listed by: Craig Martin
Listing office: Pinnacle Estate Properties

Add colleagues from Evergreen Realty Group

Top producers in the same office, sorted by buyer-side volume.

Carla Brenner

100 buyer-side deals · $0.0M

Add to list

Jeanine Walsh

62 buyer-side deals · $0.0M

Add to list

Jordan Tanner

51 buyer-side deals · $0.0M

Add to list

View full office roster

Tasks & meetings

Every follow-up and meeting, on the calendar you already use

Set tasks and schedule meetings right on the record, synced to the Google or Microsoft calendar you already live in. The next touch never slips.

Tasks

5 Calendar synced

Anyone New task

OpenCompleted

All Past due Today Upcoming

Select all

Upcoming · 5

Send branch P&L comparison Tomorrow Marcus Delgado TR Tommy Rivera

Intro call — recruiting Thu · 10:00 AM Priya Raman DC Dana Cole

Confirm the regional signed off on comp Jul 14 Owen Whitfield EL Eric Lane

Quarterly check-in Fri · 2:00 PM Camille Soto TR Tommy Rivera

Follow up on the comp-plan questions Jul 15 Tabitha Hughes DC Dana Cole

Team collaboration

Work the pipeline together, in one thread

Share records, assign the next step, and @mention teammates right where the work happens. Notes and activity stay in sync, so a hand-off never means a cold start.

Notes

Marcus Delgado · Crestline Mortgage

TRDCEL +2

Tommy Rivera assigned Dana Cole 2h ago

@Dana Cole can you take this one? Marcus is warm after today's call — comp plan is the opening.

2 Reply

Dana Cole 1h ago

On it. Booking a follow-up for Thursday and sending the branch P&L over first.

Eric Lane 44m ago

@Tommy Rivera looped in the regional — he's aligned on the comp structure.

Aligned Reply

TR Write a note… @ to mention a teammate

Hear from those who made the switch

Loan officers, branch managers, and recruiting teams using Model Match every day.

“Model Match is a proven commodity which, unlike others in this space, continues to invest and evolve in order to deliver the absolute best in class mortgage and real estate data and insights — ultimately leading to results.”

Chris Sorensen

PRMG, Inc

“Model Match has been a HUGE avenue of our targeted approaches to identifying perspective referral partners in our industry.”

Abdel Khawatmi

PRMG, Inc

“Thanks to Model Match, I am confident that I'm focusing on the real estate agents who can truly help me grow my business — it's a total game changer.”

Ralph Watkins

REMLOAgent.com

“Such an amazing tool to open up opportunities that you can find in seconds, not minutes.”

JJ Jerotz

SynergyOne Lending, Inc

“I love Model Match!!! Best in the biz. Period!”

Eric Skalstad

Sierra Pacific Mortgage

“Loving the value that we are getting from Model Match! You guys have built a great solution.”

Andrew Pawlak

RebelIQ

CRM — frequently asked

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