Add Real Estate Agents and Originators to Pipelines in a click!
Easy
Text, call and email directly from your Pipelines. Then track responses and follow up.
Personal
Build trust as you advance deals and relationships through stages. Easily capture notes from meetings and conversations to ensure you’re saying the right things at the right times.
Sophisticated
Get reports about each individual and deal. See the new relationships you’re building. And the existing ones maturing toward real dollars in your mortgage pipeline.
Integrated
Model Match CRM connects easily with HubSpot, Gmail, Outlook, Salesforce, BombBomb, Total Expert, and thousands more via Zapier.
How to get started
Getting started with Model Match is super easy.
Choose your plan
Get access to the CRM on the Plus plan or higher (or contact our team to learn about our Enterprise options).
Start sourcing
Jump into Market Insights and start highlighting Loan Originators & Real Estate Agents you want to build a relationship with.
Add to Pipeline
Add your target Originators & Real Estate Agents to your Pipelines and start to nurture!