Model Match
Make the switch

Switch to Model Match & we'll pick up the tab.

Model Match is free for whatever's left on your current plan, up to 12 months, so you never pay for both. Realtor relationships, borrower retention, and team growth. One subscription.

“Model Match has been a HUGE avenue of our targeted approaches to identifying perspective referral partners in our industry.”
Abdel Khawatmi · PRMG, Inc

Trusted by over 25,000 industry professionals:

Movement Mortgage Edge Home Finance PRMG Rocket Pro Barrett Financial Atlantic Coast MortgagePremier Mortgage Resources Union Home Mortgage Lower Finance of America Reverse

The switch guarantee

Never pay for two platforms at once

On a month-to-month plan

Your first two months of Model Match are free, so you can cancel your old plan without paying for both.

On an annual agreement

Model Match is free until your current contract ends, up to 12 months. You finish out the term you're locked into, and we don't charge you a dime until it's over.

Verification required. Credit is based on your plan type and the paid time remaining when your invoice is reviewed — up to 12 months on an annual plan.

Why teams switch

See the difference

Eight things Model Match includes that most platforms charge extra for or don't offer.

“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
  • Real estate & mortgage data access

    Model Match: Included on every plan — no separate dataset add-on

    Our competitors*: Separate subscriptions and pricing for each dataset

  • AI access through Claude, ChatGPT & your own agents

    Model Match: Query live data over MCP from Claude, ChatGPT, or Ask Model Match

    Our competitors*: No AI assistant access — pull your own reports by hand

  • CSV / Excel exports

    Model Match: Export as often as you need — it never touches your credits

    Our competitors*: Every export spends a credit, and the cap is low

  • Pushing data to other systems

    Model Match: Push to your CRM or any system over webhooks and native integrations

    Our competitors*: Not available, or metered by credit caps

  • Borrower contact info

    Model Match: Borrower Insights surfaces contact details on past borrowers

    Our competitors*: Requires an external tool, and still spends credits

  • Lists for referral partners & loan officer prospects

    Model Match: Create as many lists as you need, with no cap

    Our competitors*: Lists are capped — hit the limit and you're stuck

  • Outbound calling intelligence

    Model Match: Every call scored with AI sentiment and a recommended next action — built into your CRM

    Our competitors*: No native CRM — requires additional integrations or spend

  • Collaboration with your support team

    Model Match: Your support team works the same record, inside your workspace

    Our competitors*: Support has no access, or works from a separate tool

*As of October 2026. No specific competitor represented; products vary.

Market Insights

See every active Realtor in your market, sorted by volume

Search any city, ZIP, or brokerage and see which agents are closing deals right now. Filter by price band, see who they close with, and export the list when you're ready.

“Searching for agents and filtering by location and average sale price, then drilling into each transaction they've had — cash or loan, loan type, interest rate. This is just great!”
Joshua Bassan
Founder, Honest Mortgage, Inc.

Companies

Showing 7 of 1,240

Company Location Volume Units LOs
Summit Mortgage NMLS #271845 Austin, TX $1.24B 3,210 142
Cascade Mortgage Co. NMLS #335072 Seattle, WA $980.5M 2,740 118
Meridian Home Loans NMLS #418207 Denver, CO $864.2M 2,455 104
Beacon Lending Group NMLS #559120 Charlotte, NC $712.8M 1,980 96
Harbor Point Lending NMLS #604933 Tampa, FL $645.0M 1,760 88
Allied Home Lending NMLS #688310 Columbus, OH $521.3M 1,520 73
Crestline Mortgage NMLS #711204 Phoenix, AZ $498.7M 1,410 69
Name
License Number
Time Period
Location
Brokerage
Volume
Units
Average Loan Amount
Average Sale Price
Active Listings
Has active listings

Total Originators

5

Top 3 Concentration

87.2%

Total Mortgage Volume

$4.3M

Avg Loan Size

$165K

Originators

Originators this agent has worked with and their transaction history

Export
Buyer Search by name, NMLS, or company…
Name Company Volume Units Avg Loan Size Wallet Share
DF Diane Foster NMLS: 992041 Crestline Mortgage, Inc. $2.9M 16 $181K 67.6%
JR Josh Ramsey NMLS: 1583390 Crestline Mortgage, Inc. $480K 3 $160K 11.2%
LH Lisa Hartman NMLS: 2114870 Allied Home Lending, Inc. $360K 3 $120K 8.4%
LB Luke Bauer NMLS: 2640115 Riverbend Federal Credit Union $310K 2 $155K 7.2%
CV Christopher Vance NMLS: 1330682 Brightway Mortgage, Inc. $240K 2 $120K 5.6%
Rows per page 25 1 – 5 of 5

Relationship intelligence

See who's already working with whom

Spot agents with active ties to specific loan officers and lenders, so you know who already works together before your next Realtor or loan officer conversation.

“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

The difference, live

Ask Claude or ChatGPT to build it for you

Model Match connects over MCP, so your assistant can pull live data from 6B+ real estate and mortgage records and build the whole report for you.

Claude Model Match
Build me a loan officer production dashboard for Charlotte — top producers, volume, and purchase mix.
Assembling your dashboard from Charlotte production records:
originatorAnalytics · metro: Charlotte, NC 2.3s

Loan officer production · Charlotte, NC · trailing 12 mo

LOs in band 3,354
Median volume $118M
Avg purchase 66%

Top producers by volume

Sarah McAllister $119.5M
Marcus Webb $103.4M
Dana Kowalski $94.1M
Tyler Brandt $78.6M
Built from Model Match production records · sample values shown
Ask Model Match Share
What's the mortgage history for 418 Maple Crest Ave in Hickory?
Searching property records in Hickory, NC (28601):
Property · id: property_mm_37035370319 2.4s

418 Maple Crest Ave, Hickory, NC 28601

Owner: Daniel & Maya Okafor

Current mortgage balance: $264,517 · 5.4% rate

Last sale: Jan 2020 · $250,000 (listed $249,900)

Listing agent: Maria Vance · Blue Ridge Realty

Property record Loan record Agent profile

Your own AI, built in

Or let our agents do the work with Ask Model Match

No connector to set up. Ask who's worth calling next, whether that's a Realtor, a past borrower, or a loan officer, and our agents pull the property, loan, and agent records behind the answer.

Make the switch

Three steps, and you're covered

  1. 1

    Create your account

    Create your account and get full Premium access right away — no charge today.

  2. 2

    Upload your receipt

    From inside your account, upload your last invoice or billing receipt.

  3. 3

    We apply your credit

    We review it and add the credit to your account. You keep full access the whole time.

Ready to switch

We'll set you up on our Premium plan so you can start exploring right away. There's no charge to start, and you can upgrade or downgrade at any time.

Create my account

Questions first? Email support@modelmatch.com and we'll walk you through it.

“Model Match works!” Leonard Pollard, Loan Officer, Movement Mortgage · Watch the video

The questions we get asked first

Something we didn't cover? Ask our team directly.

Switch to modern market intelligence

Create your account, upload your last invoice, and we'll add your credit so you're not paying for two platforms at once.

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