Is there a cost for getting access to both Real Estate & Mortgage data?

No. Access to both real estate and mortgage data is included in every Model Match plan. You don't need a separate subscription to view loan officer production data.

Can I view transaction details?

Yes — transaction details are included on your reports across available date ranges, with mortgage and real estate history shown wherever we have it on a property.

Is there an annual commitment?

No. All Model Match plans are month-to-month. You can cancel any time.

What plan do I need to access all historical data?

Date ranges starting from 2017, custom date ranges, and all-time views unlock on the Standard plan and above.

Can I upgrade my plan or add team members?

Yes. Model Match scales with you — upgrade your plan or add team members any time from your account.

Is there an additional cost for access to Borrower Insights?

There's no additional cost to access Borrower Insights itself. There is a small per-loan cost to reveal contact info, equity balance, equity percentage, interest rate, and other details. Learn more on the Borrower Insights page.

For Loan Officers

Know which agents to back — and which borrowers are slipping away

See which agents are worth your time, catch past borrowers refinancing elsewhere, and stay ahead of your market — all in one place.

Start your trial View pricing

Model Match search home for loan officers, with real estate agents, loan officers, branches, and market reports in the sidebar

Market & partner intelligence

See your market — and the agents in it — clearly

Track which real estate agents and offices are closing deals, find the ones that fit how you lend, and stay current on every shift in your market.

Agent activity

See who's actually closing deals

Track real estate agent activity across your market so you know which agents are worth a call — and which referral partners deserve your focus.

The right fit

Match with agents who fit how you lend

Surface the agents whose loan types, price points, and borrower mix line up with your business — so outreach lands with partners who convert.

Office intelligence

Break down any real estate office

Open a real estate office to see its most active agents — and which loan officers are already capturing the majority of its business.

Market Signals

Know your market cold

Market Signals keep you current on the mortgage activity shaping your area, so you walk into every conversation as the expert in the room.

Borrower retention & insights

Stop losing past borrowers to other lenders

Watch who's refinancing away, then mine your database for the borrowers you should be calling first — with the contact, equity, and rate detail to act.

See who's refinancing away

Track how many of your past borrowers refinanced with other loan officers and lenders, month over month — so you can step in before you lose the next one.

Deep loan filters

Filter by equity position, interest rate, loan type, and transaction date to surface the past borrowers most ready for a refinance.

Full borrower profiles

Pull a complete borrower profile on demand — current rate, equity position, and contact details on any loan.

Rebuild your database

Reconnect with borrowers you've lost track of. Export clean, formatted lists, ready to drop into your CRM and start the conversation.

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.”