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June 2026
Turn loan data into warm leads
Introducing Borrower Insights. Search the loan market by the criteria that matter — equity, rate, loan age, location — to find refinance and HELOC opportunities, then reveal verified contact info when you’re ready to reach out.
May 2026
Find the right people, faster
Smarter search and export. New filters (years in business, loan volume, broker status, and more), “Best Matches” to surface the strongest fits first, and cleaner one-click exports to take your lists anywhere.
April 2026
Model Match V3 is here
A brand-new Model Match. Search loan officers, real estate agents, companies, and branches in one place, with rich profiles for every one of them. See who’s moving, who’s producing, and where the opportunities are — all in a cleaner, faster experience.
See who's on the move
New recruiting and market-movement intelligence. The Industry Movement Report and Talent Flow show you who’s hiring, who’s leaving, and where top talent is heading — so you can spot recruiting opportunities before anyone else.
March 2026
We went into the lab
We went quiet for a few months on purpose. We tore Model Match down to the studs and rebuilt it from the ground up — faster, cleaner, and built for everything we’re about to ship. Thanks for your patience. It was worth it.
September 2025
Improved TCPA tracking
We’ve updated our TCPA litigator tracking, including a new column in all new and previously generated export files. You’ll find the new column labeled TCPA, with a Yes or No to indicate whether the borrower was involved in current or previous TCPA litigation.
Improved DNC results
We now show the result of our DNC lookup for each specific borrower phone number. Two new columns appear for each phone number — Phone Number 1 DNC and Phone Number 2 DNC — each with a Yes or No to indicate whether that specific number is present on the DNC registry.
More real estate agent contact details
You’ll find better coverage of buyer and listing real estate agent phone numbers and email addresses across exports from Borrower Insights. This change applies to all exports moving forward, as well as previously exported transactions.
August 2025
Real estate agent profiles now include social media
We’ve expanded our real estate agent profiles with direct social media and real estate platform links, now available across more than 100,000 real estate agent profiles nationwide and growing. Connect with agents through their Facebook, LinkedIn, YouTube, Zillow, Redfin, TikTok, and Instagram profiles.
Social links are also automatically included in both Standard and Premium export files, giving you instant access to agents’ digital presence and listing platforms. Whether you’re building referral relationships or researching potential partners, having direct access to agents’ profiles streamlines your outreach and helps you connect where they’re most active.
Are social media links included in export files?
Yes — all available social media links are included in both Standard and Premium export files. Standard exports are included in our Plus plan, and Premium exports are available on the Premium plan. See our pricing page for plan details.
What social and platform links are available?
When available, we display Facebook, Instagram, LinkedIn, X, YouTube, Realtor.com, Redfin, and Zillow profile links.
Are these links available on every agent?
Social and platform links are shown on the majority of agents. Our data team continues to expand coverage daily, but not all links may be available on every real estate agent profile.
Is there an additional cost to export social and platform links?
No — social media and platform links are included with any plan that includes real estate agent exports, like our Plus and Premium plans. Both include unlimited exports. See our pricing options.
June 2025
Borrower Insights: early access release
Borrower Insights
View enriched
Found
0
loans
Enrich Loans
Export Loans
Transaction Date
Address
BorrowerBorrower Contact
Calculated Interest Rate
Equity
We’ve rolled out early access to Borrower Insights — a clear window into potential borrowers across the country.
You can now see the loan details that matter: interest rates, how much equity a borrower has in their home, and more. Plus the contact info you need — phone numbers, emails, and helpful context like occupation, investment history, and net-worth indicators (with DNC flags to keep you compliant). With a few clicks, you can export everything straight to Excel and drop it into your CRM.
Find borrowers by interest rate or equity position
Identify prime refinance candidates with enhanced market-intelligence filters — interest rate, equity percentage, loan balance, LTV, and borrower status — and pinpoint opportunities in seconds.
Reveal loan insights with a click
Click to reveal equity, interest rate, property valuation, or borrower contact information on any loan — one at a time, or many at once.
Richer borrower profiles
Richer profiles with financial indicators including income levels, net-worth estimates, and occupation details, when available.
Exporting made easy
Drop your new insights directly into Excel — formatted and ready to import into any CRM.
Get started for free
Discover the impact Model Match can have on your business — get 14 days free, and start finding your next referral partners and borrowers.