Everything new at Model Match, in one place.
Opportunity Value shows the loan volume a branch manager could bring if their whole team followed. Sort and filter by it in the CRM, and see it on the profile alongside the branches they manage and their team size.
Smaller updates from the past month.
New in the Model Match API and MCP server:
Push to… sends the record you’re viewing to your own CRM or intake system in one click, with field mapping for 3, 6, 12, 14, 18 and 24-month production windows. Set push targets for the whole workspace or just for yourself, and push offices as well as people.
Webhooks are smarter, too. Filter what gets sent — for example, “only when a contact joins list X” or “only records I own” — and build filters quickly with the new field picker.
Push to… and webhook filters are available on Premium and Enterprise. See integrations →
Settings now has a built-in assistant that sees the page you’re on. It can take you where you need to go, point out the right button, change filters for you, and answer billing questions. The settings home also has quick links to Model Match, Ask, the CRM and Borrower Insights.
The redesigned Community Lending tab is available to all users, with program-share rankings and a race and ethnicity breakdown. The new CRA Peer Benchmark ranks a company’s or loan officer’s LMI and MMCT share against peers in the same states, and loan officer profiles now show LMI Share %. Community Lending search filters are simpler, too: 8 instead of 35.
A new plan tier above Premium for teams that need the most from Model Match. Compare plans →
Ask Model Match, our AI assistant for mortgage market data, is now available to every user from the sidebar. With your permission, Ask can also read and update your CRM records, lists and tasks. Need a chart for a deck? Save any chart as a PNG from its ⋯ menu, or just ask for a PNG or PDF.
The new CRM Reports dashboard tracks calls, emails, meetings, tasks, wins and pipeline, each compared to the previous period. A team leaderboard lets you drill into any member, and you can report across multiple lists over Today, 7, 30 or 90 days, or a custom range. Mark list statuses as Win or Loss to track outcomes, and export any report to CSV, Excel or PDF.
The Reverse Report has a new HECM-to-HECM filter, so you can spot reverse refinances at a glance. You can now search the report by name or NMLS, and exports include Company NMLS and every lender column.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
When available, we display Facebook, Instagram, LinkedIn, X, YouTube, Realtor.com, Redfin, and Zillow profile links.
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.
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.
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.
Identify prime refinance candidates with enhanced market-intelligence filters — interest rate, equity percentage, loan balance, LTV, and borrower status — and pinpoint opportunities in seconds.
Click to reveal equity, interest rate, property valuation, or borrower contact information on any loan — one at a time, or many at once.
Richer profiles with financial indicators including income levels, net-worth estimates, and occupation details, when available.
Drop your new insights directly into Excel — formatted and ready to import into any CRM.
Discover the impact Model Match can have on your business — get 14 days free, and start finding your next referral partners and borrowers.
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