What’s new

A quicker way to track down contact details we don’t have on file yet.

One new way to find agents, plus a fix for exports.

Find any agent by phone or email

• Type a phone number or email into the agent search box in Market Insights to jump straight to that agent.
• Any phone format works, from (555) 123-4567 to just the 10 digits.
• Email search also finds agents by emails they’ve used before, so an old address still gets you there.
• Works from the main search box on the Search page too.

A round of improvements to property search, company profiles and workspaces.

Texting is in its final stretch before launch, plus a billing improvement.

Texting settings in one place (pre-launch)

• Every texting link in the CRM opens your Texting settings in a new tab.
• Claim a texting number and manage your numbers from your own Texting settings.
• Owners and admins can start or fix carrier registration themselves with Start carrier registration or Fix registration, with no need to email support.
• Members who can’t text yet see who to ask and get a quick link to their own Texting settings.

One update for the API and MCP.

One CRM update and a fix for MCP connections.

Rename a contact from their profile

• Click a contact’s name at the top of their CRM profile to edit it.
• Update the first and last name, then press Save or Enter. Esc cancels.
• Both first and last name are required.
• The new name shows across the CRM, including tasks, meetings, calls, colleagues, emails, texts and exports.
• Works for loan officer and agent records.

One new feature.

Drill into cities and ZIP codes

• The Geography card now goes from state to county to city to ZIP code.
• Click a state to zoom the map into its counties, then click a county for its cities and a city for its ZIP codes.
• Switch between Counties, Cities and Zip Codes, search the list, and use the breadcrumb to step back up.
• Works on loan officer, company, branch and agent profiles, in Market Insights and the CRM.
• Agent profiles keep the buyer and seller split at every level.

Two new features and a round of fixes.

See every loan a competing loan officer won

• On the Borrower Retention tab, click a name under Originators who captured these loans or in the Went to column.
• See every loan they took from the book, newest first.
• Each row shows the borrower, the original loan, the new loan and how long it took.
• Totals show loans captured, volume, refinances and second liens.
• Works on company profiles too.

Find the right CRM list faster

• New Filter menu on the CRM Lists page.
• Filter by Owner, Assigned to, Created, Type, Records and Sharing.
• Filters combine, and you can clear them in one click.

Smaller updates from the past month.

CRM lists can now be shown as a Kanban board, with one column per status. Drag a card to a new column to change its status. Cards show the record’s role, location, 14-month production, recent momentum and last touch. Search and filters work on the board too. Set a default view in List Settings so the list opens the same way for everyone.

Loan officer exports now show Licensed States next to Producing States, with the volume in each state. You can see which loan officers produce in the states they’re licensed in without opening every profile. Add an optional column with volume for each state in your Regulator Sponsorship filter.

Borrower Retention now covers whole companies, not just loan officers. A new tab on the company profile shows how many past borrowers the company kept and where the others went. It names the competing companies and loan officers that won them. A ranked list shows which of the company’s own loan officers are losing the most borrowers. Switch between the last 12 months and all time.

Branch profiles show a Licensed since date. Branch search has a new Licensed Within filter (30, 60, 90 or 180 days) for finding newly opened branches, including ones that haven’t closed a loan yet. Licensed dates also appear in branch search results, on a company’s Branches tab, and in exports.

See a missing phone number or an outdated email? Click the pencil next to Contact Information on any loan officer or agent profile to suggest a correction. Our team reviews every submission, and you’ll hear from us when it’s approved.

CRM list exports let you pick the fields you want. Contacts come split into columns that are ready to import elsewhere. Add Model Match data such as NMLS ID, Opportunity Value, team size and production for 3 to 24 months. Export a selection or the whole filtered list as CSV or Excel.

Push to… now works from search results as well as profiles. Push one row, a few, or every result in your search (up to 5,000), to HubSpot or any push target. Large pushes run in the background while you keep working, and any failed records can be retried.

Use Log activity on any CRM record to add a call, meeting, email or task that happened outside Model Match. Add the date, the outcome and notes with @mentions. Logged activity appears in the record’s timeline next to everything else.

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:

• Market forecasts with interest-rate scenarios: rates hold, fall or rise.
• Prior-year production on loan officer results, for year-over-year comparisons.
• Office location filters for loan officers: state, city, ZIP or county.
• Cancel a running bulk export or enrichment job.

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.

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.

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.

Request early access →

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.