Model Match CRM
Model Match CRM organizes loan officers, real estate agents, and referral partners using records that combine contact details with live production and market…
What Model Match CRM is
Model Match CRM organizes loan officers, real estate agents, and referral partners using records that combine contact details with live production and market data. Recruiting and referral pipelines include lists, custom fields, statuses, tasks, calls, and email. Records can show production volume, units, average loan size, product mix, relationship history, and automatically refreshed information. Users can call from a record on their own number; calls are transcribed with AI-generated notes, sentiment, and next steps. Gmail or Outlook email works inside records, while tasks and meetings sync with Google or Microsoft calendars. Teams can share records, assign follow-ups, mention colleagues, and synchronize notes and activity. CSV, TSV, and TXT imports can be enriched against Market Insights. API access supports API keys and OAuth 2.0. Plans are month-to-month: Standard $49 a month, Essentials 99.00, Premium 199.00, and Ultra 399.00; Enterprise pricing is custom.
Good
- Live production data refreshes automatically
- Calling includes transcription and AI-generated follow-up details
- Calendar and Gmail or Outlook integrations
- Team sharing and assigned follow-ups
- CSV, TSV, and TXT imports
Watch out
- No free plan
- Enterprise pricing is custom
- Enrichment changes require review
Who it suits
It suits mortgage and real-estate teams managing recruiting, referral relationships, production records, and follow-up work. API users can connect workspace records and activities programmatically.
Verdict
Model Match CRM brings recruiting, referral management, production intelligence, communications, and team workflows into shared records. Its tiered monthly plans and custom Enterprise terms should be weighed against the required feature set.
Plans and prices
From Model Match CRM's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standard | $49 a month | Nationwide data · historical data from 2017 · Borrower Insights · market reports · API and AI connections · month-to-month |
| Essentials | $99 a month | CRM · more usage · unlimited lists · outbound calling · AI call notes · outbound email · relationship mapping · month-to-month |
| Premium | $199 a month | 5x Standard usage · unlimited loan-officer and agent exports · unlimited company and office exports · month-to-month |
| Ultra | $399 a month | 10x Standard usage · priority support · month-to-month |
| Enterprise | Priced on request | Unlimited members · custom limits · volume discounts · MCP/API server · OAuth client builder · SSO/SAML/SCIM · onboarding · dedicated customer success |
The facts
Each one read from Model Match CRM's own pages, with the date it was checked.
What it does
- AI call analysis
- Call processing can produce notes, sentiment, summaries and suggested next actions.checked 15 Oct 2026
- API and access
- The API supports API keys and OAuth 2.0, and its CRM scopes cover workspace records, lists, contacts, notes, tasks, meetings, and calls.checked 9 Oct 2026
- API limits
- API-key rate limits depend on the subscription plan and exceeded requests return HTTP 429 with a Retry-After header.checked 15 Oct 2026
- API pagination
- List endpoints use cursor-based pagination designed for datasets containing hundreds of millions of records.checked 15 Oct 2026
- API scope
- Documented OAuth scopes include CRM records, lists, contacts, notes, tasks, meetings, calls, workspace data, members, teams and billing.checked 15 Oct 2026
- Automated enrichment
- The CRM flags changed titles, locations and phone numbers for user approval before applying updates.checked 15 Oct 2026
- Borrower Insights
- Borrower Insights searches for refinance and HELOC opportunities using equity, rate, loan age and location criteria and can reveal contact information.checked 15 Oct 2026
- Calendar
- Tasks and meetings created on records sync to Google or Microsoft calendars.checked 9 Oct 2026
- Calling
- Users can place outbound calls from a record using their own number, with calls recorded and transcribed.checked 15 Oct 2026
- CRM records
- The CRM stores loan officers, agents, companies and branches with notes, tasks, meetings, calls, production data and relationship information.checked 15 Oct 2026
- CRM reports
- A reports dashboard tracks calls, emails, meetings, tasks, wins and pipeline over selectable periods and exports results to CSV, Excel or PDF.checked 15 Oct 2026
- Custom workflows
- Users can create list-specific custom fields, statuses and tags for recruiting and referral pipelines.checked 15 Oct 2026
- Documentation
- The public help center contains Getting Started, CRM, Market Insights, AI/MCP, account-management and legacy-product sections.checked 15 Oct 2026
- Email integrations
- Users can send email from their own Gmail or Outlook account within a record.checked 9 Oct 2026
- Enrichment
- The CRM flags new titles, locations, and phone numbers for review, and changes are applied only when accepted.checked 9 Oct 2026
- Import and enrichment
- CSV, TSV, TXT or pasted records can be imported and optionally matched to Market Insights for enrichment.checked 15 Oct 2026
- Imports
- CRM records can be imported from CSV, TSV, or TXT files, or pasted, and imports can be enriched against Market Insights.checked 9 Oct 2026
- Independent comparison
- Polygon Research describes Model Match as focused on list building, contact enrichment, outreach workflows and borrower prospecting, while noting that public pages do not explain record deduplication or dataset freshness.checked 15 Oct 2026
- Integrations
- The product advertises Gmail, Outlook, Claude, ChatGPT, Model Match API, MCP and push/webhook integrations.checked 15 Oct 2026
The company
- Company headquarters
- Crunchbase lists San Clemente, California, United States as headquarters.checked 15 Oct 2026
- Company legal name
- Crunchbase lists the legal name as Model Match, Inc.checked 15 Oct 2026
- Company locations
- The company lists San Clemente, California and Hickory, North Carolina as locations.checked 9 Oct 2026
- Company size
- LinkedIn lists Model Match as having 11–50 employees.checked 15 Oct 2026
- Founded
- LinkedIn lists the company as founded in 2014.checked 15 Oct 2026
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