Freedom251 › Mortgage CRM Software
Model Match CRM
What Model Match CRM is
Model Match CRM manages loan officers, real estate agents, and partners, with live production and market data attached to records. Records show production history such as volume, units, average loan size, and product mix, and data refreshes automatically. Recruiting and referral pipelines can use lists, custom fields, statuses, tasks, calling, and email. Calls can be made from a record on the user's own number; they are transcribed and paired with AI-generated notes, sentiment, and next steps. Email can be sent from a connected Gmail or Outlook account, and tasks and meetings sync with Google or Microsoft calendars. Teams can share records, assign follow-ups, mention teammates, and keep notes and activity in sync. The CRM flags new titles, locations, and phone numbers for review before changes are applied. Month-to-month plans are Standard at $49 a month, Essentials at $99 a month, Premium at $199 a month, and Ultra at $399 a month. Enterprise pricing is custom and not listed. There is no free plan, but a 14-day trial is available. The API supports API keys and OAuth 2.0.
Who it suits
It suits loan officers, real estate agents, and teams managing recruiting or referral relationships and associated production records.
What it does well
- Records include production history and market data
- Calls include transcripts and AI-generated notes
- Calendar sync supports Google and Microsoft
- Imports accept CSV, TSV, and TXT
What to know first
- No free plan
- Standard begins at $49 a month
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Premium | month-to-month · 5x Standard usage · unlimited loan-officer and agent exports · unlimited company and office exports | $199 a month |
| Ultra | month-to-month · 10x Standard usage · priority support | $399 a month |
| Standard | month-to-month · Nationwide data · historical data from 2017 · Borrower Insights · market reports · API and AI connections | $49 a month |
| Essentials | month-to-month · CRM · more usage · unlimited lists · outbound calling · AI call notes · outbound email · relationship mapping | $99 a month |
| Enterprise | Unlimited members · custom limits · volume discounts · MCP/API server · OAuth client builder · SSO/SAML/SCIM · onboarding · dedicated customer success | On request |
As modelmatch.com lists them, read 15 Oct 2026. The maker's own page has the final word.
Verdict
Model Match CRM combines relationship records, production data, pipeline tools, and team follow-up features. It offers a 14-day trial, while ongoing plans are month-to-month and paid.
Facts from Model Match CRM's own pages
- AI call analysis
- Call processing can produce notes, sentiment, summaries and suggested next actions. · modelmatch.com, 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. · docs.modelmatch.com, 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. · docs.modelmatch.com, 15 Oct 2026
- API pagination
- List endpoints use cursor-based pagination designed for datasets containing hundreds of millions of records. · docs.modelmatch.com, 15 Oct 2026
- API scope
- Documented OAuth scopes include CRM records, lists, contacts, notes, tasks, meetings, calls, workspace data, members, teams and billing. · docs.modelmatch.com, 15 Oct 2026
- Automated enrichment
- The CRM flags changed titles, locations and phone numbers for user approval before applying updates. · modelmatch.com, 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. · modelmatch.com, 15 Oct 2026
- Calendar
- Tasks and meetings created on records sync to Google or Microsoft calendars. · modelmatch.com, 9 Oct 2026
- Calling
- Users can place outbound calls from a record using their own number, with calls recorded and transcribed. · modelmatch.com, 15 Oct 2026
- Company headquarters
- Crunchbase lists San Clemente, California, United States as headquarters. · crunchbase.com, 15 Oct 2026
- Company legal name
- Crunchbase lists the legal name as Model Match, Inc. · crunchbase.com, 15 Oct 2026
- Company locations
- The company lists San Clemente, California and Hickory, North Carolina as locations. · modelmatch.com, 9 Oct 2026
- Company size
- LinkedIn lists Model Match as having 11–50 employees. · linkedin.com, 15 Oct 2026
- CRM records
- The CRM stores loan officers, agents, companies and branches with notes, tasks, meetings, calls, production data and relationship information. · help.modelmatch.com, 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. · modelmatch.com, 15 Oct 2026
- Custom workflows
- Users can create list-specific custom fields, statuses and tags for recruiting and referral pipelines. · modelmatch.com, 15 Oct 2026
- Documentation
- The public help center contains Getting Started, CRM, Market Insights, AI/MCP, account-management and legacy-product sections. · help.modelmatch.com, 15 Oct 2026
- Email integrations
- Users can send email from their own Gmail or Outlook account within a record. · modelmatch.com, 9 Oct 2026
- Enrichment
- The CRM flags new titles, locations, and phone numbers for review, and changes are applied only when accepted. · modelmatch.com, 9 Oct 2026
- Founded
- LinkedIn lists the company as founded in 2014. · linkedin.com, 15 Oct 2026
- Import and enrichment
- CSV, TSV, TXT or pasted records can be imported and optionally matched to Market Insights for enrichment. · help.modelmatch.com, 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. · help.modelmatch.com, 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. · polygonresearch.com, 15 Oct 2026
- Integrations
- The product advertises Gmail, Outlook, Claude, ChatGPT, Model Match API, MCP and push/webhook integrations. · modelmatch.com, 15 Oct 2026
Where Model Match CRM stands on Freedom251
- Mortgage CRM Software#13 of 29