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Model Match

Model Match provides mortgage lenders, and loan officers with mortgage, real estate and borrower intelligence to identify the active real estate agents in their market, recruit originators most aligned with their value proposition, keep up with the performance of your competitors, and build pipelines of borrowers who are in the best position for a refinance.

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Overview
Data & Intelligence

Model Match is the mortgage, real estate and borrower intelligence platform dedicated to empowering loan officers, mortgage lenders, and title agents with deep, actionable data to drive growth. Our mission is to help mortgage professionals build stronger businesses through data-driven decisions, targeted relationship building, and smart recruiting strategies. We take pride that our team has the industry experience to understand, and meet our partners where they are. We offer single user, small team and enterprise options.

 

Mortgage & Real Estate data

Model Match provides unparalleled access to mortgage and real estate production data. We enable our users to look up loan officer and real estate agent data volume, analyze originator and agent relationships in your market or across the nation.

  • Access complete historical transaction details beginning in 2017.

  • Filter originators and agents by market, or nationwide to identify those who are best aligned with your value prop and product offerings.

  • View competitor performance analyzing volume, product breakdowns to headcount growth in any date range.

  • Move targetted Agents and Loan Officer into Pipelines (lists) to track engagement, export details, or push to your CRM.

For Loan Officers

Model Match delivers powerful Real Estate insights to help loan officers build and strengthen relationships with real estate agents who they are most aligned with.

  • Identify active real estate agents in target markets or nationwide

  • Analyze existing relationships, and segment by loan type, market, and more to identify alignment

  • Leverage AI to identify the Real Estate Agents with listings in your area, referral capture rates, agents listing your borrower's properties, and much more.

  • Stay in the know with activity alerts, or when borrowers are listing their properties with agents.

  • Seamlessly build lists of targetted agents with contact details - push to your CRM or export for deeper analysis.

Borrower intelligence

Model Match offers unprecendented access to borrower loan details providing our partners with the quickest way to identify borrowers that are in the best possible position for a refinance, HELOC or adjustments across the nation.

  • Find borrowers by loan type, equity position, current LTV, interest rate in any market.

  • Reveal contact details like email addresses, phone numbers

  • Leverage over 25+ filters to identify non-qm borrowers and current loan details

  • Drill into properties to uncover past or other active loans

  • Uncover next-layer insights into investments, income, net-worth, business ownership, and more

  • View your borrowers in high-equity positions, borrower runoff, or rebuild your database in a single click

Who we serve
  • Retail Mortgage Lenders

  • Brokers

  • Depositories

  • Wholesale

  • Title

  • Mortgage Insurance

  • Consultants, and Coaches

Highlights

  • Delivering the most affordable options for nationwide access to Real Estate & Mortgage Data

  • Trusted by the top mortgage lenders, and title agencies

  • Delivering AI-driven referral opportunities analyzing over 200 million transactions

  • Transparent and simple pricing for both single users, small teams and custom enterprise solutions.

  • Offering CRM integrations with Total Expert, Salesforce, Hubspot, along with flexible export options

  • Out-of-the-box engagement tracking tools like outbound calling, text messaging, emails, notes, reminders and collaboration features.

Details

Vendor Category

Data & Intelligence

Pricing Model

Subscription-Based Pricing

Works well with

Overview

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Interested in learning how this solution can transform your mortgage business? Request more details to discover how it can streamline operations, improve efficiency, and integrate seamlessly with your existing workflow.

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Product Comparison

Product comparison

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Model Match

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Wilqo

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Evolve Mortgage Services

Overview
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Model Match

Helping loan officers build targeted referral networks, find borrowers who are in the best position to refinance and lenders grow their origination volume by leveraging real estate and mortgage data.

Your POS, LOS, AI-Driven Workflows, Business Intelligence, and more, all in one innovative platform.

Your trusted partner for onshore, outsourced mortgage operations with 25+ years of experience

Highlights
  • Delivering the most affordable options for nationwide access to Real Estate & Mortgage Data

  • Trusted by the top mortgage lenders, and title agencies

  • Delivering AI-driven referral opportunities analyzing over 200 million transactions

  • Transparent and simple pricing for both single users, small teams and custom enterprise solutions.

  • Offering CRM integrations with Total Expert, Salesforce, Hubspot, along with flexible export options

  • Out-of-the-box engagement tracking tools like outbound calling, text messaging, emails, notes, reminders and collaboration features.

  • POS and LOS functionality in one platform: No bolted-on solutions requiring uploading and downloading of information; borrower is active in the same space as the rest of the organization; reduced admin.
  • Embedded Business Intelligence: proactively address small issues and identify the next areas of improvement without having to leave the platform!
  • Dynamic, modern UX: easy on the eyes for your borrowers and internal team members! Our workflows only show users what's needed based on their role, less noise results in faster decision making.
  • Parallel Activity Workflows: Multiple people can work on different parts of the loan at the same time via activities! When work becomes available, the next resource who is available can start!
  • Configurable Workflows: Stay with traditional roles or move to an efficient activity-based queue. No need for new tech to do both.
  • Proactive Compliance: Integrated disclosures and compliance timers allow you to stay on track without manual oversight
  • Speed: did we mention our software is LIGHTNING FAST!? Instantaneous screen loads... get your head into the loan in seconds... enjoy the ride!
  • Contract underwriting
  • Closed loan reviews and due diligence
  • TPR Reviews
  • Approved by all major rating agencies for RMBS third-party reviews
  • Quality guaranteed and backed by Lloyds of London insurance policy
  • Brooks Systems - digital compliance since 1983
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Model Match
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Model Match
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Wilqo
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Evolve Mortgage Services
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average rating is 4 out of 5

June 10, 2025 at 2:23:27 AM

Test review 2

average rating is 5 out of 5

June 10, 2025 at 2:23:03 AM

Test review

Jake Perkins

average rating is 5 out of 5

May 29, 2025 at 3:52:11 PM

test

Jake Perkins

average rating is 5 out of 5

May 29, 2025 at 3:51:46 PM

I really enjoyed working with the Stivot team. They helped provide clear direction and executed effectively on our vision.

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