Model Match CRM

Plans and prices

Every plan, in full

On the record

AI call analysis

Call processing can produce notes, sentiment, summaries and suggested next actions.modelmatch.com · read 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 · read 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 · read 15 Oct 2026

API pagination

List endpoints use cursor-based pagination designed for datasets containing hundreds of millions of records.docs.modelmatch.com · read 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 · read 15 Oct 2026

Automated enrichment

The CRM flags changed titles, locations and phone numbers for user approval before applying updates.modelmatch.com · read 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 · read 15 Oct 2026

Calendar

Tasks and meetings created on records sync to Google or Microsoft calendars.modelmatch.com · read 9 Oct 2026

Calling

Users can place outbound calls from a record using their own number, with calls recorded and transcribed.modelmatch.com · read 15 Oct 2026

Company headquarters

Crunchbase lists San Clemente, California, United States as headquarters.crunchbase.com · read 15 Oct 2026

Company legal name

Crunchbase lists the legal name as Model Match, Inc.crunchbase.com · read 15 Oct 2026

Company locations

The company lists San Clemente, California and Hickory, North Carolina as locations.modelmatch.com · read 9 Oct 2026

Company size

LinkedIn lists Model Match as having 11–50 employees.linkedin.com · read 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 · read 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 · read 15 Oct 2026

Custom workflows

Users can create list-specific custom fields, statuses and tags for recruiting and referral pipelines.modelmatch.com · read 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 · read 15 Oct 2026

Email integrations

Users can send email from their own Gmail or Outlook account within a record.modelmatch.com · read 9 Oct 2026

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