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Model Match Pricing Plans: What’s Included in each package?

A helpful guide to choosing the right Model Match subscription

All of our plans are built around a simple idea: give you affordable, powerful mortgage market intelligence so you can find the right Real Estate Agents, Loan Officers, and markets faster.

This article walks through each pricing plan, what’s included, and how to choose the right option for your business.

What’s in this article?

  1. How Model Match pricing works

  2. What every plan includes

  3. Starter – $29/month

  4. Standard – $49/month

  5. Essential – $99/month

  6. Premium – $199/month

  7. Enterprise – Custom

  8. How to choose the right plan

How Model Match pricing works

A few basics before we get into the details:

  • Month-to-month billing – No annual commitment required. Model Match

  • Nationwide coverage – All plans include access to nationwide Mortgage & Real Estate data. 

  • 14-day free trial – New users start on a trial that rolls into the Starter plan if you decide to stay.

  • No export limits – We don’t cap daily, weekly, or monthly exports. 

💡Our 14-day free trial is offered on our Starter plan, and will convert to this plan at the end of your free trial.

💡 You can upgrade your account or add team members to any account at anytime!

What every plan includes

No matter which plan you’re on, you get the same core Market Insights experience. That means:

  • Nationwide search for:

    • Real Estate Agents

    • Loan Officers

    • Mortgage Branches

    • Mortgage Companies 

  • Search by people or by area:

    • Search by name or NMLS ID

    • Search by Zip Code, City, County, or State 

  • Advanced filters on all plans, including:

    • Loan Type

    • Transaction Type

    • Volume and production ranges

    • Other targeting filters (e.g., company type, activity ranges)

  • Historical data access:

    • Starter: recent transactions with preset date ranges

    • Standard, Essential, Premium, Enterprise: complete historical Real Estate & Mortgage data from 2017+

  • Support & education:

    • Email support

    • Help Desk articles

    • Live training sessions 

This shared foundation means you don’t “lose” core functionality when you choose a lower-priced plan - you’re choosing how much automation, history, and workflow tooling you want on top.

Starter – $29/month

Perfect for loan officers dipping their toes into mortgage & real estate data

Starter is our entry-level plan and the default after your 14-day trial ends (unless you upgrade to another plan). Model Match

What you get

  • Nationwide search for Real Estate Agents & Loan Officers

  • View most recent transactions & volume reports for:

    • Real Estate Agents

    • Loan Officers

    • Companies 

  • Pre-built date ranges:

    • Year-to-Date

    • Trailing 6, 12, and 14 months

    • Last Fiscal Year

  • Advanced filters (Loan Type, Transaction Type, volume, etc.) to refine searches in any market

  • Support via email, Help Desk & Live Training Sessions 

Best for

  • Loan Officers who want an affordable way to keep up with recent Real Estate Agent & LO activity

  • Users who primarily care about recent production and simple, targeted prospecting

💡 You can upgrade or add team members to your account at any time!

Standard – $49/month

Ideal for loan officers who want full historical + current data

Standard gives you everything in Starter plus deeper access to history and monitoring, making it easier to understand trends and long-term production patterns. Model Match

What you get

Everything in Starter, plus:

  • Complete access to historical Real Estate & Mortgage data (2017+) Model Match

  • Market activity alerts for:

    • Listings

    • Pending

    • Sold properties 

  • Real Estate Agent monitoring alerts so you can see when key agents are active in your market 

  • The same advanced filters and nationwide search capabilities you have on every plan

Best for

  • Loan officers who want total access to historical and current data

  • Users doing market research, trend analysis, or evaluating long-term agent & LO performance

Essential – $99/month

Great for branch managers, loan officers, or small teams who want automation

Essential (labeled “Essential” on the pricing page) adds automation through PulseAI, helping you see where the best opportunities are without manually combing through data. Model Match

What you get

Everything in Standard, plus:

  • Full access to PulseAI Model Match

  • See Real Estate Agents who are listing your borrowers’ properties

  • Automatically surface Real Estate Agents with the greatest opportunity for referrals 

You still keep:

  • Nationwide search for Real Estate Agents, Loan Officers, Companies & Branches

  • Advanced filters (Loan Type, Transaction Type, volume, etc.)

  • Full historical data (2017+)

Best for

  • Branch managers and small teams who want the system to suggest who to focus on

  • Loan officers who want a smarter way to identify high-value referral partners

Premium – $199/month

Designed for power users and teams who want to fully leverage data & workflows

Premium unlocks our full workflow engine: Pipelines, outbound activity, and integrations, so you can go from insight → action inside a single platform. Model Match

What you get

Everything in Essential + Standard, plus:

  • Unlimited Pipelines (lists) to track Real Estate Agents & Loan Officers

  • Outbound phone calls + dispositions from within the platform

  • One-click exports of Real Estate Agents & Loan Officers to Excel 

  • Outbound text messaging + sequences (with 10DLC approval) 

  • Activity reporting dashboards for visibility into outreach and performance 

  • Integrations with platforms like Total Expert, HubSpot, Salesforce, plus Webhooks 

  • Early access to new features

  • Customer Success Team access for ongoing guidance 

You of course still have:

  • Nationwide search

  • Advanced filters on all key data points

  • Full historical data back to 2017+

Best for

  • Power users and teams who want to run full recruiting or referral strategies from Model Match

  • Organizations that need analytics, pipelines, calling, texting, and integrations in one place

Enterprise – Custom

For teams that need customization, scale, and additional support

Enterprise is built for larger organizations that want to customize feature access, licensing, and rollout.

What you get

  • Customized feature access across teams
  • Unlimited license options
  • Exclusive team training options
  • Dedicated Customer Success Manager
  • Pay by invoice billing options

Best for

  • Regional and national lenders

  • Larger recruiting or business development organizations

  • Teams that need structured onboarding, governance, and tailored support

How to choose the right plan

Here’s a simple way to think about it:

If you want to… Start with…
Keep up with recent LO & agent activity and stay budget-friendly Starter
Unlock full historical data and listing alerts Standard
Add AI-driven referral insights and automation Essential
Run full pipelines, outbound, and integrations Premium
Roll out Model Match at scale with custom options Enterprise

 

💡 You can upgrade your account or add team members to your account on any plan at any time!

 

❓Questions? Our Support team is here to help. You can touch base with us at support@modelmatch.com or by opening a ticket here.