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Release Notes: April 1st, 2026

This release is the first phase of a brand new Model Match.

What's in this release? 

A Better Search Experience
  • New search experience for Loan Officers, Agents, Companies, and Offices
  • Faster results with a cleaner layout
  • Improved filters to narrow your market quickly
Expanded Real Estate Data
  • Deeper visibility into real estate agents and offices
  • Better insight into agent and loan officer relationships
  • More complete view of activity across your market

Export Improvements

  • Export loan officers, agents, and companies to CSV
  • Cleaner export structure for easier sharing and analysis
  • Export access based on your subscription level

New Reports

Market Signals

  • View pipeline activity from application to funding
  • Understand how deals are moving through your market
  • Track volume, loan structure, and borrower trends

Industry Movement

  • See where loan officers are joining and leaving
  • Identify hiring trends across companies
  • Spot recruiting opportunities

National Rankings

  • Compare performance across markets and companies
  • Understand who is leading in production

Profile Enhancements

  • Updated profiles for loan officers, agents, and companies
  • Clearer view of production, activity, and relationships
  • Improved layout for faster scanning

Borrower Retention

  • See which borrowers refinanced with another loan officer
  • Track missed loans and lost volume
  • Identify where business is going

Improvements

  • Faster load times across search and profiles
  • Cleaner, more consistent UI across the app
  • Improved data clarity and structure
  • Better navigation and usability

What's Next?

  • CRM features, including Pipelines
  • Access to current native and new expanded integrations
  • Push to Webhook features

Additional Notes

  • The previous version of Model Match is still available
  • Transaction data will continue to update in both versions