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Key people at Model Match.
Model Match delivers a specialized data platform for mortgage and real estate professionals. Its product offers analytics to identify active agents, track referral patterns, and monitor activities. It also uncovers borrower refinance opportunities by revealing loan details and homeowner equity, transforming market information into actionable intelligence. This empowers users to gain a competitive edge through comprehensive data analysis.
Founded in 2014 by Eric Levin and Drew Waterhouse, Model Match stemmed from the insight that real estate and mortgage professionals lacked efficient data tools for strategic relationship building and business growth. They developed a system to translate market information into clear, actionable intelligence, empowering informed decisions on partnerships and client engagement. This foundational approach addresses a critical need in the industry.
Model Match serves loan officers, recruiting, marketing, and leadership within mortgage and real estate firms. The company’s vision is to empower these professionals as data-driven entities, fostering strategic relationships and optimizing business development. Model Match continually enhances its data intelligence, driving productivity and sustained growth for its clientele, aiming to be a central component of their operational strategy.
# Model Match: High-Level Overview
Model Match is a mortgage and real estate data platform that helps loan officers, recruiters, and business development teams identify active real estate agents and loan originators, manage referral relationships, and optimize their business development efforts[2][5]. Founded in 2014 and headquartered in San Clemente, California, the company serves the mortgage and real estate industries with a people-centered data approach combined with CRM functionality[1][3].
The platform solves a critical pain point in the mortgage industry: the inefficiency of identifying qualified referral partners and managing business development pipelines manually[2]. Rather than relying on guesswork, Model Match enables professionals to make data-driven decisions about which agents and loan officers are most likely to generate valuable business, streamlining outreach and relationship management[3][4].
# Origin Story
Model Match was founded in 2014 by Kirk Waldfogel (CEO), Drew Waterhouse (Chief Revenue Officer), Eric Levin (EVP of Client Development), and Thomas Seelbinder (Head of Product)[2]. The founding team emerged from the mortgage industry itself—Waterhouse and Levin were successful mortgage business development leaders who repeatedly encountered the same frustration: spending countless hours on candidates who didn't meet their partners' standards while lacking any way to measure the real value of their recruiting efforts[2].
This direct experience with industry pain points shaped Model Match's DNA. Rather than building a generic talent management tool, the founders created a solution specifically tailored to mortgage and real estate professionals[2]. The company remains 100% bootstrapped and independent, with no ownership by mortgage companies or lenders—a deliberate choice that preserves the company's neutrality and integrity[2].
# Core Differentiators
# Role in the Broader Tech Landscape
Model Match operates at the intersection of vertical SaaS and business intelligence—a growing trend where software companies build deeply specialized solutions for specific industries rather than horizontal platforms[3]. The mortgage and real estate sectors have historically relied on fragmented data sources and manual relationship management, creating an opportunity for intelligent consolidation.
The company benefits from broader market forces: the digitization of real estate transactions, the increasing value of data analytics in professional services, and the mortgage industry's ongoing need to optimize recruiting and business development amid economic volatility[2]. By providing transparency into market activity and referral partner performance, Model Match enables professionals to operate more efficiently regardless of economic conditions[2].
The platform's emphasis on data-driven relationship building reflects a wider shift in B2B sales and business development—moving away from spray-and-pray outreach toward targeted, intelligence-backed engagement[3].
# Quick Take & Future Outlook
Model Match has carved out a defensible niche in a specialized but substantial market. The company's bootstrapped independence, industry-native founding team, and focus on solving a real operational problem position it well for sustained growth within the mortgage and real estate sectors.
The platform's trajectory will likely be shaped by several factors: continued consolidation in the mortgage industry (which could expand demand for recruiting and business development tools), the increasing sophistication of AI-driven insights (which could deepen PulseAI's competitive advantage), and potential expansion beyond core loan officer and recruiter use cases into adjacent roles like title insurance firms and sales leaders[4][6].
As the mortgage industry continues to digitize and professionalize, Model Match's role as a trusted, neutral intelligence platform—rather than a vendor with conflicting interests—becomes increasingly valuable. The company's ability to maintain that independence while scaling will likely determine its long-term influence in the ecosystem.
Key people at Model Match.
