Capture more Core Services revenue with built-in intros

With transaction volume down and the market more competitive than ever, brokerages need more than commissions to stay profitable—core services like mortgage, title, and insurance are now essential. But you’re not the only one eyeing that revenue—tech giants like Zillow and Rocket are after the same dollars, using data and scale to get there first.

And of course, restrictions around incentivizing agents to make referrals makes fighting against those tech giants even harder. Cloze’s latest release helps you fight back by making it easy for agents to introduce your in-house providers—right from their daily workflow. Savvy agents recognize that keeping clients within the brokerage’s ecosystem increases the chance of maintaining the relationship for the future. Meanwhile, for the brokerage, more consistent introductions mean higher capture, greater margins, and less revenue lost to competitors.

Cloze makes it easy for agents to refer clients to your preferred service providers—without ever leaving the app.

• Built-in list of trusted partners: Cloze includes a preloaded directory of your approved providers, like loan officers or title reps, so agents never have to search for contact info or guess who to refer.
• Simple, guided introduction flow: Agents use a two-step, wizard-like process to brief the provider (step 1) and then introduce them to the client (step 2), using built-in email templates that make it fast and easy.
• Personal, high-conversion handoffs: Because the agent sends the intro directly, the handoff feels natural and personalized—which boosts follow-through and capture rates.
• Customizable for every stage: Brokerages can tailor the services shown—pre-sale or post-sale—so the right options appear at the right time.

The result: more referrals, better client experience, and higher core service revenue—all with fewer missed opportunities.

How it works

1. Pick a provider – Agents select from a built-in list of your brokerage-approved mortgage, title, or warranty partners—no digging or guesswork.
2. Send a quick brief – Cloze walks agents through a quick message to get the provider up to speed before the intro.
3. Make the introduction – Cloze then provides a ready-to-send email template to introduce the provider directly to the client.

Because the agent sends it themselves, clients are more likely to respond, helping drive higher response and capture rates.

Cloze AI helps agents spot mortgage opportunities automatically.

Clients don’t always raise their hand when they need financing, but their messages often tell the story. Cloze analyzes conversations to help agents spot these signals early and act fast, without the guesswork.

How it works:

• Scans conversations for signals – Cloze reads email threads to detect when a client mentions getting prequalified, needing a lender, or seeking a second opinion.
• Flags likely opportunities – When the AI finds one, it prompts the agent with a simple alert.
• Connects to your in-house lender – The prompt ties into Cloze’s introduction flow, making it easy for the agent to pre-brief and introduce a trusted provider.
• Keeps things personal – The agent sends the intro directly, so it feels like a helpful recommendation, not a handoff to a robot.

More timely, personalized introductions lead to more clients choosing your mortgage services—and higher core services revenue.

These Core Services features are included in the Cloze Enterprise Plan and are available immediately on iOS, Android, and desktop (cloze.com).