Cloze AI Insights

Improve profitability from the connections hidden in your data without changing your tech stack

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Cloze AI Insights
Cloze AI Insights
Cloze AI Insights
Cloze AI Insights
Cloze AI Insights
Cloze AI Insights
Cloze AI Insights

Our Product

Your business is talking.
Here’s how to listen.

Client conversations are the backbone of your brokerage’s business. Hidden inside those discussions are valuable AI insights for real estate:

  • When to recommend a loan officer
  • Where a sale originated
  • Who already knows an incoming lead

Luckily, artificial intelligence sees the connections you can’t — the ones buried deep within your agents’ emails, calls, files, and notes.

Without changing the way your agents work, the tools they use, or sacrificing the privacy of their sphere, Cloze surfaces the connections you need to drive profitability higher.

Sort through the noise and get insights into your business

With AI Insights, you can uncover opportunities to increase mortgage capture, recruit smarter, and generate leads more efficiently.

The right intro: Increase mortgage capture

Cloze understands conversations about mortgages, so you can:

  • Identify when residential sales prospects need pre- approval or a 2nd opinion
  • Automatically remind your agent to intro a loan officer
  • Send the prospect directly to a loan officer
The right person: Optimize lead routing

Since Cloze knows who your agents know best, you can:

  • Determine which agents already know incoming leads
  • Route leads to the agents that have the best chance of closing them
  • Make agents feel that they are getting quality leads
The right time: Recruit top agents

Cloze sees every relationship your agents have, so you can:

  • Look for agents that have engaged with your recruit before
  • Get a warm introduction
  • Incentivize agents to make referrals
Testimonial

Client Testimonials

Hear from our customers

"Cloze gave us three clear reasons why it was the only partner for Brown Harris Stevens:

1. There was no barrier to entry.
2. 100% functionality in its mobile application.
3. Their artificial intelligence is a game changer."

Matthew Leone, CMO, Brown Harris Stevens

"I let the A.I. handle it. When I get a notification and think, 'Oh, that client!'—I love those moments.
Those are the nuggets you want.
I'm a diehard Clozer."

Shirley Yoon, Senior Vice President - Sales, Sotheby’s International Realty Canada

Adam Catron

"Other CRMs have been a full-time job just to keep up, and Cloze makes it pretty darn easy.

The daily agenda [isn't] just reminding you what to do, but also, '….hey, you might want to follow up on that email…'

It's so helpful.”

Adam Catron, REALTOR®, F.C. Tucker Company

"Cloze has changed the entire dynamic of how I operate my day.

It’s just such a relief. I don’t have the guilt that I’m not doing the right things anymore. I don’t have the stress that something’s fallen through the cracks. It’s all right there. Literally, all I have to do is just log in."

Jay Sheridan, REALTOR®, Summit Sotheby’s International Realty

"Cloze enables us to multiply our investments exponentially to systematically improve capture and win rates.
We can:
- capitalize on existing relationships for routing & recruitment
- track deals from origin to close
- feed our mortgage arm with timely leads."

Dean Rouso, SVP Strategic Innovation, Baird & Warner

Hunter Connelly

"We're committed to equipping our agents with the best tools.

Cloze seamlessly integrates into our existing tech stack, making our agents more efficient and effective with tools they already love."

Hunter Connelly, CEO, Parks | PIlkerton

Kathy Ripps

"Cloze suggested I reach out to a client I had not spoken to in a while. I did, and they immediately called me. She thanked me for my email, and told me they had been ready to sign with another agent.

They listed with me because Cloze recommended I reach out.”

Kathy Ripps, Platinum Top 50 Realtor, Kuper Sotheby's International Realty

"We were blown away — sitting there going, ‘Oh my goodness, we have never seen a CRM that works the way that Cloze does.

Cloze is just synching your calls and texts, and logging all of that activity for you. There’s no need to remember that you haven’t talked to this person for a while—it just tells you to keep in touch and then logs when you do."

Jen Jones, VP, BHHS Homesale Realty

"Other CRM rollouts didn't [drive] adoptions because onboarding was so difficult.

Cloze has an unbelievably simple onboarding process, and that’s been a real game changer."

Chris Reyes, CTO, Brown Harris Stevens

"Working with Cloze has been incredible.

If you are looking for a platform that is easy to use and fully integrated with your entire technology stack, look no further than Cloze.”

Stephanie Hrutkay, Director | Digital Resources, McEnearney Associates

Ton Coffeng

"Cloze is a perfect system for our real estate company.

Cloze automatically captures leads from over 15 different sources, ensuring every lead has a follow-up plan, no leads are overlooked, and that we get the visibility we need. It keeps the sales right on track and supports us in doing more sales!"

Ton Coffeng, Makelaars van Amsterdam, Broker/Owner

Steve Keefe

“Finding Cloze is like hitting the lotto.

Its advanced AI, simple to use design, and ability to integrate seamlessly with other tools my agents use, make it the perfect fit.”

Steve Keefe, Owner, Sky Ridge Coldwell Banker

"Cloze gave us three clear reasons why it was the only partner for Brown Harris Stevens:

1. There was no barrier to entry.
2. 100% functionality in its mobile application.
3. Their artificial intelligence is a game changer."

Matthew Leone, CMO, Brown Harris Stevens

"I let the A.I. handle it. When I get a notification and think, 'Oh, that client!'—I love those moments.
Those are the nuggets you want.
I'm a diehard Clozer."

Shirley Yoon, Senior Vice President - Sales, Sotheby’s International Realty Canada

Adam Catron

"Other CRMs have been a full-time job just to keep up, and Cloze makes it pretty darn easy.

The daily agenda [isn't] just reminding you what to do, but also, '….hey, you might want to follow up on that email…'

It's so helpful.”

Adam Catron, REALTOR®, F.C. Tucker Company

"Cloze has changed the entire dynamic of how I operate my day.

It’s just such a relief. I don’t have the guilt that I’m not doing the right things anymore. I don’t have the stress that something’s fallen through the cracks. It’s all right there. Literally, all I have to do is just log in."

Jay Sheridan, REALTOR®, Summit Sotheby’s International Realty

"Cloze enables us to multiply our investments exponentially to systematically improve capture and win rates.
We can:
- capitalize on existing relationships for routing & recruitment
- track deals from origin to close
- feed our mortgage arm with timely leads."

Dean Rouso, SVP Strategic Innovation, Baird & Warner

Hunter Connelly

"We're committed to equipping our agents with the best tools.

Cloze seamlessly integrates into our existing tech stack, making our agents more efficient and effective with tools they already love."

Hunter Connelly, CEO, Parks | PIlkerton

Kathy Ripps

"Cloze suggested I reach out to a client I had not spoken to in a while. I did, and they immediately called me. She thanked me for my email, and told me they had been ready to sign with another agent.

They listed with me because Cloze recommended I reach out.”

Kathy Ripps, Platinum Top 50 Realtor, Kuper Sotheby's International Realty

"We were blown away — sitting there going, ‘Oh my goodness, we have never seen a CRM that works the way that Cloze does.

Cloze is just synching your calls and texts, and logging all of that activity for you. There’s no need to remember that you haven’t talked to this person for a while—it just tells you to keep in touch and then logs when you do."

Jen Jones, VP, BHHS Homesale Realty

"Other CRM rollouts didn't [drive] adoptions because onboarding was so difficult.

Cloze has an unbelievably simple onboarding process, and that’s been a real game changer."

Chris Reyes, CTO, Brown Harris Stevens

"Working with Cloze has been incredible.

If you are looking for a platform that is easy to use and fully integrated with your entire technology stack, look no further than Cloze.”

Stephanie Hrutkay, Director | Digital Resources, McEnearney Associates

Ton Coffeng

"Cloze is a perfect system for our real estate company.

Cloze automatically captures leads from over 15 different sources, ensuring every lead has a follow-up plan, no leads are overlooked, and that we get the visibility we need. It keeps the sales right on track and supports us in doing more sales!"

Ton Coffeng, Makelaars van Amsterdam, Broker/Owner

Steve Keefe

“Finding Cloze is like hitting the lotto.

Its advanced AI, simple to use design, and ability to integrate seamlessly with other tools my agents use, make it the perfect fit.”

Steve Keefe, Owner, Sky Ridge Coldwell Banker

Attribute leads to sales automatically

When ad hoc conversations, disjointed data, and multiple touch points are the norm, achieving accurate lead attribution can seem impossible.

Cloze connects into your process without changing it—connecting every interaction into a unified view of a deal. You’ll be able to tell with confidence exactly which brokerage leads resulted in closings, and which deals started with a pre-existing relationship with one of your agents.

Finally, get accurate data to manage everything from marketing spend optimization to fair compensation management.

Capture every connection while still respecting your agents’ privacy

Your success is built on the relationships you and your agents hold. By seamlessly connecting into your team‘s email, phone, and calendar, Cloze flags the right relationship at the perfect time to help you capture more revenue.

Cloze AI Insights has been designed to maintain agent privacy by securely isolating each agent’s data. Agents and brokerages only get access to Cloze’s analysis and its associated next steps, rather than the private details that fuel those insights.