The Connected Brokerage

The Cloze Intelligence Engine

The data foundation behind profitable, connected brokerages

The Connected Brokerage

The data foundation you need to compete

Portals, tech companies, brokerages, and services companies are combining forces—and data—to capture the referrals, repeat clients, and the mortgage, title, and insurance dollars that should be yours.

But you have a competitive advantage they can never access: the client relationships and history that no one can replicate.

The Cloze Intelligence Engine connects your systems and client data so you get:

One connected view of clients, leads, and activity
Visibility from lead to close to repeat business
Earlier, more consistent capture of mortgage, title, and insurance revenue
Broad agent adoption

Explore how data drives profitability

The price of waiting

"Good enough" tech is holding you back

You’ve invested in tools for your agents. But without an integration strategy, you’re losing ground every day.

This isn’t a technology problem. It’s a data problem. And the window to fix it is closing.

Read how

Siloed data leads to incomplete views

Lead information in one system, communication history in another, transaction details in a third. Nobody has the full picture.
Manual work eats productivity

Agents enter the same information multiple times. Loan officers miss ready-to-buy clients. Leaders can't see which lead sources convert.
Competitors capture your margins

While you're patching tools together, data-driven brokerages and service companies are acting quickly to capture loyalty and core service revenue.

Your data backbone

The intelligence you need.
From sources you already have.

The Cloze Intelligence Engine sits at the center of your brokerage, using scattered data to drive strategy.

This isn’t about replacing your tools. It’s about making them work together—turning technology investments into competitive advantage…and brokerage profitability.

Connects your existing tools

Integrates with hundreds of platforms—CRM, website, transaction management, lead management, marketing tools, etc.

Data flows automatically.

Agents enter information once, and it updates everywhere.

Unifies your data

Every client conversation, website visit, transaction, and service touchpoint connects to one complete record. Duplicates disappear. Related information links automatically. You finally see the full picture.

Shares intelligence

Sends the right information back to the right tools at the right time. Your CRM surfaces hot leads. Your mortgage team sees opportunities the moment they emerge. Your data starts working for you.

Business Benefits

The foundation for your connected brokerage

The Cloze Intelligence Engine is what makes a Connected Brokerage work.

It pulls together your tools, your data, and your client information so that everything is synced and unified.

Instead of scattered systems and missed opportunities, it gives you a full, accurate picture of every client—and the ability to act on it.

Act on relationship intelligence others can't

Your unique data—agents' spheres, signals across websites and core services—become your strategic asset, automatically correlated into insights.
Turn core services into profit centers

Mortgage, title, and insurance opportunities surface naturally. Handoffs happen seamlessly. Capture rates improve without adding friction.
Keep your freedom to evolve—and stay independent

Upgrade or replace vendors without losing insights or disrupting your entire stack—turning tech into an asset, not a liability.
See what's actually working

Which lead sources convert? Where are opportunities being missed? Decisions backed by data, not guesses.

The future of real estate

Your intelligence.
Your future.
Your control.

The Cloze Intelligence Engine is a foundation built specifically for real estate—where each client relationship stretches across agents, service lines, systems, and time.

By bringing together data, tools, and workflows, the Cloze Intelligence Engine can create a single, connected experience.

Replace any tool with a better one without breaking the system or disrupting the business—and gain insights that actually move the needle.

This is how you compete in a data-driven market. And it starts with unified data.

100+ robust integrations

Your tech stack, connected.

Explore our library of 100+ deep integrations to find your tech stack today…or your dream stack of tomorrow.

Explore our integrations

Real estate leaders trust Cloze as the foundation of their Connected Brokerage

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"We saw strong organic adoption of Cloze among our agents, leading to a staggering 36% boost in production. In 2023, 450 agents outperformed the peak year of 2021.

It’s amazing."

Dean Rouso, SVP Strategic Innovation & Designated Managing Broker, Baird & Warner

“I use Spacio, RealScout, Dotloop, BombBomb, and Canva. Those are the ones I have connected. Having those integrations is very helpful. I love you guys, man.”

Karey Bredemeyer , REALTOR® and Co-Manager, F.C. Tucker Noblesville

We’re experiencing tremendous adoption with Cloze. Agents get a lot of benefit from just a minimum level of engagement, and that benefit just grows the more they use it.

It’s really more a productivity tool than it is a traditional CRM.

Rod Messick, CEO, Berkshire Hathaway HomeServices Homesale Realty

"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

"Since we switched to Cloze, we’re seeing an increase in agent engagement with clients of between 74% and 215%. This is another example of the power of Cloze and just the beginning.
Thanks for being great partners."

Shawn Prutsman, Senior Vice President of Technology, Windermere

"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

"As an independent company, we rely on smart innovation—in both technology and processes—to compete against the national behemoths that would otherwise dominate the market.

The Cloze Platform provides our team the tools it needs to collaborate across departments, work smarter, and ultimately, make more money for both the business and our individual agents.”

Laura Ellis, Chief Strategy Officer and President of Residential Sales, Baird & Warner

"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

"We saw strong organic adoption of Cloze among our agents, leading to a staggering 36% boost in production. In 2023, 450 agents outperformed the peak year of 2021.

It’s amazing."

Dean Rouso, SVP Strategic Innovation & Designated Managing Broker, Baird & Warner

“I use Spacio, RealScout, Dotloop, BombBomb, and Canva. Those are the ones I have connected. Having those integrations is very helpful. I love you guys, man.”

Karey Bredemeyer , REALTOR® and Co-Manager, F.C. Tucker Noblesville

We’re experiencing tremendous adoption with Cloze. Agents get a lot of benefit from just a minimum level of engagement, and that benefit just grows the more they use it.

It’s really more a productivity tool than it is a traditional CRM.

Rod Messick, CEO, Berkshire Hathaway HomeServices Homesale Realty

"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

Shawn Prutsman, Senior Vice President of Technology, Windermere

Dean Rouso, SVP Strategic Innovation, Baird & Warner

"As an independent company, we rely on smart innovation—in both technology and processes—to compete against the national behemoths that would otherwise dominate the market.

The Cloze Platform provides our team the tools it needs to collaborate across departments, work smarter, and ultimately, make more money for both the business and our individual agents.”

Laura Ellis, Chief Strategy Officer and President of Residential Sales, Baird & Warner

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

Jen Jones, VP, BHHS Homesale Realty

contact us

Two Paths Forward.
One Choice.

Option 1: Keep checking boxes on agent tools while data piles up in silos. Watch data-driven competitors capture your clients, your margins, and your top agents.

Option 2: Build a Connected Brokerage with the Cloze Intelligence Engine as your foundation. Turn relationships, services, and scale into competitive advantage.

Brokerages winning today aren’t the ones with the most tools. They’re the ones whose data works together.

The Connected Brokerage

The Cloze Intelligence Engine

The Connected Brokerage

The data foundation you need to compete

The price of waiting

"Good enough" tech is holding you back

Siloed data leads to incomplete views

Manual work eats productivity

Competitors capture your margins

Your data backbone

The intelligence you need. From sources you already have.

Business Benefits

The foundation for your connected brokerage

Act on relationship intelligence others can't

Turn core services into profit centers

Keep your freedom to evolve—and stay independent

See what's actually working

The future of real estate

Your intelligence.Your future.Your control.

100+ robust integrations

Your tech stack, connected.

Real estate leaders trust Cloze as the foundation of their Connected Brokerage

Dean Rouso, SVP Strategic Innovation & Designated Managing Broker, Baird & Warner

Karey Bredemeyer , REALTOR® and Co-Manager, F.C. Tucker Noblesville

Rod Messick, CEO, Berkshire Hathaway HomeServices Homesale Realty

Matthew Leone, CMO, Brown Harris Stevens

Shawn Prutsman, Senior Vice President of Technology, Windermere

Dean Rouso, SVP Strategic Innovation, Baird & Warner

Laura Ellis, Chief Strategy Officer and President of Residential Sales, Baird & Warner

Jen Jones, VP, BHHS Homesale Realty

Dean Rouso, SVP Strategic Innovation & Designated Managing Broker, Baird & Warner

Karey Bredemeyer , REALTOR® and Co-Manager, F.C. Tucker Noblesville

Rod Messick, CEO, Berkshire Hathaway HomeServices Homesale Realty

Matthew Leone, CMO, Brown Harris Stevens

Shawn Prutsman, Senior Vice President of Technology, Windermere

Dean Rouso, SVP Strategic Innovation, Baird & Warner

Laura Ellis, Chief Strategy Officer and President of Residential Sales, Baird & Warner

Jen Jones, VP, BHHS Homesale Realty

contact us

Two Paths Forward. One Choice.

The intelligence you need.
From sources you already have.

Your intelligence.
Your future.
Your control.

Two Paths Forward.
One Choice.