We send the closing gift, then keep you top of mind with automated CMAs, market reports, birthday messages, and home anniversary follow-ups — turning every past client into a source of referrals.
Client Concierge was built by a licensed agent who got tired of watching hard-won clients go quiet after closing. Every feature was designed around how agents actually work — not how a tech company thinks they do.
The National Association of Realtors tracks this every year. The numbers tell a clear story.
That gap between 88% and 11% is your referral pipeline. We close it.
Start Growing ReferralsBranded, personalized gifts delivered directly to your client on closing day — no address needed. First impressions that last for years.
We send CMAs, neighborhood market reports, birthday messages, and home anniversary emails on your behalf — set once, runs forever.
Timed review requests and referral prompts go out automatically at the moments clients are most likely to respond and share your name.
Your full client nurture sequence — gifts, CMAs, market reports, birthdays, and anniversaries — goes out automatically for every client you close.
Every message goes out under your name and brand, so clients feel the relationship with you — not with a platform.
Each touchpoint is timed to when past clients are most likely to recommend you — anniversaries, life events, and market shifts.
We're onboarding a small group of agents to help shape the product before we open to everyone. Founding agents get locked-in pricing, direct input on features, and first-mover advantage in their market.
No credit card · Limited spots · Launching soon
Start your first client on the full retention sequence today — gift, nurture, reviews, and referrals — all automated.
Start Growing Referrals – Free