StayClosd

FOR AGENTS AND LOAN OFFICERS

Somewhere in your database is your next referral.

They just haven’t had a reason to think about you lately.

StayClosd is a monthly engagement and giveaway system that changes that. Your past clients get their home’s estimated value and a chance to win a real gift every month — just for engaging with your broadcast. That habit keeps your name top of mind until they’re ready to send you their neighbor.

You approve one email a month. We handle everything else.

Take a peekSee pricing

From $29/mo

up to 50 contacts

+ $50/mo min

gift budget (separate)

SC

STAYCLOSD · now

notification

🎉 Sarah, you won the May drawing!

Pick your $150 gift from the catalog — ships free.

Pick your gift →
STSarah Thompson· past client
9:24 AM
WAIT I won?? 😭🎉 No way, I’ve been entering every month! Already picking my gift haha
Ha congrats Sarah! Enjoy it 🎁
the next day
Hey! Told my neighbor Jen about your monthly thing — she’s thinking about selling this spring and I gave her your number. She’ll reach out today 🏡

The giveaway · the excitement · the referral

REFERRALS ON REPEAT

Attention + Engagement + Incentives = The Referral Loop.

Three forces. One outcome. It’s the entire bet StayClosd is built on.

ATTENTION

Every email shows your past clients what their home is worth right now — their actual address, their actual value. That's the reason they open it every single month.

ENGAGEMENT

Polls, trivia, and a live leaderboard give them a reason to interact — not just read. Every tap keeps you top of mind and turns a passive reader into an active fan.

INCENTIVES

Monthly prize drawings where winners pick real gifts from a curated catalog. Your clients check in every month to see if they won. That habit is what keeps your name top of mind.

One referral from a past client pays for the entire year. Most agents on StayClosd can expect 3–5.

WHY THIS EXISTS

82% of past clients say they’d use you again.
Only 12% actually do.

The reason isn’t that they found someone better. It’s that you stopped showing up. Six months go by, a year goes by, and when their neighbor asks for a recommendation they can’t remember your name.

StayClosd makes sure that never happens. Not by sending more emails — by sending the right one. One email a month that’s personal, relevant, and worth opening. That’s the start of The Referral Loop.

A MONTH IN YOUR INBOX

What it actually feels like
to run StayClosd.

One cycle, start to finish. The work you do, the work we do, and what your past clients see in between.

  1. Day 1

    60 seconds

    Approve your broadcast

    We've already drafted your personal note. You read it, edit a line if you want, click Send. That's all the work.

  2. Days 2–28

    On autopilot

    Your past clients live with the broadcast

    They check their home value. They vote in the poll. They see who's leading the giveaway leaderboard. They wonder if this is their month to win.

  3. Day 30

    One winner picks

    Real gift. Real shipping. Posted on socials.

    A winner is drawn from your most engaged clients. They pick from a curated catalog. Your card is charged the gift amount — only when someone wins. They post about it.

  4. Some random week

    The payoff

    Your phone buzzes

    "Hey — my neighbor's selling. Can I give them your number?" You haven't called that client in months. But you've been in her inbox every one of them.

WHAT YOUR CLIENTS GET

One email a month that does more than your CRM ever will.

ATTENTION

Their home's value

Every client sees what their home is worth right now — their actual address, updated every month. It's the #1 reason people open your broadcast.

ENGAGEMENT

Something to do

A poll or trivia question they can answer in one tap. Every interaction earns a spot on the leaderboard and an entry into the monthly drawing.

INCENTIVES

A chance to win

Monthly, quarterly, and annual prize drawings. Winners pick from a curated gift catalog — real products, real shipping. No generic gift cards.

PERSONAL

A human touch

Birthday videos, closing anniversary messages, and a personal note from you every month. All handled automatically except the note — that takes you 60 seconds.

HOW IT WORKS

Set it up in 10 minutes. It runs forever.

01

Upload your clients

Drop in a CSV of past clients. Name, email, address. That's all we need. Takes 10 minutes.

02

Approve your first broadcast

We build it using real data from your clients' neighborhoods and draft a personal note in your voice. Read it, approve it, it goes out.

03

Your past clients pull the lever

Every month they open something personal, see their home value, vote in the poll, and enter the giveaway. The ones who win share it. The ones who don't come back next month to try again.

04

Referrals come back to you

You didn't write a word or chase anyone. But your name has been in their inbox every month — and when their neighbor asks for a good agent or LO, you're the only name they think of.

ATTENTION

The reason they open it every month.

Every past client sees their home's current value — their actual address, their zip's market trends, updated automatically. You don't look up anything. You don't pull any data. It just shows up in their email with your name on it.

  • Curiosity about their home's value is the single strongest reason anyone opens an email from their agent or loan officer
  • When the number moves, your phone rings — refi questions, "is it time to sell?", upgrade calls all start here
  • Positions you as the one with the data — not the one pestering past clients for referrals
  • Runs on autopilot — no spreadsheet maintenance, no zip lookups, no scrambling for talking points

Included in every plan

Sarah's May broadcast · the AVM block
Best Suited RealtyMay 2026
Your home · this month
4821 Elmwood Dr
$487,500
Range$472k — $503k
Updated automatically from public records · not a formal appraisal

“Hope spring’s treating you well over on Elmwood. Quick read on the neighborhood — values are up about 4% from this time last year, and 78704 inventory just ticked above where it was in March.”

— Nick, Best Suited Realty

This month’s drawingView →
See a sample broadcast

ENGAGEMENT

Not just opens. Real engagement that brings them back.

There's a big difference between someone who opened your email and someone who voted in your poll, answered your trivia, and is sitting in 4th place on your leaderboard. The first person remembers your name. The second person is telling their neighbor about you without being asked.

  • Polls and trivia give clients a reason to interact — not just skim
  • The leaderboard creates friendly competition that keeps them coming back month after month
  • Every interaction earns an entry in the monthly prize drawing
  • When they're ready to buy, sell, or refer — you're already top of mind

Included in every plan

May broadcast · poll + leaderboard

May poll

First-time buyers right now: jump in, or wait?

Buy now — rates won't get easier62%
Wait — prices will keep softening28%
Honestly no idea10%

187 votes · 4 days left to enter the drawing

Trivia · +10 pts if you nail it

The shortest street in Austin is —

May standings

01Michelle K.
380 pts
07You
185 pts
12Sarah T.
120 pts

INCENTIVES

Real gifts your clients actually want.

Every month a winner is drawn from your most engaged clients. They pick their own gift from a curated catalog — not a generic gift card, not a vacation scam. Real products that ship to their door. That's the moment your client screenshots it, posts it, tags you, and tells their friends ‘my agent still keeps in touch.’ One post like that is worth more than any ad you'll ever run.

  • Monthly, quarterly, and annual drawings
  • You set the budget — $50, $150, $500, whatever fits your business
  • Winners choose their gift from a premium catalog
  • We handle fulfillment — nothing for you to buy, wrap, or ship

Included in every plan

Sarah's claim page · she won

✶ May winner ✶

You won, Sarah.

Pick your gift · $150 budget

Insulated tumbler

$120

Local wine flight

$145

Wireless earbuds

$135

Ships to her saved address. Free shipping.

See the curated gift catalog

PERSONAL TOUCHES

The right moment. A 30-second video. One tap to send.

Birthdays, closing anniversaries, and prize wins are the moments people remember years later. Most agents send a card if they remember at all. A short video from you, sent as a real text from your real number, is the difference between 'I worked with that lady once' and 'I love them — let me give you their number.'

  • The highest-emotion moments in any past-client relationship — and most pros miss them entirely
  • Sent as a text from your number, not a shared shortcode — clients save it, screenshot it, remember you
  • 30 seconds of phone time, zero editing, zero upload — fits between a closing and a showing
  • Heads-up 3 days out so you never blank on a birthday again

Included in every plan

Your dashboard · today's video moments
Birthday · in 3 days·Friday, May 24

Sarah Thompson turns 42

Past client · bought 4821 Elmwood Dr in March 2023

Record a 30-second video

One tap sends as a text from your number on Friday

Coming up this week

🏠Tom & Jen's 1-year
Mon · home anniversary
🎂Marcus Greene
Wed · 38th birthday
🏆Michelle K. — May winner
Sat · congrats moment
See a birthday moment

NOT A CRM

Your CRM closes deals.
StayClosd keeps clients.

Different tools for different jobs. Your CRM manages the next 90 days — active leads, pipeline stages, close dates. StayClosd manages the next 5 years — the people you already closed who are sitting in a database doing nothing.

You need both. We just handle the part your CRM forgot about.

Your CRM

The pipeline

Built for the deal that’s about to close. Optimized for the next 30, 60, 90 days.

  • Lead capture from your website, ads, and listing feeds
  • Drip campaigns to brand-new prospects
  • Call / text / meeting activity tracking
  • Deal-stage pipeline + close-rate reporting
  • Routing leads to the right teammate

StayClosd

The retention

Built for the people you already closed with. Optimized for the next five years of referrals.

  • Monthly newsletter built around each client's home value
  • Polls, trivia, and a leaderboard that signal who's warm
  • Birthday + closing-anniversary videos in one tap
  • Prize drawings with real shipped gifts each month
  • A dashboard that surfaces the people most likely to refer

Most agents and loan officers need both.

We don’t replace your CRM — we pick up where it stops paying attention.

PRICING

Starts at $29/mo.

Every plan includes every feature. What you pay scales with your contact count — not what you get.

Plus a $50/mo minimum gift budget — separate from your plan.

Intro

$29/ month

Get started with your closest 50 past clients.

  • Up to 50 contacts
  • Every feature in the platform
Get started

Starter

$59/ month

Start showing up to your past clients every month.

  • Up to 100 contacts
  • Every feature in the platform
Get started

Growth

$99/ month

For the agent whose database is getting serious.

  • Up to 300 contacts
  • Every feature in the platform
Get started

Pro

$149/ month

Built for active producers with a real book of business.

  • Up to 500 contacts
  • Every feature in the platform
Get started

Need more than 500 contacts? Email us — we’ll set up a custom tier.

What every plan includes

No feature tiers. No upsells. The same product on Intro as on Pro.

  • Monthly email broadcast to your entire database
  • Per-recipient home value (AVM)
  • Agent personal note — AI drafts, you approve
  • Monthly poll + trivia question
  • Engagement leaderboard updated every send
  • Monthly, quarterly, and annual giveaway drawings
  • Birthday and anniversary sends (opt-in)
  • VIP one-off gifting from any contact
  • Quarterly lead-gen survey
  • Engagement dashboard

QUESTIONS

The things people always ask.

Why do I need to give away gifts?+
You don’t have to — but here’s what gifts actually do. They create a habit. When your past clients know there’s a chance to win something every month, they open your broadcast, they vote in the poll, they stay engaged. That habit is what keeps your name top of mind when their neighbor asks for an agent or LO. You’re not buying referrals — you’re creating the consistent presence that makes referrals inevitable. And one referral commission pays for an entire year of gift budgets.
Can I try it before I pay?+
Yes — take a peek. You’ll see the real broadcast your clients receive, the poll page they vote on, and the winner email they get when they win — built around your actual address. That’s the demo. Plans start at $29/mo when you’re ready to put it in front of your own database; there is no free tier.
Do I have to give gifts?+
Yes — the monthly giveaway is the product. Without a card on file and an active monthly gift budget the platform doesn’t activate. We built it this way because the drawing is what makes your past clients open every month. No drawing, no habit — and the loop falls apart. (Quarterly and annual drawings are optional, but the monthly one is required.)
What do the pricing tiers actually pay for?+
Contact count. Every plan includes every feature — monthly broadcast, AVM, polls, leaderboard, drawings, birthday sends, the whole platform. What you pay scales with how many people you’re sending to: $29 up to 50, $59 up to 100, $99 up to 300, $149 up to 500. If you outgrow your plan, upgrade to the next one. Need to send to more than 500? Email us — we’ll set up a custom tier.
Is my card data safe?+
Yes. When you enter your card on our gifting setup form, it’s tokenized through our PCI-compliant payment partner — we never see or store your card number. Your card is only charged when one of your past clients wins a gift; nothing else touches it.
Will my clients think this is spam?+
No — every email leads with their home’s current value and is personalized to their address. It reads like their agent personally looked up their property. That’s the opposite of spam.
How is this different from Homebot or MyHomeIQ?+
They do solid work on the attention side — clean home-value reports, market dashboards, refi calculators. That’s the open. Where they stop is engagement and incentives: there’s nothing to vote on, no leaderboard to climb, no monthly prize that pulls a client back next month. StayClosd uses the home value as the hook, then layers polls, a live leaderboard, and prize drawings on top so your clients aren’t just glancing — they’re building a habit around hearing from you.
How is this different from my CRM’s email tool?+
Your CRM sends drip campaigns to active leads. StayClosd sends personalized email broadcasts to people who already closed — with their actual home value, real market data, and engagement mechanics your CRM doesn’t have. Different job, different tool.
What if I only have 50 past clients?+
That’s plenty. 50 engaged past clients who hear from you every month will generate more referrals than 500 cold leads you bought online.
Is this CAN-SPAM and RESPA compliant?+
Yes. Every send carries a one-click unsubscribe and a proper sender attribution line (CAN-SPAM). The prize drawings are structured with “no purchase necessary” alternate-entry language so they don't cross into RESPA territory — that's why our drawings reward engagement, never referrals.
How much time do I actually spend on this each month?+
About 10 minutes. You get a nudge a few days before send day, review the draft, can drop in 2–3 personal bullets if you want, and click Approve. The rest of the time the system is running in the background — surfacing replies, scheduling drawings, sending birthday gifts.
Can I see and edit every email before it sends?+
Always. Every monthly draft lands in your dashboard ahead of your scheduled send day, fully editable. Nothing goes out without your explicit Approve.
What happens to my contacts if I cancel?+
They're yours. Export to CSV anytime from the Contacts page. Cancel cancels billing — no penalty, no hold on your data, no “activation fee.”
Do I need to import contacts from my CRM?+
Today, yes — most people drop in a CSV export and we handle deduplication, email validation, and address parsing automatically. Native CRM and LOS integrations are on the near-term roadmap.
What if a client unsubscribes? Will they still get gifts?+
Unsubscribes are honored immediately and permanently — they won't receive any further broadcasts. They'll still show up in your contacts list for reference, and you can still send a birthday/anniversary gift directly if you want, but it won't be triggered automatically.

Still have a question? Email us and we'll get back to you the same day.

GET INTO THE REFERRAL LOOP

Be the agent they remember.
And the one they refer.

Take a peek

From $29/mo

up to 50 contacts

+ $50/mo min

gift budget (separate)