Cloze, AI & eXp Realty: Your Relationship‐Driven Edge

If you're a real estate agent, mortgage broker, or title pro whose business thrives on referrals and repeat clients—this one’s for you. eXp Realty just launched its CRM of Choice program, which now gives agents free access to Cloze—an AI‑powered, mobile‑first CRM built for deep, relationship‑based selling. Let’s break down why this is huge—and how you can use it to supercharge your sphere.

As of July 1, 2025, eXp agents across the U.S., Canada, and Puerto Rico can now choose from BoldTrail, Lofty, or Cloze within their standard tech package—no extra cost.

BoldTrail: AI-driven, ideal for top producers and solo agents scaling up.

Lofty: Robust lead routing and campaign tools—perfect for teams focused on volume.

Cloze: Built for agents whose growth is fueled by referrals and relationships—offering simplicity, mobile capability, and smart automation.

Capture Your Entire Sphere Automatically

Most CRMs only manage what you put in. Cloze is different—it automatically logs calls, texts, emails, and meetings, all routed through your own number. That means more of your sphere is active, kept fresh, and ready to engage—not buried in old contacts.

Smart Follow-Up That Doesn’t Sleep

Cloze’s built‑in AI assistant surfaces follow‑ups, action items, and deadlines—nudging you toward who needs attention, and when. That level of automation helps skyrocket Gross Commission Income (GCI) from your sphere.

Marketing Tools on Steroids

From listing descriptions powered by generative AI to newsletters, bios, and campaigns, Cloze helps you ghostwrite and personalize content fast. Integrated tools like Canva make designing branded marketing materials a one-click affair.

Built for Real Relationships

Cloze is mobile‑friendly and designed for referral-based agents. It's not just about data—it’s about nurturing genuine connections.

CRM of Choice win: Cloze's selection by eXp is already making waves among agents.

Calendar enhancements: Sync Google/Microsoft calendars, add Zoom or Teams links—now in beta.

Ongoing AI improvements: From smart summaries to multilingual messaging, Cloze is consistently building features that fit modern agent needs.

Better Reach, More Results – Cloze automatically surfaces communication that was previously hidden, turning “lost” contacts into warm opportunities.

Fewer Drops, More Deals – Timely reminders mean less forgotten follow‑ups and more closed transactions.

Market Smarter, Not Harder – AI-powered descriptions, newsletters, and campaigns let you deliver polished content without the time sink.

Join the Conversation at The Collective – Want real‑world advice, peer feedback, or to see how others are using Cloze? Head over to The Collective at re‑nerds.com/marketplace to learn from—and share with—your fellow agents.

eXp agents: Log into your Okta dashboard and choose Cloze as your CRM of choice before switching deadlines lock you in.

Curious agents in USA & Canada: Dive into Cloze’s features at The Collective—get hands-on feedback, user tips, and best practices.

All readers: Share your questions and experiences with Cloze—either to help others or to refine your own strategy.

Topic Key Insight

eXp CRM of Choice Offers agents BoldTrail, Lofty, or Cloze—pick the one that fits your business best.

Cloze CRM Tracks your sphere automatically, uses AI for smart follow-up, and integrates marketing tools like Canva.

2025 Upgrades Calendar syncs, AI enhancements, and multilingual messaging keep Cloze ahead of the curve.

Your Move Choose Cloze, leverage its features, then jump into The Collective to learn with others.

Ready to make your sphere work harder—for you? Head to The Collective at re‑nerds.com/marketplace, explore Cloze, and connect with pros who are already winning with relationship‑driven CRM strategy.