How it works

The full picture.

ClosingPack connects three audiences. Here's exactly how each side experiences it.

For agents

Turn every closing into a five-year client relationship.

Most agents lose touch within 90 days of closing. The clients who would refer you, the clients who would call you about their next house, the clients whose neighbors are getting ready to sell. Gone, because there was no reason to stay in their inbox.

ClosingPack is the reason. A branded homeowner portal you send at every closing, with a personalized home maintenance checklist, the local vendors you trust, and recurring touchpoints over the first 24 months of homeownership. All on autopilot.

You sign up. We verify.

Tell us your market and your recent closings. We approve most agents within 24 hours. Setup is four steps and ten minutes.

You build your pack.

Invite the local vendors you already trust - painters, cleaners, HVAC techs, plumbers, junk removal, lawn care. Up to 3 per category. They get a 45-day free trial. You never pay anything to anyone.

Every closing gets a portal.

One click after each closing - or fully automatic if you've connected your CRM. Your client gets a personalized welcome from you, a home checklist generated for their home, and your vendors recommended for every relevant task.

You stay in their life. We do the work.

Concierge touchpoints branded from you go out automatically over the first two years - move-in checkup, first season change, first anniversary. Your name in their inbox, on your behalf, without you doing anything.

You get paid every month.

When a vendor's trial converts, you earn 70% of their monthly slot fee. Direct deposit on the 2nd of each month. Recurring as long as they stay. A pack of 12 vendors at $130/month gross is about $13,000/year to you.

The agent dashboard

You get a single dashboard showing every client portal, every touchpoint sent, every vendor in your pack, and your recurring income. The cross-client action queue surfaces clients who need attention: insurance renewing soon, never-opened portals, opportunities flagged for your homeowners.

For homeowners

A concierge for everything that comes with owning a home.

The first year of homeownership is overwhelming. Hundreds of decisions, dozens of vendors to vet, paperwork that doesn't fit anywhere. Your agent gave you a gift: a private portal that quietly handles the parts you didn't know you needed help with.

📋

A move-in checklist made for your home

Personalized to your property, generated by AI. Forwarding mail, setting up utilities, testing detectors, getting trash service started. Each task knows who to call.

🤝

Vendors your agent trusts

Not a random Yelp result. Real local pros that your agent has worked with. Tap to book. Your agent makes a small referral fee. You get a vetted vendor in seconds.

📓

A journal for your home

Track every appliance, every service done, every receipt. Searchable. When the inspector asks "when did you replace the water heater," you have an answer.

🗂️

A document vault

Closing docs, insurance dec page, warranty paperwork, inspection reports. One place. Private. AI can extract the data inside automatically.

💰

A money picture

See your equity, your monthly cost of ownership, your home's estimated value, and where you might be paying too much. Updated monthly. Private to you.

🔔

Heads-ups when they matter

Your rate is above market, your insurance renewal is in 30 days, your assessment looks too high, your equity crossed the PMI removal threshold. We watch so you don't have to.

Your data, your portal

Your financial data is private to you. Your agent sees that the portal is being used, but never sees your mortgage rate, your insurance premium, or your savings opportunities. The privacy line is built into the architecture, not just promised.

For vendors

A steady flow of pre-warmed referrals from local agents.

When an agent recommends you, the homeowner already trusts you. No cold leads, no Google Ads, no Yelp politics. Just real referrals from real agents to real new homeowners who need work done in the first 12 months.

An agent invites you onto their pack.

Or you sign up directly and we match you with agents in your service area. Either way, you control your profile, your service area, and your pricing.

45 days free. No card on file.

See what kind of referrals you get from your agents' new homeowners. If it's working, you keep the slot. If it's not, you walk away with no fee.

Pay only if you stay.

Monthly slot fee varies by category and market. You see the price before your trial converts. Cancel any time. No annual contracts.

Get bookings, build relationships.

Homeowners tap to book through the portal. You see their property and the task. They see your business, your reviews, and your contact information. Take it from there.

Ready to be the agent they remember?

Apply in two minutes. Most agents approved within a day.

Apply to join →

Free for agents · No contracts · Set up in 10 minutes