Private executive proposal - Real Brokerage partnership

Real's agent technology layer, built from inside the brokerage.

CloseDaily can become the Real-first operating system agents use every day: CRM, AI follow-up, client search, branded mobile apps, IDX websites, deal workflow, and Real-specific business intelligence in one connected platform.

Read the executive brief View product proof

Prepared by Jonathan Smith, Founder of CloseDaily and Real Brokerage agent. Built for a partnership conversation, not a vendor listing.

CloseDaily CRM dashboard with contacts, pipeline, scoring, and activity
Partnership thesis

Give Real agents the daily system their brokerage story already deserves.

$7.6K+annual agent value
$0app and website build cost
Realnative workflow layer
The point
Not another CRM discount.A defensible technology advantage Real can use for recruiting and agent adoption.
For agents
Better tools, less stack.CRM, app, IDX, AI, alerts, messaging, websites, and workflows in one place.
For Real
Upside participation.Ownership, paid-user referral payout, and revenue share make Real a real stakeholder.
For buyers
Search stays local.Clients interact with the agent's app, not a portal that sells them back to competitors.

Real Broker Leadership,

This proposal represents more than a vendor pitch — it's a commitment from someone who already calls Real home.

I'm a Real Brokerage agent. I chose this company for its technology, its culture, and its vision for where real estate is going. Building CloseDaily as a partner to Real isn't just a business decision for me — it's personal. I want the agents I work alongside every day to have tools that actually move the needle.

We're applying for the $50K partnership tier, and we'd like to structure it in a way that goes beyond a standard fee arrangement:

  • 10% ownership interest in CloseDaily, gifted to Real Brokerage — because we want you invested in our success, not just affiliated with it.
  • $100 per paid user referred through Real's marketing efforts, limited to Dominate and Power Agent plan members. CRM Agent members receive revenue share only.
  • 10% revenue share on every agent's membership for the first year, then 5% for the lifetime of that membership — on top of the equity position.

We believe this structure will exceed the $50K threshold within the first year and position us to move into a higher partnership tier as we scale together.

Our mission is simple: build technology so good that agents close more deals and make more money — without the complexity. Exceptional product, exceptional support, no excuses.

We look forward to building a lasting partnership with the brokerage we call home.

Jonathan Smith Founder, CloseDaily  |  Real Brokerage Agent

Platform feature stack

Not a CRM add-on. A full agent operating system.

CloseDaily gives Real a complete technology story agents can feel immediately: relationship management, marketing, transaction workflow, client experience, AI follow-up, owned search, and branded mobile engagement in one connected stack.

Every feature has a job: help agents win clients, keep deals on track, and make Real feel like the most modern brokerage in the market. This section is intentionally product-heavy. The goal is to show that CloseDaily is deep enough to become a strategic platform partner, not simply another vendor discount.
Relationship engineCore platform

CRM built for real estate speed and accountability.

A complete contact and pipeline system for buyers, sellers, past clients, sphere, and recruits. Agents can track lead source, conversations, tasks, notes, saved homes, showing intent, email, text, calls, tags, smart lists, and AI next steps from one contact record.

Smart listsPipeline visibilityAI next steps
Contract executionReal API path

Transaction management connected to Real workflow.

CloseDaily can integrate with Real APIs to upload documents, sync required files, and show the transaction checklist agents need to keep every deal moving. Agents get a clear path for earnest money, appraisal, inspection, financing, closing tasks, and compliance items.

Document syncRequired docsKey dates
Owned searchWebsite + IDX

Custom websites and IDX that agents actually own.

Every agent can have a polished website with live IDX search, lead capture, market pages, listing pages, and editable listing detail content. Agents can add their own copy, video, local insight, and calls to action, creating stronger SEO pages than generic IDX templates.

Editable listingsLocal SEOLead capture
Client experienceMobile app

A custom mobile app that keeps buyers close to the agent.

iOS and Android apps under the agent's brand, with listing alerts, saved homes, tour requests, client search, dating-style home discovery, and push notifications. Buyers enjoy the process, while agents see the behavior signals that point to serious intent.

Listing alertsBuyer signalsAgent branded

Growth, marketing, and operating depth.

These are the tools that make the platform feel bigger than contact management. They turn CloseDaily into the daily command center for agent growth.

Attribution engine

LeadIQ

Tracks where every lead came from, ties activity back to campaigns, and shows agents which links, ads, forms, open houses, and searches are actually creating opportunities.

Content engine

SocialAgnt

AI-powered social planning for listing posts, market updates, open house promotion, recruiting content, captions, and repeatable brand campaigns.

Agent systems

Playbooks

Prebuilt workflows for buyer nurture, seller nurture, open houses, expired listings, FSBO, recruiting, past clients, and post-close follow-up.

Listing marketing

Virtual Staging

Help agents market listings faster with staged property visuals that make empty or dated rooms easier for buyers to understand.

Search campaigns

Agent Links

Trackable home-search links agents can post on social media or add to their website for specific price ranges, property types, neighborhoods, and buyer searches.

Mobile command center

CloseDaily Agent App

The agent-side mobile app for running the business anywhere: contacts, calls, texts, tasks, notifications, saved-home alerts, and follow-up while on the go.

Agent safety

SafeAgent

A showing-safety tool with timed check-ins, I am safe confirmations, missed-check-in texts and calls to emergency contacts, quiet alerts, exact location, and showing context.

Seller strategy

CMA Builder

Create polished pricing presentations and market comparisons that help agents win listings and explain value with confidence.

Deal visibility

Client Portal

An extension of transaction management where buyers and sellers can see progress, documents, milestones, next steps, and important dates.

Deadline control

Checklist + Key-Date Alerts

Contract dates can trigger email, text, and app push reminders for items like appraisal deadlines, earnest money due in 48 hours, inspections, and closing tasks.

Reviews

Reputation Management

When a deal closes, CloseDaily automatically asks for a review, follows up when needed, and helps agents build social proof without manual chasing.

Database growth

Email Marketing

Share listings, promote open houses, send market updates, and automate monthly market stats emails to buyers, sellers, sphere, and past clients.

Lead capture

Open House Tools

Create open houses with ready-to-share landing pages, sign-in forms, automated follow-up, and lead generation tied directly back to the CRM.

AI follow-up

Automated Texting with Cleo

Cleo can manage database follow-up, text leads, keep conversations warm, and prevent potential clients from going cold between agent touches.

Ad accountability

Ads + Attribution

Connect marketing spend to actual contacts, pipeline movement, appointments, and closings so agents know which campaigns and lead sources produce business.

Market insight

Market Reports

Give agents and clients clear market movement, listing activity, and seller-friendly updates that create a reason to re-engage every month.

Phone + SMS

Business Phone

A dedicated business number for calls and texts, with conversations logged to the contact record and available across desktop and mobile.

Listing safety

Listing Sentry

Monitor listing status and database opportunities so agents can catch stale, expired, sold, or newly active signals before competitors do, and be notified if a contact in their database has listed with another agent.

Daily execution

Smart Planner

Cleo prioritizes tasks, callbacks, follow-ups, and prospecting blocks so agents open the platform and know exactly what to do next.

Call production

Native Power Dialer

Make high-volume prospecting calls from inside CloseDaily, work smart lists faster, log outcomes to the contact record, and keep call blocks tied directly to follow-up tasks and pipeline activity.

The Real partnership story becomes simple: better client experience, better agent execution, stronger agent adoption. CloseDaily can package this into a Real-branded offer that feels substantial enough for recruiting and practical enough for daily adoption.
See agent value
Daily work

The best technology becomes part of the agent's rhythm.

Contacts, tasks, conversations, listing activity, transaction steps, and reminders should live in one clear workflow so agents know who needs attention and what action matters next.

Less drag

Agents should spend less time managing software.

CRM notes in one place, texts somewhere else, saved-home activity in another system, and key dates in a spreadsheet creates friction. CloseDaily is designed to pull those loose ends into one operating flow.

Client pull

The client relationship stays close to the agent.

Branded websites, mobile search, saved-home signals, tour requests, and transaction updates keep buyers and sellers connected to their Real agent before, during, and after the deal.

Proof

The rollout can be measured by usage, not promises.

Real can evaluate adoption through agents onboarded, contacts managed, client app activity, alerts sent, transactions tracked, and upgrades into higher plans.

Agent value stack

A premium technology package Real can put in front of agents.

The strongest version of this partnership is not abstract. It gives every participating Real agent a concrete set of tools they can use, show, and sell.

Real agent package

$7.6K+

Estimated annual value per agent across website, app, platform discount, SocialAgnt, LeadIQ, onboarding, and priority support.

$2.5K

Custom IDX website

Managed website, MLS search, lead capture, and CRM connection without agency change fees.

included
$3.3K

Agent-branded mobile app

iOS and Android client app under the agent's brand with saved homes, alerts, and behavior signals.

included
$600

Annual CloseDaily discount

$50 per month lower pricing for Real agents on the CloseDaily platform.

discount
Free

SocialAgnt and LeadIQ

Content planning, lead intelligence, attribution, and campaign tools bundled into the Real offer.

bonus

Product proof

A working platform, not just a partnership promise.

The platform already has the product depth: contact management, AI follow-up, automation, texting, email, deal workflow, websites, content, mobile apps, and reporting.

CloseDaily CRM dashboard in light mode CloseDaily CRM dashboard in dark mode
AI

Cleo follow-up

AI-written messages, lead response, task creation, and next-step guidance from the contact record.

Automation

Behavior-driven workflows

Saved listing, reply, form, tour, source, stage, and deal triggers can route to texts, email, tasks, tags, and agent alerts.

Brand

Owned client experience

Agent websites and mobile apps keep the client relationship inside the agent's branded ecosystem.

Operations

From lead to close

Contacts, pipelines, transactions, content, lead routing, reporting, and follow-up stay connected.

Branded mobile app

The agent becomes the home search destination.

Every Real agent can offer buyers and past clients a branded app experience that creates recurring touchpoints: search, saved homes, tour requests, market updates, home value, and high-intent alerts back to the agent.

01

Buyer intent signal

A saved home, tour request, or high-value listing view can notify the agent instantly.

02

Post-close value

Home value, equity, market movement, and agent messaging keep the app useful long after the sale.

03

Recruiting story

Real agents can say they get their own app and website as part of the Real tech advantage.

Branded private home search launch screen
Branded home recommendation feed screen

Native Power Dialer

Power dialing, built into the CRM.

Agents can work smart lists, move through call queues, see contact context, leave voicemail drops, and log outcomes without bouncing between a phone tool and the CRM.

Queue-based calling tied to smart lists Contact context, notes, and stage visible while dialing Call outcomes connected to follow-up tasks and pipeline activity
CloseDaily native power dialer with call queue, contact details, and call controls

Website editor

A visual website editor agents can actually use.

CloseDaily gives agents a visual website editor for hero pages, navigation, calls to action, IDX sections, listing pages, and brand details while the CRM and lead capture stay connected behind the scenes.

Visual editing for agent websites and landing pages Lead capture, phone, navigation, and content controls Polished local brand presence connected to the platform
CloseDaily website editor showing a real estate agent website in a visual builder

Virtual staging

Virtual staging, organized around each listing.

Agents can organize listing photos, choose a room type and design style, stage selected images, review drafts, and download finished marketing assets from one workspace.

Listing folders keep staging work organized Room type, style, and photo selection in one flow Review and download workflow for listing-ready visuals
CloseDaily virtual staging workspace with listing photo folders, style choices, and staging actions

Real-native layer

The part competitors cannot credibly copy.

The long-term moat is a Real-specific business layer: production, cap, revenue share, stock context, recruiting, ReZen workflow, and agent-client activity all in one operating view.

Business model

Cap trajectory

Projected cap date, split status, closed volume, income progress, and next listing needed.

Wealth story

Stock and rev share

Downline production, revenue share visibility, stock program context, and growth prompts.

Real-first
agent OS
Workflow

ReZen path

Transaction and checklist workflow designed to reduce duplicated work between tools.

Recruiting

Agent intelligence

Real-specific demos, onboarding, market rollouts, and proof points for recruit conversations.

Commercial proposal

Structure the partnership so Real participates in the upside.

We are applying for the $50K partnership tier, but the larger goal is a long-term platform relationship that helps Real agents win and rewards Real for helping adoption scale.

10%

Ownership interest

Gifted to Real Brokerage so Real participates in CloseDaily's upside as the platform grows.

$100

Per paid user referred

Paid for each referred paid user on the Dominate or Power Agent plans, attributed to Real marketing, partner promotion, and approved launch channels. CRM Agent is revenue share only.

10% / 5%

Revenue share

10% on each agent membership for year one, then 5% for the lifetime of that membership.

Real agent pricing

Three clear plans, from starter CRM to the full CloseDaily platform.

The Real offer gives new agents a low-cost CRM and transaction path, while serious producers can step into the discounted Dominate or Power Agent plans when they want the full operating system.

$50/mo Real discount on premium plans
Starter plan

CRM Agent

Contact CRM and transaction management only for agents who need a simple place to stay organized.

$24.99/mo
Real-only entry price
Included
  • Contact CRM, notes, tasks, and tags
  • Pipelines and smart lists
  • Transaction management and deal steps
  • Key-date tracking for active files
  • Contact import and basic activity history

No client portal, branded app, IDX website, AI tools, texting, content tools, listing alerts, LeadIQ, SocialAgnt, dialer, or platform add-ons.

Save $50/mo
Growth platform

Dominate

The full agent growth stack: website, IDX, AI content, client experience, marketing, and daily execution tools.

$249/mo
$299/mo regular rate for non-Real agents
Everything in CRM Agent, plus
  • Custom IDX agent website and lead capture
  • Agent-branded client mobile app
  • Client portal and listing alerts
  • Cleo AI Assistant and Content Studio
  • SocialAgnt, LeadIQ, Agent Links, and market reports
  • Email marketing, open house tools, and playbooks
  • Listing Sentry, CMA Builder, and virtual staging

Built for agents who want CloseDaily as their daily client, marketing, website, and transaction workspace.

Best value
Flagship plan

Power Agent

Dominate plus the phone, dialer, SMS, attribution, AI sales, and signing stack for high-output agents.

$349/mo
$399/mo regular rate for non-Real agents
Everything in Dominate, plus
  • Dedicated business phone number
  • Native Power Dialer and voicemail drop
  • SMS and text marketing included
  • Ads Manager and CloseIQ attribution included
  • AI Sales Agent and Call Coach AI
  • Call recording, transcription, and follow-up workflows
  • SigAgnt e-signing and post-close care plans

For agents who want the full CloseDaily system replacing their separate phone, dialer, ads, SMS, signing, and follow-up tools.

Rollout plan

Ready to start launch within one week of approval.

Day 1

Approve partnership

Finalize economics, Real offer, referral attribution, reporting path, and the first launch audience.

Days 2-3

Prepare launch path

Set up the partner page, Real-specific offer copy, onboarding flow, demo positioning, and support process.

Days 4-5

Package the proof

Prepare product walkthroughs, announcement copy, launch assets, FAQ, and first-cohort onboarding materials.

Days 6-7

Begin launch

Open the first Real agent cohort, track paid-user referrals, monitor activation, and report early adoption signals.

The ask

Make CloseDaily the Real-first operating system for agent growth.

Approve the partnership path, launch the Real agent offer, and let us prove that the best technology partner for Real is being built by someone already inside the brokerage.

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