THE SMARTER WAY TO CLOSE.

THE KLOZD ROADMAP

Your closing team.
A bigger future.

Our vision is one connected workspace for transactions, agent growth, and brokerage support. Explore the modules we plan to develop as KLOZD grows.

Explore the planned modules
FEATURED UPGRADEPLANNED

FLORIDA BROKER SUPPORT · TAVUS AVATAR

A familiar face.
Knowledge behind every answer.

A planned conversational broker-support avatar, connected to an AI agent with a maintained Florida real estate knowledge base and brokerage-approved procedures.

Ask a question

Explore contract provisions, transaction steps, training, and brokerage policies.

See the source

Answers should identify the supporting document and its version or date.

Reach the broker

Uncertain or transaction-specific issues go to a live broker for review.

Proposed Tavus integration; not connected yet. The avatar will identify itself as AI support. Licensed brokers retain supervision and decision-making.

THE CONNECTED BROKERAGE VISION

15 modules. Built around your agents.

Each tile describes planned scope.
Select a tile to see more.

01 / PLANNED

Speed to Lead

Respond to new inquiries and connect prospects with the right agent.

GrowthView scope +
Planned: inquiry capture, consent-aware outreach, agent routing, and appointment requests.
02 / PLANNED

Lead Nurture & Concierge

Keep conversations moving from first inquiry to the next appointment.

GrowthView scope +
Planned: follow-up sequences, preference capture, reminders, and handoff to an agent.
03 / PLANNED

AI File Review

Help the closing team spot missing items and upcoming deadlines.

OperationsView scope +
Planned: review authorized documents, flag items for human review, and link back to the brokerage file system.
04 / PLANNED

Transaction Hub

Expand the closing workspace with tasks, milestones, and team coordination.

OperationsView scope +
Planned expansion beyond the current pilot: deadline tracking, task templates, reminders, and team handoffs.
05 / PLANNED

CRM & Sphere

Organize relationships, conversations, and opportunities in one workspace.

GrowthView scope +
Planned: contact records, relationship history, pipelines, and permission-controlled agent views.
06 / PLANNED

Marketing Studio

Turn listing information into agent-ready marketing materials.

GrowthView scope +
Planned: listing uploads, social drafts, video concepts, and avatar-assisted content, with agent review before publishing.
07 / PLANNED

Ad Campaigns

Plan campaigns and bring their results into a clearer view.

GrowthView scope +
Planned: campaign briefs, approved audiences, creative review, and reporting. Advertising spend and channel connections will be configured separately.
08 / PLANNED

Property Insights

Bring authorized listing and property context into agent workflows.

GrowthView scope +
Planned: property summaries and listing research using permitted data sources and MLS connections.
09 / PLANNED

Workflow Automation

Connect routine steps across the brokerage and closing team.

OperationsView scope +
Planned: inspection findings for review, requests for three vendor estimates, bid comparison, and completion tracking.
10 / PLANNED

Finance & Commissions

Connect brokerage accounting with commissions and revenue-share review.

BrokerageView scope +
Planned: splits and caps, seven-level revenue-share calculations, monthly statements, and QuickBooks integration with human payout approval.
11 / PLANNED

Recruit, Onboard & Retain

Support agents from their first career conversation through ongoing check-ins.

GrowthView scope +
Planned: opt-in recruiting calls, avatar career conversations, onboarding, monthly office/association/MLS events, a 1–10 brokerage score, and live broker scheduling.
12 / PLANNED

Documents & E-Signature

Connect agents to approved document and signing workflows.

OperationsView scope +
Planned: authorized provider integrations, document-status tracking, and signing handoffs. Brokerage systems remain the source of record.
13 / PLANNED

Open House Capture

Make it easier to collect visitor details and follow up thoughtfully.

GrowthView scope +
Planned: QR sign-in, contact preferences, agent assignment, and consent-based follow-up.
14 / PLANNED

Client Portal & Updates

Give clients a clear view of their closing and the next step.

OperationsView scope +
Planned: secure client access, understandable milestones, relevant notifications, and transaction-specific permissions.
15 / PLANNED

Ask KLOZD

Find answers and connect to brokerage support through an AI assistant.

BrokerageView scope +
Planned: Florida broker-support knowledge, brokerage procedures, source-linked answers, and escalation to the live broker.

PROPOSED DEVELOPMENT SEQUENCE

Strengthen operations. Then grow.

  1. 01

    Operations

    Build on agent access and deal intake with deadlines, team workflows, and clearer client updates.

  2. 02

    Agent growth

    Add recruiting, retention, CRM, listing marketing, and consent-based follow-up.

  3. 03

    Brokerage support

    Connect finance and commission review, reporting, and the Florida broker-support avatar.

Help shape what comes next.

Tell the KLOZD team which tools would make the biggest difference in your office.

Share your priorities