Stage 1 of 5
Contract to keys.
Your client follows every step to closing on their phone, with one tap to you or your coordinator.
91%
of buyers would use their agent again or recommend them. Closing is when goodwill peaks.
Every closing is an opening
Introducing Real Estate-as-a-Service
You give every client a home file: the papers, warranties and deadlines for their house, in one place with your name on it. It keeps you connected for every year they own the home.
Free for your clients, for as long as they own the home. About 20 minutes per home.
They want to come back. Most never do.
8 in 10
sellers call only one agent
- Called one agent
- Called two or more
Whoever they think of first gets the listing.
4 in 5
repeat buyers hire someone new
- Hired someone new
- Went back
Their last agent lost touch.
11 years
between moves
- A reason to reach out, from KeptHaven
KeptHaven gives you a reason to show up in every one of them.
How it works
From contract to the next listing.
Set it up once. It keeps your name in front of your client for every year they own the home.
Sample data, recorded from the demo Stage 2 of 5
Their home file.
At closing the plan becomes the home file they keep: documents, warranties and deadlines, with your name on it.Free for themPrivateTheirs to keep20 min
One walkthrough fills it.
- 5 min of documents
- 15 min of photos
Sample data, recorded from the demo Stage 3 of 5
Reasons to reach out.
Every morning your concierge shows which clients to call, why, and what to say.Example drafted note. Sample data. Hi Dana, the HVAC warranty from your closing ends in May. Want the name of the tech who serviced it? Happy to help either way. Jordan
Sample data, recorded from the demo Stage 4 of 5
Your name, all year.
Heads-ups on what needs attention, helpful nudges and home value updates go out under your name. You never lift a finger.Coming soonReferral asks at the moments your clients are happiest.
62%
of buyers recommend their agent within a year of buying. Be in front of them when they do.
A year of reasons, sent for you. Sample. - JanHomestead filing reminder
- MarHVAC service is due
- JunInsurance renews next month
- AugHurricane prep checklist
- NovYour home's value, updated
Each one carries your name and photo.
Stage 5 of 5
The next listing.
When they sell, or send a friend, they call the agent who stayed useful. That is your Keep Rate: past clients who came back or sent someone. It matters more than closings.One side of one $400,000 sale at 2.5%
$10,000
A KeptHaven seat for a year
$1,176
Example only. Use your own average price and commission.
What it takes
One past client who comes back, or one referral, pays for years of KeptHaven.
Works with your CRM
Your next call, already in Follow Up Boss.
Connect Follow Up Boss once. A signup on your page arrives as a new lead. A home value request, a selling question or a change to the home file lands on that client's timeline with a task. Deadlines your concierge spots become tasks before they are due.
More CRMs are next. Tell us which one you use and we will put it first.
- New lead:Maria Lopez, source KeptHaven
- Note:Asked for a home value opinion from her KeptHaven home file
- Task:Send Maria a value opinion. Due today.
- Task:Remind Dana: homestead filing due Mar 1
Questions agents ask
Will my clients actually use it?
They do not have to log in for it to work. Reminders about warranties, renewals and deadlines arrive with your name on them either way.
How long does the walkthrough take?
About 20 minutes per home: 5 minutes to load the closing documents and 15 minutes of photos at the house. Do it at the final walkthrough or your first visit after closing.
Does this replace my CRM?
No. KeptHaven works alongside the CRM you already use. Follow Up Boss connects today: new leads, client requests and reminders go straight into it as notes and tasks. Other CRMs are next. Tell us which one you use and we will put it first.
Can my transaction coordinator use it?
Yes. Invite your transaction coordinator from workspace settings, and it does not use a seat. Your coordinator can build and update closing plans and answer client questions, and your client sees each change.
What happens to my clients if I cancel?
They keep their home file and every document in it.
Who keeps the clients if I change brokerages?
If you buy your own seat, the clients you bring in stay yours, wherever you hang your license. If your team or brokerage provides KeptHaven, the clients stay with the team or brokerage.
My MLS or brokerage already gives me a homeowner app.
Those start empty. KeptHaven starts full, and it tells you who to call.
Open a sample. Then bring a real address.
The sample home file is open to anyone, no login: see it as the homeowner, then flip to the agent's side. Book fifteen minutes and we build one for a past client live on the call, with your name on it.
Running a team or brokerage? See how it works for teams
Homeowner? See how it works for homeowners
Source: National Association of REALTORS®, 2025 Profile of Home Buyers and Sellers (opens in a new tab) (transactions July 2024 to June 2025). 80% of sellers contacted only one agent. 18% of repeat buyers used an agent they had worked with before, so about 4 in 5 hired someone new. The median seller had owned their home for 11 years, an all-time high. 91% of buyers would use their agent again or recommend them, and 62% had already recommended their agent within a year of buying.