Stay close to your past clients and the referral partners who send you business.
StayClose tells you who to reach out to today, remembers the details that matter, and makes every touch count. Built for loan officers and realtors. Your book stays private to your login.
For loan officers
The desk for loan officers who live on referrals.
Your realtors, your Arive loans, and the next person to call, all in one place.
Realtor relationship scorecards
A card for every agent: family, how you met, what they care about, and the details you want before the next call.
Who is due for a touch
Your dashboard shows which realtors are past their touch goal, so you know who to call today.
Touch logging in a tap
Log a call, text, or coffee in seconds. Every touch builds the relationship history.
Handwrytten cards
Send real handwritten notes through Handwrytten, right from a realtor's page.
In the News
Daily headlines based on each realtor's interests: teams, hobbies, college, and favorite vacation spots.
Arive integration
New Arive applications land on your dashboard until you attach the buyer's agent. Track referrals and commission by loan.
RETR links
Save each agent's RETR link and open it from their page.
AI assistant connection
Connect Grok, Claude, or ChatGPT to log touches and update contacts by just telling it what happened.
For realtors
Your past clients, never forgotten.
Past clients are your best source of repeat and referral business. StayClose keeps them close.
Your past clients in one place
A clean list of everyone you closed, with notes, family details, and how to reach them.
CSV and .vcf import
Bring your book over from a spreadsheet or your phone's contacts in a few clicks.
A Today view
Due and overdue touches, follow-ups, birthdays, and home anniversaries in the next 14 days.
Touch logging
Log every call and text so you always know when you last talked.
Birthdays and home anniversaries
See the dates that matter grouped by month, so no closing anniversary slips by.
Coming soon
- Handwrytten cards for agents
- In the News for past clients
- Google Contacts import
- AI drafted check-ins