For agents
Your next listing is already in your past-client list.
Every closing is an opening. KeptHaven turns the closing docs and a few room photos into a home file with your name on it, then tells you every morning which past clients need you and what to say.
$98 a month after your first 3 clients. Free for your clients, always.
What you get
Every morning
Your client concierge
A warranty about to end, a homestead filing coming due, a roof year nobody answered. Your concierge ranks who needs a call today, with the reason on the row and a drafted note to send.
At closing
A file that arrives full
Load the closing packet and warranties, then photograph each room. KeptHaven reads them into records, warranties and a room-by-room inventory, so your client opens a home file that is already full.
About 20 minutes: 5 to load the documents, 15 of photos at the house.
Every time they open it
Your name on the door
Your name, photo and contact details on every home file you set up, on closing day and every time your client signs in after.
Instead of a gift basket
A closing gift they use
A $100 basket is forgotten by Friday. A home file gets opened for the next 11 years, with your face in the corner.
Before closing
From contract to keys
Give your client a closing plan they can follow on their phone: every inspection, appraisal and deadline, who is handling it, and a button to ask you. On closing day it turns into their home file.
Where you already work
Works with Follow Up Boss
New leads, client requests and reminders go straight into Follow Up Boss as notes and tasks, so you work them where you already work.
Do the walkthrough from your phone, on iPhone or Android.
The walkthrough fills their file. The file gives you the call.
The same home, from both sides. Your client sees a full file and a short list of what needs attention. You see every client home ranked by who needs a call, with the reason beside the name.
What your client sees
What you see
Contract to keys
Your client always knows what is next, and who to ask.
You or your coordinator build the closing plan in minutes. Your client follows it on their phone, reaches the right person in one tap, and on closing day the plan turns into their home file.
Their next step, on their phone
Their whole team, one tap away
Closing day, then the home file
Sample data, recorded from the demo
One seat, no team required
Your own home and your first 3 client home files are free. Then one seat is $98 a month for unlimited clients. Your clients never pay.
Your clients are yours. Buy your own seat and the clients you bring in stay with you, wherever you hang your license.
Buying for 5 or more agents? See team pricing
The math on one seat
$1,176 a year for a seat. $10,000 for one side of a $400,000 sale at 2.5%, before splits.
One past client who comes back pays for years of KeptHaven.
Example only. Use your own average price and commission.
Questions agents ask
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.
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.
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.
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.
What happens to my clients if I cancel?
They keep their home file and every document in it.
Bring a real address. We build the home file on the call.
Open the sample home file first, no login, and flip to the agent's side to see what you would see. Then book fifteen minutes with Steven and we build one for a past client, your name on it, the link in your hand before we hang up.