What is a client experience platform?

While lead generation tools and CRMs help you find potential clients, a Client Experience Platform (CEP) is all about what happens next. 

CEPs are designed to help you consistently deliver exceptional service from the moment a lead becomes a client. A CEP provides interactive, personalized engagement for your clients and operational support for you throughout the client lifecycle - from search to transaction management to long-term client retention. It’s a tool that empowers you to provide a smooth, professional, and personalized experience that impresses clients, gets them to the closing table, and keeps them coming back by way of repeat and referral business.

How can Mosaik help me grow my business?

Mosaik can help you:

Close more deals

Mosaik gives you the operational tools to streamline and scale property analysis for buyers, listing management for sellers, and contract to close processes so you can get more deals to the closing table. The platform is also designed to help you showcase your expertise and value to clients, further empowering you to command a premium on compensation. 

Generate more referrals and repeat business

Mosaik helps you deliver a flawless client experience while you’re actively working with a client and helps you stay in touch in meaningful, personalized ways after closing so you’re always top of mind when opportunities for repeat and referral business arise. Mosaik also leverages behavioral analytics and pattern recognition to help you stay in front of potential opportunities. 

Reduce your costs 

Mosaik’s streamlined platform and automation capabilities allow you to do more with less.

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How easy is it to set up? What kind of support do you offer?

You can get started with Mosaik pretty quickly. Time frames on setting up property search functionality can vary by MLS, but the Mosaik activation team will handle all of the heavy-lifting for you as it relates to the MLS integration and keep you posted every step of the way. There are other feature sets you can get started with right away and in parallel (such as transaction management). 

As part of the activation process, we also offer white-glove support to help you customize your account to support the unique needs of your business (such as your templates, vendor list, etc.). 

In other words, we understand that introducing a new system into your business can feel like a big undertaking (especially with everything else on your plate) and we strongly believe that your technology (and technology partners) should make your life easier. Accordingly, we tailor our activation process to get you up and running in a way that requires minimal lift from your end. We also offer both on-demand and live training as you get comfortable with the platform. 

After the initial activation, you will have lifetime access to optimization support if you ever need to tweak your templates, optimize your workflows, etc. and technical support if you ever run into any questions or concerns.

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Is Mosaik a CRM?

Mosaik is not a CRM. Most real estate CRMs are focused on lead generation and/or lead conversion. Mosaik kicks in when a lead becomes a client and helps ensure every client makes it to the closing table. Then, when the transaction closes, instead of routing back to your CRM and letting “past clients” become leads again, they stay lifelong clients in Mosaik and are nurtured as such.

Most Mosaik users have a CRM and use Mosaik as their CEP (client experience platform), while greatly reducing the rest of their tech stack.

What apps can Mosaik replace for me?

Mosaik can typically replace:

  • Client-facing search applications
  • Transaction management systems
  • Project management systems 
  • Task management systems 
  • E-signature platforms 
  • Analytics platforms 
  • Drip campaigns, newsletters, or manual processes used to stay in touch with past clients
  • Several manual or email-driven processes 

Agents and teams that use Mosaik are usually able to replace between 3-6 applications in their tech stack. 

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Is Mosaik available in my market? What does it mean that subscriptions are "limited"?

Mosaik is generally available nationwide. If we aren’t already in your local market, we will work with you during the activation process to connect with your MLS and configure your account to any market-specific nuances. 

We also limit the number of subscriptions available in each market to:

  1. Enhance your competitive advantage. We want to help client-centric agents and teams capture more market share and deliver increased value to clients. 
  2. Contribute to your unique value proposition. By limiting access, we help ensure that Mosaik remains a differentiator for your business.
  3. Provide personalized support. This approach allows us to offer white-glove activation support, lifetime optimization assistance, and creative marketing resources.
  4. Act as a true partner. We aim to work closely with you, both during activation and on an ongoing basis, to maximize your success with the platform. 

To check availability in your market, please contact us at sales@mosaik.io

There's no such thing as a
"past client"

Be the agent clients never forget. Build a powerhouse of referrals and client loyalty.
SHOW ME HOW

A client experience
platform that builds
trust.
 loyalty.
 respect.
 value.
 referrals.
 trust.

Retain clients and generate referrals with personalized, value-driven email campaigns and an impactful client portal that keeps clients engaged long after closing
Manage buttoned-up listings and collaborative transactions that wow clients and make life easier for everyone
Reclaim the search experience and showcase your value to buyers with collaborative search & property analysis

CRMs are for leads.
Mosaik is for clients.

A “past client” is often a lost client. Year over year, industry data shows that clients aren’t referring or working with their agents again. In 2024, only 8% of sellers listed their home with an agent they previously worked with.

Why is that? Well, clients often live in CRMs. While CRMs are important in their own right, they are designed for converting leads. How leads should be managed is inherently different from how clients expect to be served.

Mosaik, as a client experience platform, gives you a powerful tool for leading, collaborating, and building trust with each client, from the very first search and every step of the way thereafter.

And, after close, Mosaik provides valuable and personalized ways to stay in touch and generate more referrals, all while showcasing your expertise and delighting your clients. Mosaik turns current and “past” clients into lifelong clients.

We work with solo agents at every production level and teams of all sizes.
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But we’re not for everyone.

Mosaik is designed for agents who:

are client-centric
focus on serving clients over chasing leads
act as trusted advisors - not just transactional agents
aim to turn every client into a lifelong source of referrals and repeat business

We’re here to help you redefine the client experience and stand out as an agent who inspires trust, earns loyalty, and always stays top of mind.

We also strategically limit the number of subscriptions in each market, ensuring Mosaik gives you a competitive edge and acts as a powerful differentiator in your unique value proposition.

Got questions?
We've got answers.

Less Leads. More Clients. Endless Referrals.

Ready to deliver an extraordinary client experience?

LET'S GET STARTED