What exactly does Mosaik do?

At a high level, Mosaik is a Client Experience Platform (CEP) for real estate agents, teams, and brokerages and the infrastructure to power your own digital ecosystem for clients. 

It activates when a lead becomes a client, providing the digital infrastructure to manage the entire client journey, whether that means guiding someone through a purchase, managing a listing, or supporting them as a homeowner after closing.

More specifically, Mosaik provides the following: 

Client Retention
Mosaik helps agents maintain long-term relationships by giving every client a personalized digital portal. The portal includes homeowner tools such as value tracking, insurance renewal reminders, maintenance prompts, and market updates. Automated, value-driven email campaigns keep clients informed and engaged, helping agents stay visible, relevant, and trusted throughout the full cycle of homeownership.

Transaction Management
Mosaik’s transaction suite combines productivity and collaboration in one system. Agents and teams can manage transactions, listings, and business projects in a single workspace with tools for task management, templates, automations, e-signatures, file storage, and communication tracking. Clients and third parties, such as lenders and title partners, can be invited to collaborate within a shared workspace that provides a modern client experience while still maintaining privacy for your internal workflows.

Property Analysis
For clients who are actively buying, Mosaik provides tools that help agents evaluate how each property aligns with a buyer’s needs, goals, and lifestyle. The analysis engine weighs must-haves and preferences, applies data from multiple sources, and produces a personalized property analysis agents and clients can use to evaluate options and make informed decisions together. (Property Analysis is available in select markets.)

Each component can be used on its own or together as part of one connected system designed to support every stage of the client relationship.

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Why do I need a Client Experience Platform?

Most real estate technology is built around leads, not clients.

CRMs, marketing tools, and ad platforms focus on generating new business, while the tools agents use to serve existing clients are often fragmented and disconnected. The result is a broken client experience, with industry data consistently showing that many “past clients” end up working with a different agent on their next transaction.

Yet, the greatest source of growth for most agents is repeat and referral business, which can be earned and secured through exceptional client experiences.

A Client Experience Platform (CEP) bridges that gap. It unifies the tools you use to support clients throughout the buying, selling, and homeownership journeys into one seamless, collaborative platform that helps you deliver a better client experience, stay top of mind after closing, and turn every relationship into long-term business growth.

Is Mosaik a CRM? How does it fit into my tech stack?

Mosaik is not a CRM. Most CRMs are built for lead generation and conversion. Mosaik is a Client Experience Platform (CEP). A CEP begins where a CRM’s strengths end — when a lead becomes a client.

Most Mosaik users:

  • Keep their CRM for lead management.

  • Use Mosaik as their Client Experience Platform (CEP) to manage clients and operations.

  • Simplify the rest of their tech stack, typically replacing the following with Mosaik:

    • Client-facing search tools

    • Transaction management, project management, and task systems

    • E-signature platforms

    • Analytics dashboards

    • Client-facing campaigns and newsletters

    • Manual or email-driven processes for staying in touch post-closing

How easy is it to start using Mosaik?

Mosaik is ready to use with built-in templates and configuration options that make setup simple. Most agents are up and running within a few days.

While all modules are designed to work together, you can phase in features at your own pace. 

Property search and analysis capabilities are subject to MLS processes and approval timelines.

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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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How does Mosaik help me stand out in my market?

Modern consumers expect digital convenience, transparency, and expertise in an increasingly complex market.

Mosaik helps you stand apart by giving you the infrastructure to deliver an elevated digital experience that showcases your expertise. Every feature in Mosaik reinforces your role as the trusted advisor throughout the full cycle of homeownership by providing:

  • Modern tools for digital transparency and collaboration that make every interaction feel organized, professional, and effortless for your clients.

  • Decision intelligence features that help you demonstrate expertise and guide clients toward informed, confident decisions.

  • Post-closing engagement and homeowner tools that keep you connected and delivering personalized value long after closing.

In a market where many agents focus only on the deal, Mosaik empowers you to deliver an ongoing, digitally-driven client experience that reinforces your value before, during, and after every transaction. Doing so helps you stand out from the competition in buyer consultations and listing presentations, while also helping you stay meaningfully connected post-closing so opportunities for repeat and referral business are never lost.

With limited subscriptions in each market, Mosaik isn’t just another box every agent can check. It’s a competitive advantage for agents who set the standard.

There's no such thing as a
past client.

Clients are either actively transacting with you,
referring you to others, or...  they’re someone else’s leads.
Mosaik is the Client Experience Platform
that helps you be the agent clients never forget.
SHOW ME HOW

One platform to manage, impress, and
retain every client.

Retain clients, drive referrals, and turn every homeowner into an ongoing relationship with automated, value-driven updates and a personalized homeowner portal that keeps you top of mind long after closing.
Manage every deal with precision using a full transaction management suite that keeps you efficient and delivers a modern, collaborative experience for your clients.
Redefine search as strategy.
Empower buyers to make confident decisions with collaborative
property analysis that showcases your expertise.

CRMs are for leads.
Mosaik is for clients.

Owning a home has never been more complex. Between rising costs, constant decisions, and shifting markets, clients need trusted guidance every step of the way and well beyond closing.

The problem? CRMs are built to convert leads, not to cultivate loyalty. They help agents chase what’s next instead of staying connected to what already matters most. How a lead should be managed is inherently different from how a client expects to be served.

The agents who deliver an impressive experience while working together, and consistently show up after closing, don’t just earn more referrals. They own relationships.

As a Client Experience Platform, Mosaik makes that possible.
It unifies each stage of the client journey — from buyer to seller to homeowner — into one seamless, collaborative digital experience, helping agents stay engaged, consistent, and top
of mind through every stage of the homeownership journey.

The result? When clients think of their home, they think of you, not the next agent in line.

That’s how expertise becomes advantage,
loyalty turns into growth,
and clients stay yours for life.

Built for those who
set the standard.

Mosaik is for agents who lead with expertise, deliver at a higher standard, and never lose sight of the client trust at the heart of every transaction.

Our Client Experience Platform empowers them with a digital experience
that matches the quality of their service and keeps clients connected for life.

To preserve that distinction, we limit subscriptions in each market,
ensuring Mosaik remains a true differentiator for agents who operate
as trusted advisors.

Before you ask...
here's what you may want to know.

Ready to deliver an extraordinary
client experience?

LET'S GET STARTED