Case Study: Baird & Warner achieves 70%+ mortgage capture rates with Cloze

Baird & Warner increases mortgage capture rates to 70+% with Cloze

Baird & Warner, a Chicago-based real estate brokerage, sought to increase profitability and improve the client experience to compete with larger national firms. They turned to the vendor Cloze and its integrated AI Real Estate Platform to address challenges with cross-departmental collaboration and low capture rates for their mortgage and title services.

By implementing the Cloze Platform, including Cloze CRM, Cloze Leads, and Cloze Marketing, the company created a seamless process for lead management and client engagement. This solution enabled a warm handoff between departments and provided agents with automated tools. As a result, Cloze helped Baird & Warner dramatically increase its mortgage capture rate from single digits to over 70% and boosted individual agent production by 36%.

Baird & Warner

Dean Rouso

Senior Vice President of Strategic Innovation