Case Study: McEnearney Associates strengthens agent adoption and brokerage productivity with Cloze

McEnearney Associates improves agent adoption with Cloze and a 1.1M-agent market in view

McEnearney Associates, an independent real estate brokerage in the Washington metro area, faced the challenge of providing its agents with a competitive edge in a crowded market. Their existing one-size-fits-all technology solutions were not meeting individual agent needs and were seeing low adoption rates. The brokerage turned to vendor Cloze to implement a smarter relationship management platform as part of a new best-of-breed technology strategy.

Cloze provided a deeply integrated CRM solution that used AI to automate client follow-ups and create daily agendas, ensuring no opportunities were missed. The partnership with Cloze, which included a phased rollout and proof of integrations, was key to the solution's success. McEnearney also hired an engagement advisor to drive adoption. As a result, agent adoption of the new technology stack increased significantly, and the firm gained a powerful recruiting tool, allowing them to better compete against larger rivals.

McEnearney Associates