brokerbee - your client relationship engine

Most Closing Gifts get Forgotten in a week. This One Works for 36 Months

No apps. No tech. We do the work, you get the credit.

SEE BROKERBEE IN ACTION

GET STARTED NOW

Trusted by real estate professionals from

88%

of clients say they'd

use their agent again

12%

actually do — because

agents stop showing up

76%

of agent business comes

from referrals & repeat clients

$0

extra work for you —

Barry handles everything

THE SOLUTION

Introducing Barry.

Your Client's Personal Concierge.

Barry handles every client request 24/7 from restaurant recommendations to trusted contractors - while you stay top of mind as their agent.

No extra effort. Just results.

Your brand. Always on.
Clients text or call their personal concierge-powered by you, fulfilled by BrokerBee's live team

Zero extra work for you.
Our live human team handles fulfillment behind the scenes so you can focus on closing deals.

No tech background needed.
Barry handles everything behind the scenes — automating your post-close touchpoints, vendor referrals, and client follow-ups without you writing a single line of code or logging into a dashboard.

Click the chat widget on the lower, right side of the page to try Barry,

Turn past clients into predictable referrals... effortlessly.

Your personal AI Concierge + automated follow-up keeps you top of mind 24/7.

3 HRS Handyman service

🎁

🏠

🛠

↻

Meet the

Ultimate Closing Gift.

Three hours of vetted local handyman service — branded as YOUR gift, delivered when your client actually needs it.

A Welcome Home Package and VIP Card delivered after move-in

Priority access to BrokerBee's vetted vendor network for ongoing needs

An annual Home Improvement Assessment

Direct access to Barry, our AI concierge

36 months of branded touchpoints with YOUR name on them

THE 4 UNIQUES

Why BrokerBee Wins.

The Ultimate Closing Gift

A tangible, branded, premium experience — not another SaaS promise.

36 Months of Branded Touchpoints

Retention infrastructure built in, not something you have to build.

Concierge-Run, Vendor-Vetted

Every touchpoint coordinated by hybrid AI + human concierge, working only with curated, invite-only local vendors through your personalized Agent Concierge Page.

✓

Guaranteed, Insured, Warranty-Backed

Every service delivered by licensed, insured vendors with explicit work warranty. Risk removed at every level.

VIP CONCIERGE CARDS

One Order. Membership Included. The Math Works Itself.

Year 1 BrokerBee Membership is included free with any order — your Agent Concierge Page, AI concierge access for your clients, branded asset library, and full platform access activate the moment you order.

Most agents spend $300–$500 on closing gifts they forget by Tuesday. BrokerBee Agents send a gift that builds their business — at the same or lower cost.

UCG Pricing Comparison Table

Single UCG

5-Pack

10-Pack

Total Price

$395

$1,750

$2,950

Per UCG

$395

$350

$295

Savings per UCG

—

$45

$100

Total Savings

—

$225

$1,000

WHY BROKERBEE IS DIFFERENT

No Apps. No Data Selling.No Competing Brand.

What other "tools" do

Market or sell your client data

Require clients to download another app

Put their brand front and center

Make you do the follow-up work

What BrokerBee does

Their info stays private and protected

A quick text or call — no new logins

100% your brand, your name, your credit

Real help fulfilled by our live team

BrokerBee is a concierge your clients can text or call — fully white-labeled with your name,

your branding, your people. Because it's your relationship.

One Platform. Multiple Ways to Win.

Every plan includes the full BrokerBee suite — AI Concierge, Live Team, and Revenue Tools.

No Tech AI

Barry AI handles every client request 24/7 — no login, no app, no hassle. Your clients can text, call, or chat and get help instantly. Real people back every interaction behind the scenes. You get the credit, the relationship, and the referral.

Every Client Stays Connected to You

Closing day isn't the end of the relationship — it's the beginning. BrokerBee keeps your past clients engaged between transactions through personalized touchpoints, so the connection never goes cold and you're always the first person they think of.

Tools to Stay Top of Mind

A branded, shareable concierge page. VIP physical cards your clients keep. Scripts and templates to build awareness fast. Everything you need to make your name impossible to forget.

Your clients close. Then they disappear.

Beyond referrals, BrokerBee opens up income streams most agents don't even know exist.

You stay top of mind — automatically

Your Home Concierge reaches out to your past clients on your behalf with personalized touchpoints year-round. No manual follow-up. No forgetting. Your name is always the one they remember when someone asks for an agent.

Your database works for you — not the other way around

Most agents sit on a goldmine and never touch it. BrokerBee turns your past clients into an active referral engine — prompting them at the right moment so your next deal comes from someone who already trusts you.

Your clients come back — and bring others

The agent who stays in touch after closing is the agent who gets the next deal. BrokerBee makes that consistency effortless — so repeat business and word-of-mouth referrals happen naturally, not by chance.

You look like the only agent who actually stayed

While every other agent disappears after the closing table, you show up with a branded concierge experience — a real resource your clients bookmark and use. That's not a follow-up email. That's a relationship.

Choose Your Plan

Both plans include everything above. Choose based on how you want to grow.

CORE PLAN

For the individual agent ready to turn past

client into a referral and and revenu machine.

$199/mo

For your personal brand

Most agents recover their investment with a single refferal

Includes:

• 1 Branded Agent Concierge Page

• Bonus Page for Assistant or Partner

• Full Local AI Concierge Coverage

• Up to 10 Preferred Vendor Slots

• VIP Concierge Cards to Give Clients

• Live Concierge Team Fulfilling Every Request

Best for teams

SIGNATURE PLAN

For teams who want to expand their reach with

attraction & retention of clients & agents.

$399/mo

For your team brand

One referral closed from a past client pays for this for months.

Includes:

• Everything in Core, plus:

• Message aligned to your team brand

• 1 Team Concierge Page

• Up to 12 Custom Agent Pages

• Expanded Tracking & Request Monitoring

• Advanced AI Customization

30-Day Money Back Guarantee

Try BrokerBee completely risk free. If your clients aren’t using it and you’re not seeing the value, we’ll refund every dollar. No questions asked, no hassle, no hard feelings.

Risk-free for 30 days. No strings. Just results.

Your Database Is Sitting

on Referrals Right Now.

Let’s go get them. Start BrokerBee today and turn your past clients

into your most powerful revenue engine. use their agent again

Not Ready to Start Today?

See Barry in action first — it takes three minutes.

Loved by Real Estate Professionals

Loved by

Real Estate Professionals

I hadn't heard from half my database in two years.

BrokerBee re-engaged them in the first 30 days — and

I closed a referral in week six."

PETER - COMPASS AGENT

VENDOR SATISFACTION

INCREASE IN REFERRALS

TOUCH FREQUENCY

0mos

AVERAGE TO FIRST REFERRAL

VENDOR SATISFACTION

INCREASE IN REFERRALS

0mos

AVERAGE TO FIRST REFERRAL

TOUCH FREQUENCY

Unlock More Repeat Business

With BrokerBee

Unlock More Repeat BusinessWith BrokerBee

Join the hive of real estate professionals who are turning every transaction into a lasting relationship. Experience the BrokerBee difference—effortless follow-up, exclusive perks, and a system that helps you stay top-of-mind without the stress.

Risk-free for 60 days. No strings. Just results.

GET STARTED TODAY

Frequently Asked Questions (FAQs)

What exactly does BrokerBee provide to help UCG agents retain clients after the sale?

BrokerBee provides UCG agents with a personalized, high-touch concierge service that keeps you top-of-mind with your clients long after the sale. Through ongoing communications and exclusive VIP perks, BrokerBee engages your clients with tailored support, vendor recommendations, and home-related services that meet their evolving needs. Working hand in hand with UCG, we help your clients feel valued and appreciated, creating a memorable experience that encourages them to return to you for future transactions and confidently refer you to friends and family.

How long does BrokerBee stay engaged with my clients?

For UCG agents, BrokerBee delivers a structured 36-month touchpoint program for every client. Thirty-five months maps to the typical homeownership and repeat-purchase cycle, so your clients hear from a real person on your behalf at meaningful intervals across nearly three full years — right up to the window when most homeowners begin thinking about their next move. Each touchpoint is timed and designed to reinforce your relationship and keep you positioned as their trusted UCG agent when they are ready to transact again.

Can I customize the messages and services BrokerBee provides to my clients?

Yes. We work with UCG agents, teams, and brokers to ensure the messaging reflects your brand alongside the UCG brand and your client relationships. You’ll have the opportunity to add personalized messages or requests that align with your clients’ needs. Our concierge team integrates your input to create a seamless and customized experience that supports you, UCG, and your reputation.

Who are the vendors that you recommend? Can you recommend my preferred vendors?

Absolutely — we recommend your vendors and UCG’s preferred partners first and foremost. We just need to know who they are, and that information is collected as we get your account up and running in our easy onboarding process. If we don’t have a preferred vendor of yours for an incoming request, we’ll recommend one of our thousands of vetted local partners.

How do you handle communications with my clients, and how often will they hear from BrokerBee?

Once a request is made by your client, BrokerBee communicates through the client’s preferred method — text or email — to deliver high-value touchpoints as their request is fulfilled by our team member. On top of request-driven contact, your clients receive proactive outreach as part of the 36-month touchpoint program. Each interaction is designed to reinforce your ongoing value as their UCG agent and create memorable experiences with your brand.

How does BrokerBee’s service differ from other solutions?

BrokerBee stands out by offering a proactive, people-driven approach to client retention, combining world-class concierge services with a personal touch. Unlike automated or AI-only solutions, BrokerBee provides each client with personalized support through real people who engage, assist, and build lasting relationships on your behalf. Our exclusive VIP perks, trusted vendor partnerships, the 36-month touchpoint program, and hands-on approach ensure your clients receive a truly memorable experience — positioning you and UCG as the go-to team they remember and trust for years to come.

What if I change my mind and decide to cancel or change my BrokerBee plan?

We offer flexible options for adjusting your plan as your needs evolve. If you need to scale up or down, you can contact our support team to discuss the best options. Should you need to cancel, we’re here to help make the transition smooth and ensure you and your clients continue to receive top-notch support until your service period ends. There are no contracts, and you can cancel at any time.

What types of VIP offers and vendor partnerships are available in my area?

BrokerBee tailors its VIP offerings to each community, providing clients with access to special discounts, exclusive events, and perks from local businesses. These partnerships are created based on UCG agent recommendations and BrokerBee’s own network of vetted home-service providers, including handymen, plumbers, designers, and more.

What is included in BrokerBee’s service tiers, and how do I choose the right one?

BrokerBee’s service tiers for UCG are based on the number of agents requiring the service, which includes personalized concierge pages. At this time, service requests are unlimited each month and the full 35-month touchpoint program is included. Each tier provides a unique level of support and customization, so you can select the level that best fits your business scale and client-engagement goals.

Is there an additional cost for custom or out-of-scope requests?

Standard concierge requests are included in your UCG plan at no extra charge. For specialized, project-based, or out-of-scope work that goes beyond a standard concierge request, BrokerBee offers hands-on support at an additional hourly rate of $55/hour. We’ll always confirm scope and the estimated hours with you before any billable work begins, so there are never surprises.

What results can I expect in terms of client retention, repeat business, and referrals?

With BrokerBee, UCG agents can expect increased client retention and loyalty, leading to more repeat business and valuable referrals. The 36-month touchpoint program ensures your clients continue to feel connected to you well beyond the initial sale, positioning you as their trusted real estate advisor. Our approach is designed to produce measurable gains in retention rates and referral business.

How do I get started with BrokerBee, and what’s the onboarding process like?

Getting started is easy. Once you sign up, you’ll begin a quick onboarding process to upload your information. Our team will help set up your personalized concierge page, gather your preferred vendor list, align everything with the UCG brand, and prepare your 36-month touchpoint schedule for a smooth client experience. We finalize the details and get you up and running in 3 business days or less. Our support team is here to make your onboarding seamless and stress-free.

How does BrokerBee help team owners and UCG leadership retain client relationships over time?

BrokerBee reinforces the UCG and team brand in addition to individual agents, making sure clients remember the team and brokerage as well. By continually highlighting the team as the main point of contact across the 36-month touchpoint program, BrokerBee helps secure the team’s connection with clients. This focus protects the future relationship with each client — vital for team owners and brokers who have invested time and resources in generating these clients.

Can my vendors share in the cost of BrokerBee?

Absolutely. We can bill your vendors directly if you prefer, and they can be featured on your personalized concierge page with their logo and contact information.