A connected inbox
Keep client messages, introductions and home-related requests organized, with notification preferences you control.
You earned their trust.
Stay part of their home story.
Winning a client takes work. Staying connected after closing should feel natural.
Give every client a home maintenance plan tailored to their home, with timely reminders, your branding and your trusted local professionals. Be the name they see as they care for the place you helped them find.
Free for your clientsNo app to download
A better handoff at closing.
A connection built for what comes next.
in 30 seconds
A plan for their homePersonalized around its systems and features.
Your name, throughout the yearBranding alongside timely home-care reminders.
Your network, when it’s neededRecommended providers matched to the work.
HomePlanza for Professionals00:30 overview
The transaction ends.
The home story doesn’t.
You invest in conversations, showings, negotiations and getting the keys into the right hands. Then life moves into the home.
Filters need changing. Seasons turn. Projects begin. HomePlanza puts your brand and your trusted network alongside that experience, giving clients a reason to remember you beyond the sale.
See how it fits your businessGive them more than the keys.
Give them a place to start.
One connected experience for the home they own and the professional who helped them get there.
Dashboard illustrationA home that feels
more under control.
Your client accepts their plan and opens a free, private homeowner dashboard. Their maintenance, home information and projects have a place to live.
- A maintenance schedule shaped by their home’s systems and location
- Timely email reminders and optional weather-aware alerts
- Maintenance history, equipment, documents and My Projects
- Your professional card, with a direct path to reconnect
Maple Lane HomeHomeowner dashboard
A reason to reconnect.
A simple way to do it.
Your professional card is part of the homeowner dashboard. Clients can message you, introduce a friend, find your review links or start a conversation about their next move.
- Messages arrive in your professional inbox, with email notifications
- Referrals and requests are clearly labeled so you can follow up
- Review destinations stay under your control
- Client contact stays inside HomePlanza for tracking
The right introduction,
at the right moment.
A homeowner doesn’t need every service provider every day. When a relevant task comes up, your recommended professional can appear alongside it.
- Add the providers you trust, organized by service
- Recommendations appear in relevant reminders and home experiences
- Clients can browse your full trusted network from your card
- Update your saved recommendations from your dashboard
Your private recommendations remain separate from the public directory and paid advertising.
See the provider experienceMore ways to stay connected.
One professional workspace.
Manage the handoff, the conversations and the details that make your service feel personal. Without adding another daily follow-up routine.
Illustrative viewWelcome back, SarahYour client relationships,
+ Create client planYour client relationships,
in view.
ClientsInboxRecommendationsSettings
AM
Alex MorganMaple Lane Home
Plan acceptedAC
Avery ChenJuniper Court Home
Plan acceptedET
Emma TurnerCedar Grove Home
Invitation sentA conversation worth picking up.Alex requested a home value review.
Fictional clients and activity shown.
Illustrative viewYour conversations, organizedKeep the connection
+ New messageKeep the connection
going.
ClientsInboxRecommendationsSettings
All messagesIntroductionsProperty requests
AM
Alex MorganMaple Lane Home
Home value reviewAlex
Hi Sarah! We’re thinking about a few improvements. Could we talk about what our home might be worth?
Sarah
Absolutely, Alex. Happy to walk through it with you. What have you been considering?
Sent through HomePlanzaFictional conversation. Client messages stay in your inbox.
Illustrative viewYour network, ready to recommendThe people you trust.
+ Add a providerThe people you trust.
Easy to find.
ClientsInboxRecommendationsSettings
Find a service or recommended provider
Heating & coolingClear Sky Heating & AirMorgan Wells · 303-555-0111
Saved ✓Sprinklers & irrigationFerncrest Landscape & IrrigationRiley Chen · 303-555-0114
Saved ✓Kitchen & home projectsHaven Craft RenovationsCameron Lee · 303-555-0120
Saved ✓Your recommendations can appear alongside relevant home-care reminders.
Fictional businesses from the demo provider library.
Illustrative viewJuniper & Key Realty TeamOne team.
+ Invite memberOne team.
A thoughtful handoff.
ClientsInboxTeamSettings
53Total team credits
21Allocated to members
27Available to allocate
Sarah BennettTeam owner
ActiveMB
Maya BrooksReal estate agent
ActiveDK
Daniel KimReal estate agent
ActiveET
Elena TorresReal estate agent
ActiveFictional team. Five credits are reserved for invitations.
A personal home anniversary
Add a closing date and your own message for an anniversary email that celebrates another year in their home.
A more thoughtful handoff
Share home documents and suggest projects or reminders. Clients choose whether to accept your project and reminder suggestions.
Built for agents and teams
Use an individual account, or bring your team together with shared provider recommendations and plan-credit allocation.
Privacy stays personal
Track invitations and shared interactions. Your client’s privately added documents and home records stay private.
Let the home create the reason to stay in touch.
You bring the relationship. HomePlanza gives it room to continue.
Start with a home.
Build on a relationship.
Make a great handoff
part of your process.
- 1
Make it yours.
Add your photo, business details, review links and preferred providers. You can leave any service blank and return to it later.
- 2
Build a plan for their home.
Answer a simple questionnaire about the property. Include relevant documents, projects or reminder suggestions.
- 3
Let the connection continue.
Your client accepts their invitation. Their plan, reminders and homeowner dashboard carry the experience forward.
Prefer to take a look around?
Explore the individual, team and client dashboards at your own pace. The demos are read-only, with fictional profiles and sample homes.
A small part of your closing.
A lasting part of theirs.
Five plans to choose from, starting at $18/mo.
Choose capacity to match the number of new client plans you create.
CORE · MONTHLY
$18/month
1 new client-plan credit each month.
Additional a-la-carte plans are $15 each.
Save $36 · Get all 12 credits immediately.
Start my plan
You’ll confirm your plan and billing cycle during account setup, then continue to secure Stripe checkout.
Talk it through in a demoOne credit per new client/home plan. Ongoing reminders and edits don’t use more credits.
All plans include the professional tools. The homeowner experience stays free.
How plan credits work
Subscription credits roll over within your Credit Year and expire at its annual boundary. Your Credit Year starts with your first subscription payment and renews each year. Annual plans deposit all 12 months of credits up front. Additional a-la-carte credits have their own 12-month expiry.
Need more capacity than Premier?
Talk with a HomePlanza representative about your team, brokerage or larger client base.
A few things
you may be wondering.
Get a closer look in a personal demo, or explore the full professional FAQ.
Let’s talkWhat will we cover in the demo?
A relaxed video chat, about 20 minutes. We’ll walk through the professional and homeowner dashboards, branded reminders, provider recommendations and the client handoff. Bring questions about your own workflow or your team. Submit the form and we’ll contact you to arrange a time.
Can I get started without a demo?
Yes. Choose “Start my plan” to create your professional account, complete your profile, select your plan and continue to secure Stripe checkout. Password sign-in with secure recovery keeps account access straightforward. Already registered? Log in to my account.
What does my client receive, and what does it cost them?
Your client receives an invitation to accept a personalized home maintenance plan. Their plan, email reminders, optional weather-aware home alerts and private homeowner dashboard are free. They can manage maintenance, projects, equipment and documents, and reach you through your professional card. There is no app to download.
How does my branding appear?
Your professional card carries your photo, name and business information into the homeowner experience and eligible client emails. The Contact button leads clients into their dashboard to message you. In the dashboard, your card also connects clients to your trusted providers, review links, introductions and home-related requests. Preview your card while setting up your profile.
Do I need to add a provider for every service?
No. Start with the professionals you already recommend. You can leave any service blank and return to it later. Add providers manually or search for their business information. Your recommendations remain separate from the public directory and paid advertising.
Can I see everything inside my client’s dashboard?
No. You can track the plan invitation, shared conversations and the status of your project or reminder suggestions. You can manage documents you provided. Privately added homeowner documents, projects and home records are not opened up to the professional.
Does this work for a team or brokerage?
Yes. Team accounts let an owner invite members, share provider recommendations and allocate available plan credits. Each member can use their own professional profile. Request a team demo to walk through the structure and capacity that fit your office.
What if I need to change or cancel my subscription?
Manage billing through the Stripe portal in your professional dashboard. Accepted homeowner plans and homeowner services continue operating when paid access ends. See the subscription FAQ for credit expiry, plan changes and cancellation details.
Be remembered for
what comes after the keys.
See how HomePlanza can become a thoughtful part of your closing process and a lasting part of your client experience.
A personal video conversation. About 20 minutes.