For real estate agents

Give clients better tools, keep the relationship.

More contact, more insight into what is going on.

Partner access is invitation only. Tell us about your market and the investors you serve.

Client controlled

Invitation only

Built in Wichita

Stay useful between transactions.

HoldWise keeps the agent relationship close to the property after the first conversation. Investors can share the context where advice matters, then change that access whenever they choose.

Visibility begins with consent.

Each investor controls what an agent can see. Pipeline and portfolio context appears only when the client shares it, and access can be changed without a support request.

Requests arrive with the property attached.

Comp requests and second opinions stay connected to the address, analysis, and next decision. Agents can answer with the context the investor chose to provide.

Place off-market opportunities with care.

Agents can grant selected opportunities to the investors they fit. The opportunity reaches the intended client instead of becoming a broad public blast.

Agent View

See the work clients choose to share.

HoldWise keeps the relationship connected to the property while every investor stays in control of access.

A live look at Agent View is on its way

Agent View

Client-consented rosters, comp requests, off-market opportunities, and shared project visibility.

Verified listings

Listings verified by our team carry a visible verified badge.

Deal Rooms

Shared investment workflows for multi-investor groups and the people who support them.

Invitation trial

Investors invited by a partner receive 30 days of Premium access after signup.

What never changes.

The relationship belongs to the agent and investor. HoldWise supports the work without selling leads, taking referral fees, or overriding client consent.

No sold lead lists or cold outreach tools.
No referral fees or commission splits.
No access beyond what the investor chooses to share.

Best for teams

$199

per month, 4 seats included

Give the whole group one place to work.

Deal Room starts with four seats, a shared pipeline, agent collaboration, and organization branding.

8 seats: $299 per month
12 seats: $399 per month
Additional seat: $49 per month

Trust is the operating model.

Bring clients a platform they can grow into and stay connected to the work they invite you into.