BoldTrail vs Lofty vs Cloze

Trying to decide between BoldTrail, Lofty, or Cloze at eXp? I break down the real differences, who each CRM is best for, and how to quickly choose the right fit for your business.

🚨 REALTORS! Want more closings without more chaos?

Get instant access to my systems, community, and weekly mastermind built to help agents 2-3x production. Currently open here:
👉 https://tinyurl.com/herdacademy

🤔 Questions? DM me on IG ➡️   / tylerroicki  

Considering eXp Realty?
📈 If you’re ready to move forward, you’re welcome to name me as your sponsor and get full access to my systems, community, and weekly mastermind at no cost.

If you want to learn more about what partnering with me at eXp would look like for you, book a zero-pressure, fully confidential Zoom call:
👉 https://strategy.roicki.com/

My name’s Tyler Roicki. I help real estate agents generate more leads, close more deals, and build a business that supports a life they’re genuinely excited to live.

I’m a top 10 sponsor globally at eXp Realty out of 83,000+ agents. I lead The Herd, a fast-growing sales organization with 300+ agent partners across 30 states and 4 countries. In 2025 alone, our group helped over 1,100 buyers and sellers achieve their real estate goals.

My mission is simple: help 100 of my partners out-earn me. Maybe you’ll be next?

Sources:
Niche, Wikipedia, TravelTime, Census, NAR, TREC

Disclaimers:
Info provided is for entertainment purposes only.
Some links may be affiliate links. This does not cost you anything and helps support the channel.

0:00 eXp update: Choose your own CRM
0:58 The 3 options at eXp: BoldTrail, Lofty, Close
1:23 BoldTrail (KV Core): Pros/cons, key features, best fit
3:29 Lofty (Chime): Pros/cons, key features, best fit
4:39 Close: Relationship-first CRM — pros/cons, features, integrations
7:40 Self-assessment: 3 questions to pick your CRM
8:10 Recommendations by scenario
8:42 Transition notes: Migrating from BoldTrail
9:26 Bottom line summary: Which to choose
9:50 eXp toolkit & trainings
10:10 Considering joining eXp? How I can help you transition
11:40 Outro

#exprealty #crm