Givingli Pro
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Gifting that drives referrals

Client gifting that drives referrals

Closing gifts, referral thank-yous, and home anniversaries, automated. Strengthen the relationship and drive your next deal.

  • 2.7xMore referral business
  • 94%Client memorability lift
  • 0Shipping addresses chased
  • 100%Tied to the agent and deal

Why traditional closing gifts miss the mark

  • Generic gifts forget the client

    A bottle of wine and a card looks the same on every closing. Recipient choice means the gift actually matches the buyer or seller.

  • Mailed gifts kill the moment

    By the time a physical gift lands, the client has moved in and the moment has passed. Digital delivery happens the day the deal closes.

  • Referrals go untracked

    There is no way to tie repeat clients and referral deals back to the gifts that earned them. Givingli Pro maps every send to the agent and the next transaction.

How it works

From closing day to next referral in three steps.

  1. 01

    Connect your CRM

    Plug Givingli Pro into Follow Up Boss, kvCORE, or your brokerage CRM. Closings, anniversaries, and referrals all flow in.

  2. 02

    Pick the moment

    Define the gifts that fire on closing, anniversaries, and referrals. Each agent can layer in personal sends inside their budget.

  3. 03

    Track referrals back

    Every gift maps to the agent and the deal. When a referral lands, the platform attributes it to the original gifting moment.

Why brokerages choose Givingli Pro

  • Closing automation

    Every closed deal triggers a personalized gift the same day, without an admin chasing a coordinator.

  • Choice-based gifting

    Clients pick from 400+ brands so the gift fits their lifestyle, not your inventory.

  • Instant digital delivery

    Skip the shipping address, the dropped package, and the post-close awkwardness.

  • Referral attribution

    See which agents and gifts drove the most repeat business and referrals.

How modern brokerages are turning closing gifts into pipeline

The closing gift used to be an afterthought — a candle, a bottle of wine, a card. In a referral-driven business, that kind of generic gesture leaves money on the table. Top-producing agents have shifted toward gifts that match each client and arrive while the buyer is still moving boxes, not weeks later.

Givingli Pro plugs into the brokerage CRM so the gift fires on the day a deal hits closed. The client picks something they actually want, the agent gets a real-time notification when it's redeemed, and a follow-up text is the natural next step.

2.7xMore referral business per agent on Givingli Pro

The compounding effect comes from anniversaries and referral thank-yous. A small gift on the one-year mark of moving in is a referral conversation, not a candle. A thank-you for sending a friend earns the next one. Each gift is logged against the agent who triggered it, so brokerage leadership can see who is running the playbook well and who needs coaching.

Because every send is digital, there are no shipping costs, no wrong-address mishaps, and no post-close coordination. The brokerage focuses on the next listing while Givingli Pro keeps the relationship warm in the background.

Ready to drive more referrals?

See how brokerages and agents use Givingli Pro to keep clients close.

Frequently asked questions

  • Does Givingli Pro integrate with my brokerage CRM?

    Yes. Givingli Pro connects to Follow Up Boss, kvCORE, Compass tools, BoomTown, and any platform with an open API or webhook. Closings, anniversaries, and referrals all flow in.

  • Can each agent run their own gifting program?

    Agents have personal sending budgets and can run individual programs inside the brokerage's policy. Reporting still rolls up brokerage-wide.

  • How does referral attribution work?

    Every gift is logged against the agent and the contact. When a referred contact closes a deal, the platform shows the original gifting moment that warmed the relationship.

  • Are there gifts appropriate for high-end clients?

    Yes. The gift catalog includes 400+ premium brands and experiences, and you can set per-tier budgets so luxury closings receive luxury gifts.

  • Can a brokerage cap individual agent budgets?

    Brokerage admins set monthly per-agent budgets, plus per-deal caps for closings and anniversaries. Agents can't exceed their lane without an approval flow.

Ready to drive more referrals?

See how brokerages and agents use Givingli Pro to keep clients close.