For agents, brokerages, lenders and accountants

Your clients made the biggest purchase of their lives. Most of them never check what it costs them.

Nimbus checks the bills that come with a home: the mortgage statement, escrow, property tax and insurance. It tells your clients what it found. You are the reason they have it, and you are still there when they are ready for the next move.
  • Your clients get Portfolio+ free, with no credit card
  • Tiers of 10, 25, and 60 client seats
  • Your clients own their account and their data

The relationship goes quiet after closing

Your client signs, gets the keys, and then hears very little. Over the next few years they start wondering whether their escrow is right, whether they still pay PMI, whether a refinance would pay, whether it is time to move. Those questions rarely come back to you, because nothing is keeping you in the conversation. So they go looking, and they find somebody else.
Nimbus keeps you in the conversation by being genuinely useful to your client, not by reminding them you exist.

What you get. What your clients get.

Partners pay. Clients benefit. You stay top of mind.

You get

  • Your own partner portalManage your seats and invite links in one place.
  • ZIP code intelligenceMarket data for the ZIP codes you work, ready before your next meeting.
  • Personalized invite linksProvision clients in seconds, track who signed up through which link.
  • Client rosterSee who has joined through your links and how many seats you have left.
  • Coming: local market posts in your nameLocal market data and ready-to-post analysis for your area, from public sources.

Your clients get

  • Full Portfolio+ accessFree through you.
  • Unlimited property trackingPrimary home, rentals, vacation homes, land, commercial, and more.
  • Documents that answer questionsThey store the closing disclosure, tax bill, and insurance policy, and Chene reads them, so they can just ask.
  • Personalized market intelligenceMonthly brief tied to their actual properties and ZIP codes.
  • A reason to call youEvery insight surfaces a next step.

How it works

Three steps. About 30 minutes total.
1

You sign up and get your partner portal

Create your account, set up your profile, and get access to your admin dashboard. Takes 5 minutes.
2

You invite your clients

Generate a personalized invite link and send it to past clients you stay in touch with. Homebuyers, sellers, investors, anyone. They sign up free. No credit card, no commitment on their end.
3

You stay their first call

Your clients come back to Nimbus to check on their home, through the account you gave them. When they are ready to sell, refinance, or buy another property, you are the agent they already know.

Pricing for individual agents

Pick a plan, sign up and pay by card. Annual, no per-client fees. Your clients never pay anything.

Solo Agent

For independent agents who want to stay in touch after closing.
$1,000/ year
10 client seats plus your admin seat
  • Up to 10 client seats
  • Client roster portal
  • Client hand-raises: clients press a button with your name, and you get an email
  • Personalized invite links

Team Lead

For team leaders who want every client served under one roof.
$4,800/ year
60 client seats plus your admin seat
  • Up to 60 client seats
  • Everything else is the same as Solo Agent

For brokerages and teams

Your agents compete on how useful they are between transactions. Most of them have no way to be useful once the keys change hands.
1

You license seats for your agents

Each agent gets their own portal and their own client roster. Seats are counted per agent, and you decide who gets one.
2

Your agents give Nimbus to their clients

Every agent gets a personalized invite link they can reuse up to their seat cap. Clients sign up free, with no credit card.
3

Clients keep using it for years after closing

It answers the questions people have about a home they already own: is my escrow right, am I still paying PMI, would a refinance pay.
4

The agent stays valuable in the quiet years

Clients come back to check on their home through the account their agent gave them. When a question turns into a move, the agent is the one they already know.
5

The next sale comes back to your team

An agent who is still in the conversation when a client is ready to move brings that sale back to your brokerage.
Seats for a group of agents are set up with you. Tell us how many agents you need to cover and we will work out the terms.

For lenders and loan officers

Keep your own borrowers up to date after closing. Nimbus checks their escrow and PMI on each mortgage statement, so you stay the lender they think of when a refinance makes sense. The plan covers your own borrowers.

For accountants and CPAs

Give your clients one place for the tax side of their home: 1098s, property tax bills and closing statements. Seats come in blocks of 10 for your own clients.

Book a 20-minute walkthrough

For a pilot, a brokerage, a lending team or an accounting firm. We will show you the partner portal and what your clients see. No slide deck. Ready to buy? Pick a plan.
0 / 2000
Prefer email? Reach us at hello@nimbusportfolio.com.