Cleo Homes

Cleo is your all-in-one homeownership companion — guiding you from a dream to a legacy, with your trusted real estate and mortgage advisor right beside you. Whether you're preparing to buy your first home or caring for one you've loved for years, Cleo keeps everything about your home in one calm, beautiful place. PLAN YOUR PATH • A personalized homeownership game plan and roadmap • A readiness score that shows where you stand — and what's next • Mortgage readiness, home search, and offer-to-closing guidance CARE FOR YOUR HOME • A maintenance plan tailored to your home's features (pool, sprinklers, fireplace, and more) with seasonal reminders • A secure document vault for your records, manuals, and warranties • Appliances, projects, and trusted vendors — all organized GROW YOUR EQUITY • Track your home's value and equity over time • Money Radar surfaces when you may be able to drop PMI or refinance and save STAY CONNECTED TO YOUR ADVISOR • Watch your advisor's monthly video updates • Get timely notes and market updates • Auto-fill your property details from public records — just enter the address PRESERVE YOUR STORY • Capture memories and milestones in your home • Build a legacy vault to pass the story forward Cleo works in English and Spanish. Your data is yours — view, edit, or permanently delete your account anytime. Cleo is provided through participating advisors. Sign in with the invite link your advisor shares with you.