With your dotloop account connected to Cloze, you can easily track clients from their initial inquiry through to closing. You'll use Cloze to build and maintain the client relationship from lead to a transaction and beyond—when the transaction process starts, simply create a loop from Cloze to track all of the necessary documents and tasks in dotloop.
Cloze will sync people to dotloop, and pull in tasks and files from dotloop so you'll always have everything you need in both apps.
- Connect dotloop to Cloze
- Sync Cloze contacts to dotloop loops
- Create new loops from Cloze Properties (Listing)
- Sync Cloze Properties (Listings/Deals) with existing dotloop loops
- Sync dotloop loop tasks into Cloze
- Sync dotloop documents into Cloze
If you are on your iOS/Android device the More option will be in the lower right of your screen.
If you are on cloze.com then the More option will be in the lower left.
If you are on your iOS/Android device the More option will be in the lower right of your screen.
From settings tap on Connected Accounts, then the “Add” button. Once you see the different types of accounts to add tap on Real Estate.
From the list of Real Estate Services tap on Dotloop.
If you are not signed into dotloop then you will first be prompted to sign in then authorize Cloze.
Sync Cloze contacts to dotloop loops
Contacts and their contact information are automatically synced from the Cloze Property to the dotloop loop.
Tap on Change to add a buyer or seller to the property. Any additional contacts added will automatically sync to the loop.
Search and add the additional contacts.
The contact is automatically added to the loop.
Create new loops from Cloze Properties (Listing)
When the transaction process starts, you can simply create a loop from Cloze to track all of the necessary documents and tasks in dotloop.
Cloze will sync people to dotloop, and pull in tasks and files from dotloop into Cloze.
- Property (Transaction): Cloze ➔ dotloop loop
- Contacts: Cloze ➔ dotloop People section
- Documents: dotloop ➔ Cloze Files section
Tasks: dotloop ➔ Cloze To Do section
Tap on the More Options icon and then select Send to dotloop.
Tap on the More Options icon and then select Send to dotloop.
Contacts and their contact information are automatically synced from the Cloze property to the dotloop loop.
Documents added in dotloop are automatically synced to Cloze and are displayed in the Files section of the transaction.
Tasks added in dotloop are automatically synced to Cloze and are displayed in the To Do section of the transaction.
Sync Cloze Properties (Listings/Deals) with existing dotloop loops
With Cloze you can easily send properties to dotloop to create a new loop. You can also sync existing loops with Properties in Cloze. This is helpful if you already have a property in dotloop and wish to sync it with the equivalent property in Cloze.
Once linked together:
- Cloze contacts will sync to the dotloop loop
- dotloop loop tasks will sync into Cloze
- dotloop documents will sync into Cloze
In order for Cloze to find and sync with a dotloop property the full property address and MLS ID must match exactly.
The listing in Cloze and dotloop must both have the exact same full property address and MLS number.
NOTE: In this example below the listing 111 Old Oaken Bucket Rd is both in Cloze and in dotloop. Each were created independently so we're going to link them.
Now you need to add the address in Cloze. Tap on Edit next to the property address.
Scroll down to the postal address section and tap on the plus sign icon to add the postal address.
Enter the complete postal address including the zip code and country exactly as it appears in dotloop.
Scroll down to the Listing Details section and enter the MLS ID.
In the upper left corner of the screen tap on the sync icon or pull down on the Agenda screen on mobile.
Sync dotloop loop tasks into Cloze
Tasks added in dotloop are automatically synced to Cloze and are displayed in the To Do section of the transaction.
Tap to sync.
To see your new dotloop task tap on the To Do section in Cloze.
Sync dotloop documents into Cloze
Documents added in dotloop are automatically synced to Cloze and are displayed in the Files section of the transaction.