dotloop Overview
Getting started with Cloze and dotloop.
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.
When you connect Cloze to dotloop, Cloze will create a contact for buyers and sellers. This happens with historical loops and new loops.
- Connect dotloop to Cloze
- Syncs Cloze contacts to dotloop loops
- Create new loops from Cloze Properties (Listings)
- Syncs Cloze Properties (Listings/Deals) with existing dotloop loops
- Syncs dotloop loop tasks into Cloze
- Syncs dotloop documents into Cloze
Contacts: Cloze ➔ dotloop
Contacts and their contact information are automatically synced from the Cloze Property to the dotloop loop. (When you connect Cloze to dotloop, Cloze will create a contact for buyers and sellers. This happens with historical loops and new loops.)
Documents: dotloop ➔ Cloze
Documents added in dotloop are automatically synced to Cloze and are displayed in the Files section of the transaction.
Task: dotloop ➔ Cloze
Tasks added in dotloop are automatically synced to Cloze and are displayed in the To Do section of the transaction.
