How do I create a new loop from Cloze?
Send Cloze Properties (Deals/Transactions) to dotloop.
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. When you connect Cloze to dotloop, Cloze will create a contact for buyers and sellers. This happens with historical loops and new loops.
- Property (Transaction): Cloze ➔ dotloop loop
- Contacts: Cloze ➔ dotloop People section
- Documents: dotloop ➔ Cloze Files section
- Tasks: dotloop ➔ Cloze To Do section
Property (Transaction): Cloze ➔ dotloop loop
1.) Tap on the More Options icon and select Send to dotloop.
2.) Select the transaction type.
The loop is automatically created in dotloop.
Contacts: Cloze ➔ dotloop
Contacts and their contact information are automatically synced from the Cloze property to the dotloop loop.
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.