How do I enable other SkySlope contacts to sync into Cloze?
Note: The SkySlope integration is currently included as part of the Cloze Business Gold and Platinum Plans.
Beyond the buyers and sellers, the SkySlope integration can optionally sync other contacts to Cloze. When enabled other contacts like the title contact, the escrow contact, the attorney, the lender, etc. will display in the Partner section.
When you connect a user that's an Auditor type in SkySlope, you will have a new sync option in the Skyslope source options which will allow you to "Sync All," rather than just your own SkySlope Files (the option is "Sync All Audited"). By default this is OFF, so you only get your own listings and transactions by default.
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Settings.
3.) Tap on Connected Accounts to expand the section. Then tap on SkySlope.
4.) Enable "Sync Lender, Attorney, and Title Contacts".
Once enabled other contacts will be displayed in the Partners section.
