Buyer Journey

With Cloze, you can track the entire journey of a buyer—from the moment they become a lead, through the home search, all the way to closing and beyond.

1.) Capture Your Lead (Warm Buyer or Warm Buyer/Seller)

• Setup lead capture so your leads are captured in Cloze.
• Forward an email from your lead source to support@cloze.com and we can setup the lead source for you or add it to Cloze yourself.

2.) Lead Follow Up

• If your lead is added to your agenda under "New Leads", accept the lead and then reach out to them. Use an email template to save time.
• If your leads are auto-accepted, use a Cloze campaign for automated outreach.

3.) Qualify Your Lead

• Interview your lead (Warm Buyer) to learn more about them, including where and what kind of home they want to buy. Log notes right in Cloze.
• Fill in the Buyer Profile, which is used to track what the buyer is looking for in a new home.
• Use these details to send matching properties to the Buyer.

4.) Create a Buy Transaction (Qualified Buyer)

• Once you move a qualified buyer to active, we recommend creating a Buy Transaction. Learn how to manage your transaction in Cloze.
• By creating a transaction, you separate and track the communication, tasks, and details tied directly to that deal.

5.) Closed Transaction (Closed Buyer)

• Once the transaction is complete (Closed), and the Buyer's stage has been moved to Closed, you will nurture the relationship for referrals and future business.
• Use nurture campaigns, Next Steps, and custom date fields for follow-up, reminders and automated outreach.