How does Cloze remind me on the anniversary of dotloop transactions?
Note: The dotloop integration is included as part of the Cloze Business Gold and Platinum Plans.
Dotloop transaction close dates are automatically synced to Cloze and set on the appropriate buyers and seller contacts.
In the example below, when the transaction was closed in dotloop the closing date (sold date) was set to June 13, 2022. The dotloop integration will sync in the closing date and automatically set the Purchase Anniversary date on the Cloze contacts involved in the transaction.
Each year on the anniversary date of the transaction Cloze will trigger a reminder automatically.
Anniversary reminders appear on the Cloze Agenda as they come due.
Pro Tip: Use a Cloze Campaign to automatically send Anniversary emails.
Cloze can automatically send anniversary reminder emails on your behalf using a Campaign. When the anniversary arrives Cloze will send an email using a template and your real email.