Courted and Cloze Overview

Note: This feature is currently in beta. Please reach out to your Cloze or Courted program team leader to enable this integration.

Cloze’s integration with Courted brings together the best of recruiting, retention, and agent intelligence into one connected system. Brokerage leaders, managers, and recruiters can now align their teams, eliminate silos, and act faster — all while keeping every communication and data point in one place.

Sync watchlists automatically — Agents in Courted watchlists (plus 50+ unique data points) sync into Cloze, tagged and ready for targeted action.
See everything in one place — Recent calls, texts, meetings, and Courted statuses combine in Cloze for a single, comprehensive view of each agent.
Engage candidates with precision — Launch targeted campaigns and personalized follow-ups using Cloze’s built-in tools to turn top prospects into new recruits.
Recruit as a team — Cloze's automatic communication tracking (calls, texts, emails) helps teams collaborate smoothly, avoid overlap, and leverage AI-powered summaries to keep leadership aligned.

Find the Right Candidates with Courted, Then Engage Them in Cloze

Courted helps leaders and recruiters uncover the best agents to target, using powerful data and flexible search tools.

1.) Saved Searches in Courted act like smart filters

You define your ideal agent profile (for example, high-production agents that are likely to move in a specific office), and Courted dynamically updates the list as new agents meet those criteria. For example...

Target a specific office: Create a Saved Search for all agents at a particular competitor office in your region. Add top prospects to a Watchlist for focused recruitment efforts.
Focus on high-performing agents: Use criteria like $10M+ in annual sales volume or agents closing more than 20 sides a year — combined with Courted’s “likelihood to move” analytics — to identify strong prospects.

2.) Add promising agents to Courted Watchlists

Watchlists are static lists that you curate manually, allowing you to prioritize and focus outreach. Agents on your watchlists sync to Cloze.

3.) Engage candidates using Cloze

Once agents are added to Watchlists in Courted, they automatically sync to Cloze (organized with the appropriate stage and segment, tags, and enriched data), so you can easily launch drip campaigns, personalize outreach, and track all interactions in one place.

Cloze's automatic keep in touch reminders keep managers and recruiters in a consistent live flow, so no candidate opportunity is missed.
Launch personalized, 1:1 drip campaigns to engage many candidates at once

Leverage Cloze AI to personalize recruiting outreach

Cloze’s built-in AI Ghostwriter makes it easy for managers and recruiters to draft personalized follow-up and outreach content in seconds. You can add custom context — like your brokerage’s values, top reasons to join, or local market strengths — so every email feels unique and aligned to your brand. Use prompts such as “Join our brokerage,” “Great to meet you,” or “Come into the office for a visit,” and Cloze automatically weaves in your key talking points, making every touchpoint feel thoughtful and tailored.

This tight connection means your team can move quickly from identifying candidates to executing tailored, consistent follow-up — boosting recruitment success without manual data juggling.

How the Cloze x Courted integration works

What syncs from Courted to Cloze

Agents from Courted watchlists automatically sync into Cloze, tagged by watchlist name. Simply add an agent to a Courted Watchlist and it will sync to Cloze automatically.
Calls, messages, meetings, and notes logged in Courted (past 30 days) appear directly in each agent’s Cloze profile.
Default stages and segments in Cloze are set based on Courted statuses.
Over 50 Courted data points — including production data, sales projections, and potential-to-move forecasts — are available in Cloze.

Turn Courted insights into action with Cloze

Launch targeted drip campaigns and personalized outreach using Courted data.
Track and summarize all team communication (calls, texts, emails) to coordinate follow-ups and avoid duplicate outreach.
View a unified activity timeline and AI-powered summaries to support faster, more informed recruiting decisions.

Ready to get started?

Contact your Cloze or Courted program team leader to enable the integration and start recruiting — and retaining — smarter today.