How do I connect SkySlope Forms?

SkySlope Forms can be connected in the Connected Accounts section of Settings, or your brokerage may centrally configure to prompt you to connect SkySlope Forms when you tap on Transact.

  1. Connect when tapping on Transact (configured by the brokerage)
  2. Connect in Settings

Learn more about Cloze and SkySlope Forms.

Connect SkySlope Forms from the Transact Button

Brokerages can configure SkySlope Forms so it can be connected when you tap on the Transact button the first time.

  1. Tap on the Transact button.
  2. Select Yes. 

Approve the connection.

Tap on the Approve button to connect SkySlope Forms to Cloze.

Authorize SkySlope Forms to access Cloze.
Authorize SkySlope Forms to access Cloze.

Allow SkySlope to connect to Cloze.

SkySlope Forms > Allow Access to Cloze.
SkySlope Forms > Allow Access to Cloze.

Your SkySlope Forms is now connected.

Learn more about SkySlope Forms here.


Cloze Admins:

Connect the Cloze team for more information on settings this up for your brokerage.

Please reach out to your Cloze implementation manager to configure this option for your brokerage or team.  

Connect SkySlope Forms in Settings


1.) Navigate to Cloze settings by tapping on More and selecting Settings.

Mobile: 
  1. Tap on More in the lower right of your screen on mobile (iOS/Android).
  2. Select Settings. 
Navigate to Cloze settings: Tap on More (lower right) > Select Settings.
Navigate to Cloze settings: Tap on More (lower right) > Select Settings.
On your computer: 
  1. Tap on More in the lower left on your computer (cloze.com). 
  2. Select Settings. 
Navigate to Cloze settings: Tap on More (lower left) > Select Settings.
Navigate to Cloze settings: Tap on More (lower left) > Select Settings.

2.) Scroll down and tap on Connected Accounts to expand the section.

Cloze Settings: Tap on Connected Accounts to expand the section.
Cloze Settings: Tap on Connected Accounts to expand the section.

3.) Tap on the Add button and select Real Estate.

  1. Tap on the Add button.
  2. Select ReaL Estate.
Cloze Settings: In Connected Accounts tap on the Add button and select Marketing Automation.
Cloze Settings: In Connected Accounts tap on the Add button and select Real Estate.

4.) Select SkySlope Forms.

Cloze Settings: Connect SkySlope Forms.
Cloze Settings: Connect SkySlope Forms.

5.) Approve the connection.

Tap on the Approve button to connect SkySlope Forms to Cloze.

Authorize SkySlope Forms to access Cloze.
Authorize SkySlope Forms to access Cloze.

6.) Allow SkySlope to connect to Cloze.

SkySlope Forms > Allow Access to Cloze.
SkySlope Forms > Allow Access to Cloze.

Your SkySlope Forms is now connected.

Cloze Settings: SkySlope Forms connected to Cloze.
Cloze Settings: SkySlope Forms connected to Cloze.

Optional: Enable Broker Templates

Some brokerages want you to use their own templates, while others prefer the default forms from their association. This setting decides which forms you start with.

  • If Broker Templates is off, Cloze creates a new forms file with the client’s information and then lets you choose which forms to include.
  • If Broker Templates is on, you are first asked which broker template to use. Then Cloze opens the forms file with those forms already included.

Note: If your brokerage wants everyone to use brokerage templates, an admin can enforce this at the team level using SkySlope Forms Broker Templates.


Tap on the gear icon next to SkySlope Form to adjust your settings.

Cloze Settings > Connected Accounts > Tap on the gear icon to update SkySlope Forms settings.
Cloze Settings > Connected Accounts > Tap on the gear icon to update SkySlope Forms settings.

Cloze Settings: SkySlope Forms > Toggle on Use Broker Templates.
Cloze Settings: SkySlope Forms > Toggle on Use Broker Templates.
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