SkySlope Forms and Cloze Overview

SkySlope Forms is tightly integrated into Cloze, so working with forms feels like part of the same experience rather than a separate step. Instead of sending you to another system’s home screen, Cloze helps take you directly to the right form and brings key information with you, so you can get started faster.

When you tap Transact, you will see up to four actions, depending on the type of record you are viewing. These options help you move directly into the right forms task from the record you are already working on.

• Start Buyer Agreement
• Start Listing Agreement
• Write an Offer
• View Form File

Use SkySlope Forms from the Transact menu

SkySlope Forms is built into Cloze through the Transact menu. Whenever you want to open or start forms, begin by tapping Transact on the contact or property you are working on.

Cloze will then show the options that apply to that specific record.

Start Buyer Agreement

Use Start Buyer Agreement when you want to begin buyer forms from a contact in Cloze. When you choose this option, Cloze creates a new forms file using the contact’s information and takes you into SkySlope Forms. If your brokerage uses broker templates, you may be asked to choose a template first.

Available for contacts who are in the Segment:

• Buyer
• Buyer & Seller

In these stages:

• Warm
• Hot

Start Listing Agreement

Use Start Listing Agreement when you want to begin listing forms from a contact or property in Cloze. To create the forms file, Cloze needs both a property and at least one client. If that information is already in Cloze, it will be used. If not, you will be prompted to add it before continuing.

Available from contacts who are in the Segment:

• Seller
• Buyer & Seller
• Landlord

In these stages:

• Warm
• Hot
• Active

You can also start from properties that are:

• Sale Listing
• Rental Listing

In this stage:

• Potential

Write an Offer

Use Write an Offer when you want to begin offer forms from a contact or property in Cloze. To create the forms file, Cloze needs a property and at least one client. Depending on where you start, Cloze may ask you to choose a listing, enter an off-market address, or add a few optional details before taking you into SkySlope Forms.

Available from contacts who are:

• Buyer
• Buyer & Seller
• Renter

In these stages:

• Warm
• Hot
• Active

You can also start from:

• an MLS listing that is an Active Sale Listing or Active Rental Listing
• one of your or your team’s Active Sale Listings or Active Rental Listings
• one of your or your team’s Potential or Active Buy Transactions
• one of your or your team’s Potential or Active Rental Transactions

View Form File

Use View Form File when you want to open an existing forms file linked to a contact. If one forms file is available, Cloze opens it directly. If more than one is available, you can choose the one you want to open.

Form types

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.

Forms are deeply embedded in the Cloze Experience

SkySlope Forms can appear directly inside Cloze when your browser allows third-party cookies. This usually works in browsers like Chrome and Firefox as long as the browser is not in incognito/private mode.

Information Cloze sends to SkySlope Forms

When Cloze creates a forms file, it sends key contact and property information to SkySlope Forms for you. That helps save time, reduce duplicate entries, and improve data quality by carrying information directly from the record you are already working on in Cloze. It also helps improve accuracy by reducing the need to retype details by hand.

For people

Cloze sends:

• first name
• last name
• email address
• primary phone
• primary address

For properties

Cloze sends:

• full postal address
• MLS number, if the property is on the market

How client information is added

When creating offers or listing agreements, Cloze always includes client information.

That information comes from one of two places:

• If clients are already linked to the property in Cloze, Cloze uses those clients.
• If no clients are linked yet, you are asked to enter one or more clients. This is required.

For offers, Cloze also asks for a few optional details:

• sale price
• acceptance date
• closing date