Note: This feature is currently in beta. Please reach out to support@cloze.com for early access. 

When the transaction process starts, you can simply create a loop from Cloze to track all of the necessary documents and tasks in dotloop.

Cloze will sync people to dotloop, and pull in tasks and files from dotloop into Cloze.

  • Property (Transaction): Cloze ➔ dotloop loop
  • Contacts: Cloze ➔ dotloop People section
  • Documents: dotloop ➔ Cloze Files section
  • Tasks: dotloop ➔ Cloze To Do section

Property (Transaction): Cloze ➔ dotloop loop

1.) Tap on the More Options icon and select Send to dotloop.

 

2.) Select the transaction type.

The loop is automatically created in dotloop. 

 

Contacts: Cloze ➔ dotloop

Contacts and their contact information are automatically synced from the Cloze property to the dotloop loop. 

 

 

Documents: dotloop ➔ Cloze

Documents added in dotloop are automatically synced to Cloze and are displayed in the Files section of the transaction. 

 

Task: dotloop ➔ Cloze

Tasks added in dotloop are automatically synced to Cloze and are displayed in the To Do section of the transaction.