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.