Getting started with Cloze and dotloop.
Add the document in dotloop and it will sync into Cloze.
Add the task in dotloop and it will sync into Cloze.
Send Cloze Properties (Deals/Transactions) to dotloop.
In the Files section of your Cloze property.
In the To Do section of your Cloze property (Deal).
Add them to a Cloze Property and they will automatically sync to the linked loop.
In the timeline of the Cloze Property