Smarter Relationship and Transaction Management
Top agents integrate the AI-powered Cloze CRM with dotloop to automate tedious tasks that slow down the progression of prospects becoming closed-clients.
1. Contacts in Cloze Auto-sync to Dotloop
Contact information in Cloze auto-syncs from the Property section to the dotloop transaction.
2. Dotloop Docs Auto-sync to Cloze
Documents added to dotloop auto-sync to the files section of a transaction in Cloze.
3. Dotloop Tasks Auto-sync to Cloze
Tasks you add to dotloop auto-sync to Cloze and appear in the “To Do” area of the transaction.
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