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Getting Started

Getting Started

Learn how to set up your Clozze workspace and complete the core actions needed to manage real estate transactions, including adding transactions, listings, buyers, and tasks.

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All Categories
Getting Started
Add a Buyer

Learn how to add a buyer in Clozze using manual entry, document upload, AI extraction, or integrations like Dotloop and Follow Up Boss.

Getting Started
Add a Task

Learn how to add and manage tasks in Clozze, assign team members and contacts, and organize work across buyers, listings, and transactions.

Getting Started
Add a Listing

Learn how to add a listing in Clozze using manual entry, document upload, AI extraction, or integrations like Dotloop and Follow Up Boss.

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Team & Data
Team & Data
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