Properties on Cloze
Keep every deal straight with a full timeline on each property.
Keep Every Deal Straight
Trouble keeping your transactions straight? There’s a button at the bottom of Cloze you’ve probably ignored. Hit it.
- Open the Properties tab. That little for-sale-tag icon at the bottom. Inside are all your active, pending, and closed transactions. There are 10,000 things you could do here; we’re doing the three that matter.
- Attach the people to the deal. Open a listing or pending, scroll to People on the right, and add the buyer, the seller, the other side, title, escrow. Everyone tied to the transaction.
- Watch the timeline build itself. Now every email you send or receive, every action, shows up on that property’s timeline. You see the whole deal in one place, no digging through your inbox.
You can add tasks and tools and all kinds of other stuff, but don’t overthink it. Just attach the people.
Your assignment this week: Go into Properties, open your current listing or pending, and add the people that matter to it. Call it a day.
Transcript
You ever have a problem keeping your deals straight? Well, have I got a deal for you. Welcome to Tool Time. My name's Kyle.
Let's get started. At the bottom of your close, you probably noticed a little like for sale tag button. Hit it. You'll see something really cool.
All of your currently active, pending, and closed transactions will be in there. Oh, what do you even do with it? There's a lot of options, of course, like everything else with close. There's 10,000 different ways to do everything.
We're only going to talk about the three things that matter. We're going to talk about keeping in touch with the people you want to keep in touch with, keeping track of the people that you did keep in touch with, and making sure you do the next thing. So when you hit that properties icon, as you scroll through, you're going to start to notice a few things. You have a complete timeline of everybody that you attach to the property.
So what does that mean? All that means is you go into your properties tab, you scroll on the right-hand side, you click your people, and you add the buyer or the seller or the other side or title or escrow. So that way, every email that you send or receive or everything that happens shows up in the timeline of that property. You can add things like tasks and tools and all kinds of other crap, but you don't even need to worry about that.
The only thing I want you to do is go into your property, find your current listing or your current pending transaction, and add the people that matter to that transaction. Because then you're going to start to see all of the timeline and everything else that's happened, all the actions, all the stuff. It's pretty cool. There'll be a little QR code here, here.
I should just move it and see if I can mess with Ben. Somewhere around here. So that way you'll be able to scan it, come in and check it out and see what I'm talking about. It's going to be like five minute video max, I promise.
Anyways, so your challenge this week, go into properties, add your people to it and call it a day. Thanks so much for coming and have a great week.