Clozio

Clozio


Simplify Your Transactions


Free

3.26for iPhone, iPad and more
9.1
9 Ratings
Cloz.io Inc
Developer
27.4 MB
Size
Nov 18, 2022
Update Date
Business
Category
4+
Age Rating
Age Rating
4+
Apps in this category do not contain restricted content.
9+
Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.
12+
Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.
17+
You must be at least 17 years old to access this App.
Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.
Clozio Screenshots
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About Clozio

Clozio is the best productivity tool for real estate professionals to manage their transaction checklists. Keep track of every important detail -- from listing prep through closing, while providing transparency to your clients and team.

With our mobile app you can...
• Stay on Track - Don’t spend time worrying and reacting. Clozio gives top real estate professionals one place to manage all of their to do lists and timelines on-the-go, while keeping every transaction on track.

• Build Trust - We create transparency for the blackbox of listing and escrow, helping you make your clients feel confident and prepared.

• Ensure Your Clients Come First - We help you track, manage, and complete your work from anywhere, so you can invest more time with your clients without falling behind on existing transactions.

• Get More Done, Faster - From scheduling inspections to managing contractors, Clozio offers execution services so you can spend more time focusing on generating business.

Why real estate professionals love working with Clozio:

"Clozio helps me keep everything on track, providing timely to do lists and comprehensive visibility across transactions."
- Daniella Estrada Magaña | Walnut Creek, CA

Ready to start with Clozio? Great! Here’s what to do next:
1. Create a transaction - Add key contacts and details (or invite a Transaction Coordinator, who can do it for you)!

2. Invite your clients - Help them understand the important details and next steps happening in their transaction.

3. Monitor and control - Effortlessly oversee every activity across all of your transactions.

4. Watch for alerts - We make sure there are no surprises by alerting you when deadlines are approaching.

Need help? Email us anytime at Success@clozio.com
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What's New in the Latest Version 3.26

Last updated on Nov 18, 2022
Old Versions
Some minor updates requested by customers who provided feedback to success@clozio.com. It's never been easier to find your transactions, get your work done, and get back to what matters most: your clients!
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Version History
3.26
Nov 18, 2022
Some minor updates requested by customers who provided feedback to success@clozio.com. It's never been easier to find your transactions, get your work done, and get back to what matters most: your clients!
3.25
Jul 28, 2022
Take a sneak peek inside your smart checklists (and some of our own samples) with this new version. Also - you can now import multiple checklists to the same transaction at the same time!

As always, share your ideas with us (success@clozio.com) and we’ll get it done!
3.24
May 13, 2022
Just some quick housekeeping to make it easier to see the specific deadline time of events (if/when they have one).

Don't forget to check out your profile on the web app to access even more preferences and options!
3.23
May 4, 2022
As requested, you can now filter your transactions by people involved in them! That's right -- from the transaction list, you can now search by address OR contact details (name or email) to retrieve all the transactions associated with that contact.

What other features can we add for you? We're listening @ success@clozio.com
3.22
Apr 5, 2022
Schedule your own notifications to receive daily agendas and recaps whenever you start and end your day, regardless of where you are in the world!
3.21
Dec 31, 2021
Let's start 2022 on the right foot - with beautifully organized transactions! Clozio's productivity suite helps top Agents, Brokers, TCs, and their Teams win more listings, earn more referrals, and recover valuable time. This app helps you do that on the go!

With this update, we're excited to give you additional control about when you invite other professionals to your transactions. (Thanks for the idea, Ty!)

Please keep the feedback flowing to success@clozio.com. We prioritize your requests!

And if you haven’t done so already, head over to the full web app to check out all of the new notification options available to you!
3.20
Oct 30, 2021
Introducing… even more enhancements to contractual events in Clozio! It’s never been easier to track the progress of your transaction!

Plus! This new version streamlines the process for adding contacts to transactions with a search option AND the ability to copy/paste contact details. For example, you can now copy a phone number or email address from an email signature into Clozio. (Thanks, Eliza!!)

Please keep the feedback flowing to success@clozio.com. We prioritize your requests!

And if you haven’t done so already, head over to the full web app to set up your Event Templates to make adding new transactions EVEN FASTER!
3.19
Oct 18, 2021
Minor performance improvements and fine tuning in this release.

It's now even faster to manage your transactions, track your milestones, complete your tasks, and create your appointments. And if you haven't already, head to the website to set up your event templates and smart checklists to make Clozio uniquely yours.

Have your own idea? We’re listening! Reach us at: success@clozio.com

Coming Soon: Daily and weekly "digest" notifications for you, your clients, your teammates, and cooperating professionals.
3.18
Aug 2, 2021
Clozio is local! That’s right — with this new version, you can use custom event templates to personalize the event names AND their default deadlines.

Event Templates can be set up on our web app, then imported to your transactions on-the-go!

Special thanks to our clients from Texas to Toronto for highlighting your unique language and contract terms in your local markets!

Have your own idea? We’re listening! Reach us at: success@clozio.com
3.17
Jun 21, 2021
Smart Checklists just got smarter! You can now add hyperlinks, bulleted and numbered lists, and other fancy formatting to your task descriptions when creating your smart checklist (in our web app), making it easier than ever to have the right info, in the right place (at your fingertips), at the right time.

Special thanks to our friends on the Platinum Partners team for inspiring this enhancement! Have your own idea? We’re listening! Drop a note to us at success@clozio.com!
3.16
Jun 1, 2021
Keeping clients informed and transactions on track has never been easier! In this version, it’s effortless to track not just the deadline for an upcoming milestone, contingency or other event, but also the actual date the event occurred.

Thank you Logan G, Liana M, and Lisa P for inspiring this enhancement!! Have your own ideas you’d like to see? Email it to success@clozio.com and we’ll get it done!
3.15
May 18, 2021
A new and improved way to reassign tasks, right from the mobile app! Now you can reassign tasks to individuals, teams, and even roles (e.g. assign something to "Seller" so either client can mark it as complete!).

Also, squashed a pesky bug that made some events show up 1 day early for some users.
3.14
Mar 10, 2021
This minor release has the features that you requested, including:
- Simplified how you copy a Transaction address to your clipboard
- Added confirmed Clozio Tour appointments to your consolidated calendar
- Added confirmed Clozio Tour appointments to your transaction detail section (with other appointments and key dates)

Worried about Zillow having access to your ShowingTime data? Check out Clozio Tours -- it's available with your free account and allows you to manage the flow of traffic through your listings. It's like having a Calendly availability calendar for each listing!

Stay tuned for more exciting updates in the weeks ahead... :-)
3.13
Sep 1, 2020
Fixed a defect that prevented 1 user from logging into the app with a "#" in her password.

Yes - we fixed this for 1 user. After all, we care about ALL of our users! Please let us know how we can further improve your experience by emailing success@clozio.com.
3.12
Jun 6, 2020
Bug Fix: Resolved an issue that made it challenging to change dates, complete tasks and add multiple events while in dark mode.
3.11
Feb 18, 2020
Smart Checklists just got smarter! Clozio's flagship pro feature, which engages the right person, at the right time, with the right information, to get the right job done exactly once, just got a major upgrade:

Teams and Brokerages can now assign tasks dynamically based on someone's role in the Transaction! Have 2 Listing Agents on a transaction, both will receive a notification (if they're turned on), and either one can complete the task. Use a different TC on different transactions? Assign tasks to them dynamically.

This was a direct result of a request from our Brokerage and larger Team clients. Share your ideas today; we'll get it done! Email: success@clozio.com
3.10
Nov 7, 2019
We're gearing up for the NAR Annual Conference & Expo and couldn't show up without a few new bells and whistles! As always, we've prioritized the work you asked for, including:
• New & improved screens to make adding contacts faster and more intuitive. (Thanks, NI!)

• Ability to reassign tasks within the transaction team. (Thanks, KH!)

• Ability for TCs and Assistants to update closing date (and everything else), effortlessly. (Thanks, LM!)

• Find things faster in your calendar -- we've added a little dot to indicate if something's happening on a given day. (Thanks, RP!)

• Receive a notification when a task is completed for your transaction (or opt-out via your Settings). (Thanks, DS!)

• Add yourself to an appointment! Sounds silly for upgraded users who send from their own accounts, but this matters a lot for our Standard users on the free plan. And yes - we love their ideas too!

Of course, you can still quickly and easily:
• View upcoming and past due Tasks across all transactions
• Check your availability by accessing all activities, across all of your transactions, all from one place
• Access key transaction and property details within a few clicks
• Setup a new transaction in just a few minutes

Hottest new feature?
• Invite clients and colleagues to view their personalized transaction hub directly from your phone. Just hit the icon to send their invite and viola - we'll handle the rest!
• Add multiple transaction events all-at-once, effortlessly. That means setting up an escrow timeline takes a few seconds, not minutes. How? Our dynamic date calculator takes the guesswork out of "contract-math," adjustments for bank holidays, etc..

Let's not forget the oldies (but the goodies):
• Add new appointments or update existing ones with details and notes (and send them to your client from your Google Calendar!).
• Add, update, or delete milestones and contingencies while you are on-the-go.
• Add or remove transaction contacts if a deal falls through or a new signer is added.
• Add new action items so you can effortlessly delegate and load-balance across your team.

Please keep the great feedback coming: we prioritize the features that you ask for!
3.9
Oct 22, 2019
We're gearing up for the NAR Annual Conference & Expo and couldn't show up without a few new bells and whistles! As always, we've prioritized the work you asked for, including:
• New and improved way to see tasks on-the-go. Now tasks are organized within their broader objective, in order to match your smart checklist setup (if you're Pro, that is). Navigate to a Transaction > Transaction Details > Tasks and you'll see the new organization there. (Thanks KH!)
• Find things faster in your calendar -- we've added a little dot to indicate if something's happening on a given day. (Thanks RP!)
• Receive a notification when a task is completed for your transaction (or opt-out via your Settings). (Thanks DS!)
• Add yourself to an appointment! Sounds silly for upgraded users who send from their own accounts, but this matters a lot for our Standard users on the free plan. And yes - we love their ideas too!

Of course, you can still quickly and easily:
• View upcoming and past due Tasks across all transactions
• Check your availability by accessing all activities, across all of your transactions, all from one place
• Access key transaction and property details within a few clicks
• Setup a new transaction in just a few minutes

Hottest new feature?
• Invite clients and colleagues to view their personalized transaction hub directly from your phone. Just hit the icon to send their invite and viola - we'll handle the rest!
• Add multiple transaction events all-at-once, effortlessly. That means setting up an escrow timeline takes a few seconds, not minutes. How? Our dynamic date calculator takes the guesswork out of "contract-math," adjustments for bank holidays, etc..

Let's not forget the oldies (but the goodies):
• Add new appointments or update existing ones with details and notes (and send them to your client from your Google Calendar!).
• Add, update, or delete milestones and contingencies while you are on-the-go.
• Add or remove transaction contacts if a deal falls through or a new signer is added.
• Add new action items so you can effortlessly delegate and load-balance across your team.

Please keep the great feedback coming: we prioritize the features that you ask for!
3.8
Sep 25, 2019
We've done it again! We're traveling to Los Angeles for C.A.R.'s annual REimagine! convention, and couldn't arrive without a shiny new release!
• Pro users may now capture "Additional Information" transaction variables directly in their smart checklists. And those are now visible in the mobile app to view and edit!

Of course, you can still quickly and easily:
• View upcoming and past due Tasks across all transactions
• Check your availability by accessing all activities, across all of your transactions, all from one place
• Access key transaction and property details within a few clicks
• Setup a new transaction in just a few minutes

Hottest new feature?
• Invite clients and colleagues to view their personalized transaction hub directly from your phone. Just hit the icon to send their invite and viola - we'll handle the rest!
• Add multiple transaction events all-at-once, effortlessly. That means setting up an escrow timeline takes a few seconds, not minutes. How? Our dynamic date calculator takes the guesswork out of "contract-math," adjustments for bank holidays, etc..

Let's not forget the oldies (but the goodies):
• Add new appointments or update existing ones with details and notes (and send them to your client from your Google Calendar!).
• Add, update, or delete milestones and contingencies while you are on-the-go.
• Add or remove transaction contacts if a deal falls through or a new signer is added.
• Add new action items so you can effortlessly delegate and load-balance across your team.

Please keep the great feedback coming: we prioritize the features that you ask for!
3.7
Sep 11, 2019
Thanks for your feedback! This minor release has 2 primary changes:
• Improved navigation when creating a new transaction
• Resolved a defect where we classified Halloween as a Bank Holiday (wishful thinking, but we couldn't convince the Bankers)

Of course, you can still quickly and easily:
• View upcoming and past due Action Items across all transactions
• Check your availability by accessing all activities, across all of your transactions, all from one place
• Access key transaction and property details within a few clicks
• Setup a new transaction in just a few minutes

Hottest new feature?
• Invite clients and colleagues to view their personalized transaction hub directly from your phone. Just hit the icon to send their invite and viola - we'll handle the rest!
• Add multiple transaction events all-at-once, effortlessly. That means setting up an escrow timeline takes a few seconds, not minutes. How? Our dynamic date calculator takes the guesswork out of "contract-math," adjustments for bank holidays, etc..

Of course, you can still:
• Add new appointments or update existing ones with details and notes (and send them to your client from your Google Calendar!).
• Add, update, or delete milestones and contingencies while you are on-the-go.
• Add or remove transaction contacts if a deal falls through or a new signer is added.
• Add new action items so you can effortlessly delegate and load-balance across your team.

Please keep the great feedback coming: we prioritize the features that you ask for!
3.6
Aug 18, 2019
Invite your clients and colleagues, whenever you're ready, right from your phone!

With Clozio, you can quickly and easily:
• View upcoming and past due Action Items across all transactions
• Check your availability by accessing all activities, across all of your transactions, all from one place
• Access key transaction and property details within a few clicks
• Setup a new transaction in just a few minutes

Hottest new feature?
• Invite clients and colleagues to view their personalized transaction hub directly from your phone. Just hit the icon to send their invite and viola - we'll handle the rest!
• Add multiple transaction events all-at-once, effortlessly. That means setting up an escrow timeline takes a few seconds, not minutes. How? Our dynamic date calculator takes the guesswork out of "contract-math," adjustments for bank holidays, etc..

Of course, you can still:
• Add new appointments or update existing ones with details and notes (and send them to your client from your Google Calendar!).
• Add, update, or delete milestones and contingencies while you are on-the-go.
• Add or remove transaction contacts if a deal falls through or a new signer is added.
• Add new action items so you can effortlessly delegate and load-balance across your team.

Please keep the great feedback coming: we prioritize the features that you ask for!
3.5
Jul 22, 2019
It's summer; so we're heading to Vegas! Why? Inman Connect Las Vegas, of course. If you're attending ICLV19, stop by our booth (T14) to say hi!

We're most excited about our hot new feature that empowers you to add multiple events in a few seconds, giving you more control than ever before over your transactions and your data.

With Clozio, you can quickly and easily:
• View upcoming and past due Action Items across all transactions
• Check your availability by accessing all activities, across all of your transactions, all from one place
• Access key transaction and property details within a few clicks
• Setup a new transaction in just a few minutes

Hottest new feature?
• Add multiple transaction events all-at-once, effortlessly. That means setting up an escrow timeline takes a few seconds, not minutes. How? Our dynamic date calculator takes the guesswork out of "contract-math," adjustments for bank holidays, etc..

Of course, you can still:
• Add new appointments or update existing ones with details and notes (and send them to your client from your Google Calendar!).
• Add, update, or delete milestones and contingencies while you are on-the-go.
• Add or remove transaction contacts if a deal falls through or a new signer is added.
• Add new action items so you can effortlessly delegate and load-balance across your team.

Please keep the great feedback coming: we prioritize the features that you ask for!
3.4
Jul 14, 2019
Things are heating up! We're most excited about our hot new feature that empowers you to add multiple events in a few seconds, giving you more control than ever before over your transactions and your data.

With Clozio, you can quickly and easily:
• View upcoming and past due Action Items across all transactions
• Check your availability by accessing all activities across all of your transactions all from one place to another
• Access key transaction and property details within a few clicks
• Setup a new transaction in just a few minutes

With this release you can now:
• Add multiple transaction events all-at-once, effortlessly. That means setting up an escrow timeline takes a few seconds, not minutes. How? Our dynamic date calculator takes the guesswork out of "contract-math," adjustments for bank holidays, etc..

Of course, you can still:
• Add new appointments or update existing ones with details and notes.
• Add, update, or delete milestones and contingencies while you are on-the-go.
• Add or remove transaction contacts if a deal falls through or a new signer is added.
• Add new action items so you can effortlessly delegate and load-balance across your team.

Please keep the great feedback coming: we prioritize the features that you ask for!
3.3
Jun 10, 2019
You asked - we delivered! Now you have even more control over your transactions and your data...

In addition to being able to quickly and easily:
• View upcoming Action Items across all transactions
• Check your availability by accessing all activities across all of your transactions all from one place
• Access key transaction and property details within a few clicks

You can also now:
• Add & update appointments directly from the transaction -- you use your phone to schedule appointments, now you can capture the details there too!
• Add/Update/Delete milestones and contingencies -- transactions are dynamic; now you can manage your timeline from anywhere!
• Add or Remove transaction contacts -- deal fall through? Remove the Buyer's team in seconds. Need to add another client? Consider it done.
• Add ad hoc action items on the go, so you can effortlessly delegate and load-balance across your team

Please keep the great feedback coming: we prioritize the features that you ask for!
3.1
May 15, 2019
We're excited about all the powerful enhancements to help you deliver your best service to each and every client. This release has a lot of improvements behind the scenes to ensure that your mobile experience performs as well as your new transaction hub!

Did you know that Clozio allows you to manage all details of all transactions directly from one place? Within the app, you can:

Create a new transaction

Apply your personal smart checklist

Track all your work and timelines across all transactions

Complete (or delegate!) urgent action items

Don't have an account yet? No problem! Login directly with Google, or create your own login from www.clozio.com.

In the next release, we'll give you even more control and power directly from your app! Want a sneak peek? Have an idea you'd like to share? We'd love to hear from you! ContactUs@cloz.io

Clozio FAQ

Click here to learn how to download Clozio in restricted country or region.
Check the following list to see the minimum requirements of Clozio.
iPhone
Requires iOS 13.0 or later.
iPad
Requires iPadOS 13.0 or later.
iPod touch
Requires iOS 13.0 or later.
Clozio supports English

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