Clozio

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!

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!

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!

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

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!

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!

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!

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!

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!

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!

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!

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!