Data-driven recruiting with the new Cloze × Courted integration
Cloze’s new integration with Courted brings together the best of recruiting, retention, and agent intelligence into one connected system. Brokerage leaders, managers, and recruiters can now align their teams, eliminate silos, and act faster — all while keeping every communication and data point in one place.
- Identify the best agents to target with Courted— Using Courted’s powerful data and tools—including 50+ unique data points like production history and “likelihood to move”—leaders can find and prioritize targets into Courted watchlists, which flow directly into Cloze, pre-tagged and ready for targeted outreach.
- Engage identified targets with Cloze— Launch targeted campaigns and personalized follow-ups using Cloze’s built-in tools to turn top prospects into new recruits.
- Personalize outreach at scale—As leaders focus on specific groups, such as targets in a specific competitor office, or “high-performing” agents, Cloze’s AI Ghostwriter makes it easy to send branded, personalized recruiting messages in seconds—no cutting and pasting required
- See everything in one place — Courted statuses, production data, call logs, texts, meetings, and notes all sync into Cloze—giving teams a complete picture of each recruiting target.
Find the right candidates with Courted; engage them in Cloze
Courted helps leaders and recruiters uncover the best agents to target, using powerful data and flexible search tools.
1.) Saved Searches in Courted act like smart filters
You define your ideal agent profile (for example, high-production agents that are likely to move in a specific office), and Courted dynamically updates the list as new agents meet those criteria. For example:
- Target a specific office: Create a Saved Search for all agents at a particular competitor office in your region. Add top prospects to a Watchlist for focused recruitment efforts.
- Focus on high-performing agents: Use criteria like $10M+ in annual sales volume or agents closing more than 20 sides a year — combined with Courted’s “likelihood to move” analytics — to identify strong prospects.
2.) Add promising agents to Courted Watchlists
Watchlists are static lists that you curate manually, allowing you to prioritize and focus outreach. Candidates on Courted watchlist sync to Cloze automatically.
3.) Engage candidates using Cloze
Once agents are added to Watchlists in Courted, they immediately sync to Cloze (automatically organized with the appropriate stage and segment, tags, and enriched data), so you can easily launch drip campaigns, personalize outreach, and track all interactions in one place.
- Cloze’s automatic “keep in touch” reminders keep managers and recruiters in a consistent live flow, so no candidate opportunity is missed.
- Launch personalized, 1:1 drip campaigns with Cloze to engage many candidates at once
Leverage Cloze AI to personalize recruiting outreach
Cloze’s built-in AI Ghostwriter makes it easy for managers and recruiters to draft personalized follow-up and outreach content in seconds. You can add custom context — like your brokerage’s values, top reasons to join, or local market strengths — so every email feels unique and aligned to your brand. Use prompts such as “Join our brokerage,” “Great to meet you,” or “Come into the office for a visit,” and Cloze automatically weaves in your key talking points, making every touchpoint feel thoughtful and tailored.
This tight connection means your team can move quickly from identifying candidates to executing tailored, consistent follow-up — boosting recruitment success without manual data juggling.
How the Courted + Cloze integration works
What syncs from Courted to Cloze
- Agents from Courted watchlists automatically sync into Cloze, tagged by watchlist name.
- Calls, messages, meetings, and notes logged in Courted (past 30 days) appear directly in each agent’s Cloze profile.
- Default stages and segments in Cloze are set based on Courted statuses.
- Over 50 Courted data points — including production data, sales projections, and potential-to-move forecasts — are available in Cloze.
Turn Courted insights into action with Cloze
- Launch targeted drip campaigns and personalized outreach using Courted data.
- Track and summarize all team communication (calls, texts, emails) to coordinate follow-ups and avoid duplicate outreach.
- View a unified activity timeline and AI-powered summaries to support faster, more informed recruiting decisions.
Ready to get started?
Contact your Cloze or Courted program team leader to enable the integration and start recruiting — and retaining — smarter today.
