Repeatable workflow
One practical structure for buyers, sellers, listings, notes, tasks, reminders, and handoffs.
TeamClozr one-pager
Consistent Client & Listing Management
Give agents one repeatable place to capture buyer and seller information, listing details, property-specific notes, tasks, reminders, and handoffs so important work is less likely to live only in notebooks, text threads, or memory.
Portable records
Export one client or a full client list when work needs to move to another TeamClozr holder.
Visible reminders
Use reminders and task status to keep outstanding work visible during active client work.
One-page overview
What TeamClozr helps agents keep visible.
Consistency across agents
- Give buyers, sellers, and listings the same basic structure every time: contact information, property criteria, location, notes, and next actions.
- Capture details that are easy to lose between showings and transactions: access instructions, vacant-home concerns, mowing or maintenance, repairs, contractors, and work still to be performed.
- Track operational tasks such as title-company notification, inspections, follow-ups, property work, and other transaction milestones.
- Use reminders and task status to make outstanding work visible instead of relying on an agent to remember it.
Why that matters
- A common workflow makes expectations easier to teach, reinforce, and repeat across a brokerage.
- Better-organized working notes improve continuity when an agent, assistant, team lead, or other authorized team member needs context.
- Consistent task tracking helps reduce missed follow-ups, forgotten property obligations, and "I thought someone else handled it" gaps.
Portability and continuity
- Single-client sharing: import or export an individual client record app-to-app, by email, or by text message.
- Full-list transfer: export an entire client list to another TeamClozr app holder, email, text, or the user's own macOS TeamClozr application.
- Client and listing information can be moved intentionally when responsibility changes, supporting cleaner handoffs and less re-entry of information.
- Portability helps prevent important working information from becoming trapped on one device or inside one person's personal process.
Built for the way agents work
- Apple Watch companion app brings reminders and simple tasks to the agent without requiring the phone app to be open.
- macOS application coming: manage the same content from a laptop for easier desk-based review, updates, and organization.
- The result is a lightweight system agents can use in the field and at their desk, making a consistent process easier to adopt rather than harder.
Support and help
Use TeamClozr as a workflow tool.
TeamClozr is an organizational and workflow tool. Brokerage policies, approved transaction systems, document-retention requirements, privacy rules, and applicable law remain controlling.
support@leadtru.dev
TeamClozr User Guide
Support contact
Need help with TeamClozr Local?
Email LeadTru LLC with your app version, iOS version, affected screen, and a short description of what happened.
TeamClozr Local support materials are provided by LeadTru LLC. They are product support information and are not legal, brokerage, tax, financial, or compliance advice.