CRM · CLONE SKILL

Solve360Solve360 real estate transaction coordination by AI

Solve360 is a Clone skill that reads and updates Solve360 CRM for real estate transaction coordination, covering contacts, companies, transactions, checklists and deadlines. Transaction coordinator and operations manager clones use it to look up a deal, tick off checklist items, log activity and keep every closing date in view. It requires a Solve360 connection.

SSolve360
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What transaction deadlines are coming up in the next 7 days?

Four deadlines land in the next 7 days. The inspection contingency on the Elm Street file is due tomorrow and its checklist item is still open.

Deadlines · next 7 daysSolve360 · 4 due
TransactionDeadlineDueChecklist
Elm StreetInspection contingencyTomorrowOpen
Harbor AveAppraisal receivedWedDone
Oak RidgeLoan commitmentThuOpen
Pine CourtFinal walkthroughSatScheduled

Ask in plain words

No forms, no workflow builder. Ask your clone the way you'd ask a teammate.

“Look up a real estate transaction”
“Update a transaction checklist item”
“List upcoming transaction deadlines”
“Log an activity on a contact”

How it works

  1. 1

    Connect Solve360

    Link your Solve360 account and set which records and checklists your clone may read or update.

  2. 2

    Ask about a file

    Ask for a transaction, upcoming deadlines or a checklist update, or have your clone log an activity on a contact.

  3. 3

    Stay ahead of closing

    Your clone answers from Solve360 and makes the updates you ask for. Every change is logged.

Every transaction deadline in view before it slips Checklist items updated the moment a step is done Activity logged on contacts without opening the CRM

Clones that run Solve360

Skills belong to roles. These clones put Solve360 to work as part of their job.

Priya NairAI Transaction Coordinator

Solve360: questions

What is AI transaction coordination in Solve360?

It is an AI that helps run real estate transactions inside Solve360. With Clone, your clone looks up transactions, updates checklists, tracks deadlines and logs activity on contacts and companies.

Do I need to connect Solve360?

Yes. Connect your Solve360 account once and set object-level permissions for what your clone may read or change.

Which clones use the Solve360 skill?

Transaction coordinator and operations manager clones use it, to keep each file moving toward closing.

Can it warn me about upcoming deadlines?

Yes. Ask your clone for deadlines in any window, such as the next 7 days, and it lists them with their checklist status.

Related skills

GoHighLevel AgencyManages a GoHighLevel agency account and its sub-accounts through plain-language requests.GoHighLevel ContactsCreates, finds, updates, and organizes contacts in GoHighLevel.GoHighLevel PipelineCreates and tracks GoHighLevel opportunities, moves deals through pipeline stages, and analyzes pipeline performance.HubSpot ActivityCreates, updates, and searches HubSpot tasks, meetings, calls, notes, and email records linked to contacts, companies, and deals.HubSpot CompaniesCreates, finds, and updates company records in HubSpot.HubSpot ContactsCreates, searches, updates, merges, and deletes HubSpot contacts, and manages list membership and associations.

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Updated October 2026