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Popular Questions
- Where do I log in to CloseMagnet?Go to https://app.closemagnet.com/login and enter the email address your account was created under along with the password you set, then click Sign in. If you forgot your password, click Forgot password? and follow the emailed res
- Why did my new campaign not start dialing?New campaigns always save Paused, and they will not dial until you put them live with the Resume button at the top of the campaign.
- How do I run a comp?1. Click Comps in the left menu (https://app.closemagnet.com/comps). 2. Click Run a comp to open the comp form. 3. Enter the Street address, City, State, and Zip code. All four are required. 4. Optionally add a Contact name, a Con
- How do I send a blast to only the right buyers?Launch the blast from the property's matching-buyers tab, which ranks your list by buy-box fit and engagement heat. That is the "send it to the buyers this deal actually fits" path.
- What is the difference between my plan and my wallet?Your plan (Starter, Professional, or Scale) is your recurring monthly platform fee, billed through Stripe. The wallet is separate prepaid usage credit, at 1 credit = $0.01, that the metered features draw from.
- How do I connect CloseMagnet to my CRM?Usually the LeadAttractor team connects it for you during onboarding. If you need to connect or reinstall it, the account owner goes to Settings -> API (https://app.closemagnet.com/settings/api). An old Settings -> Integration boo
Getting started, sign-in, and your dashboard
Signing in, two-factor, your first week, and what your dashboard numbers mean.
- Where do I log in to CloseMagnet?Go to https://app.closemagnet.com/login and enter the email address your account was created under along with the password you set, then click Sign in. If you forgot your password, click Forgot password? and follow the emailed res
- Do I have to turn on two-factor authentication?Yes. Two-factor authentication is mandatory on every account and every role. You cannot reach the app until you enroll an authenticator app, and you will be prompted for a code on future sign-ins.
- Which authenticator apps work with CloseMagnet?Any standard TOTP authenticator app works. Google Authenticator, Authy, and 1Password are all supported.
- I got a new phone and lost my authenticator. How do I get back in?Contact your account owner or support to have your two-factor factor reset. Once it is reset, you can re-enroll a fresh authenticator at the setup screen (https://app.closemagnet.com/mfa/setup) by scanning the QR code or entering
- Why can't I scan the two-factor QR code?Some devices block camera access, which stops the scan. On the setup screen at https://app.closemagnet.com/mfa/setup, click the "Can't scan?" option to reveal the manual setup key, then type that key into your authenticator app by
- What is the "Get set up" checklist on my dashboard?It is the first card on your dashboard, and it tracks the first actions that make the platform useful: Account created, Workspace configured, Add your first 10 buyers, Set buy-boxes on 5 buyers, Mark a property marketable, and Sen
- What do the numbers on my dashboard mean, and are they real?Every figure on your Voice AI dashboard at https://app.closemagnet.com/dashboard is computed live from real activity inside the platform: calls placed, minutes used, leads captured, and campaigns running. None of it is typed in by
- Why do I only see "Your charge" and not the underlying cost?Client-facing screens always show costs as your charge. Provider cost and markup are never displayed. This is by design across the dashboard, call logs, billing, and every other surface.
- What date range does my dashboard show by default?The default window is the last 30 days. The date-range picker at the top of https://app.closemagnet.com/dashboard also offers Today, Yesterday, Last 7 days, Last 90 days, This month, and a custom range. There is no all-time option
- Why is my connection-rate tile blank?The Inbound and Outbound Sales Connection Rate tiles show a dash only when there are no eligible calls in the window. If there were calls but no rep marked any of them Connected, Do-Not-Call, or Callback, the tile shows 0 percent
- Why does my connection rate look lower here than in my CRM?CloseMagnet counts a connection only when a rep confirmed Connected, Do-Not-Call, or Callback. A CRM marking a call "completed" does not count by itself, so the CloseMagnet number is stricter and more honest.
- Do AI calls and text messages count in my KPIs?No. The call-activity tiles on the KPIs page measure human selling activity only. AI agent calls and SMS are excluded so you see what your people are doing.
- What benchmarks does the platform compare me against?The Benchmarks card in Deal Analytics compares your recorded close rate, assignment fee and days to close with the targets shown on that screen. It reports On target, Off target or No data for the selected window.
- What is cost per contract and where does it come from?On screen it is called Cost per property under contract: marketing spend divided by the properties under contract that spend produced. It is shown per campaign and source in the Return on spend table on the Marketing tab of the KP
- Why does my Marketing tab show no headline numbers?Headline ROI figures appear only when there is real recorded spend and a real denominator. Until you add spend rows there is nothing to divide against, so the tiles stay empty rather than showing zeros.
- Why do I see a coverage warning banner on my KPIs?There is no coverage warning banner on the KPI Dashboard. What you may see is a Partial Answer Evidence badge on the Human Talk Time by Rep card. It means some calls in the window are missing your LeadAttractor CRM's answer result
- Where do I find each feature in the left navigation?The rail is one ordered list with a Voice AI divider in the middle. Above it: Ask CloseMagnet when entitled, immediately followed by KPI Dashboard, then Coaching, Comps, Properties, Transactions, Commissions, Deal Blasts, Deal Ana
- Why does my teammate see different menu items than I do?Access is controlled per account and per member. Surfaces are enabled for your account, and the account owner can narrow individual members down to specific surfaces, so two people on the same account can see different rails.
- Is my data isolated from other CloseMagnet accounts?Your account permissions control which CloseMagnet records you and your teammates may access. Team access can be narrowed by surface, and owner-only settings and credential controls remain protected.
- What happens after I sign up?Follow the onboarding instructions sent to the account owner. The team prepares your account, CRM connection, pipelines and enabled features with you. A new account can be empty until those parts are configured and real activity a
- Why is my portal empty? Is it broken?Nothing is broken. Your portal stays mostly empty until it is built together with you on the onboarding calls. That is where your CRM, pipelines, workflows, and settings are configured for your business, so an empty portal right a
- When can I start texting?Start only after the required business/carrier registration and the sending connection are approved for your account. Your onboarding team can explain the current status and any missing business details.
- How long until I go live?Your onboarding team confirms the launch plan after reviewing your CRM, sender domains, lead sources, team access and phone setup. Book the requested calls and provide accurate business details so avoidable corrections do not hold
- What happens on the tech-setup call?The team works through the account setup with you: CRM connection, email, lead sources, staff access, domain and phone setup, plus the billing and usage settings that apply to your plan.
- What is the Deal Analytics area?Deal Analytics at https://app.closemagnet.com/analytics is your deal-outcome reporting surface. It opens on a 90-day window and carries three tabs: Overview, Buyer Analytics, and Deal Analytics.
Voice AI, leads, phone numbers, call logs, and coaching
Campaigns, lead states, imports, phone numbers, call logs, recordings, and coaching scores.
- Why did my new campaign not start dialing?New campaigns always save Paused, and they will not dial until you put them live with the Resume button at the top of the campaign.
- What are the three types of Voice AI campaign?One engine covers three campaign types, all created at https://app.closemagnet.com/campaigns:
- How do I create a Voice AI campaign?1. Go to https://app.closemagnet.com/campaigns and click New campaign (https://app.closemagnet.com/campaigns/new). If your plan has a campaign cap, the Campaigns list shows how many you have used (for example "2 of 5 used"). 2. Gi
- Which time zone does my campaign schedule use?Read the saved Schedule settings on the campaign before activating it. Review the timezone option, allowed days, daily window and optional run dates together; do not assume a schedule shown for your account is automatically the sa
- How many times will the AI call one lead?By default, up to 3 calls per drop, capped at 3 per day, spaced 90 minutes apart. A "drop" is one batch of attempts on a lead.
- What makes the AI stop calling a lead?Hitting the bound success metric marks the lead won and stops the dialing. In the campaign editor's Success Metrics section you bind a real structured-output field from the assistant, for example appointment_booked = true. When a
- Can I edit a campaign while it is running?No. Live campaigns are settings-locked. To change any setting, pause the campaign first, make your edits, then resume or reactivate.
- Why does a call say voicemail but I heard a person?Voicemail detection is not perfect, so a live person can sometimes be classified as voicemail.
- What are the named AI agents and what does each one do?Calls are run by named agent personas, each built for a specific job rather than one generic bot:
- What does the activation readiness gate check before a campaign goes live?The platform checks what is missing so there is no mystery about why a campaign is not dialing. When you click Resume, a campaign goes live only when it has:
- How do I keep cold calls from inflating my lead counts?Turn on the cold-calling toggle in the campaign editor's Outbound behavior section. It keeps cold contacts out of the goal math so a cold campaign does not distort your New Seller Lead counts.
- What do Lead Information Extraction and Smart Do Not Call do?Both live in the campaign editor's Advanced Controls section and are self-cleaning behaviors, each with a copyable prompt snippet:
- How fast does an inbound number or web widget answer a call?Inbound calls to a bound number are answered live, with the right assistant selected for that number in under 3.5 seconds.
- Why is my website voice widget offline?The widget campaign is paused. Pausing a widget campaign takes the website widget offline immediately, acting as a remote kill-switch.
- What does each lead state mean?Each lead shows a call status in the All Leads table (https://app.closemagnet.com/leads):
- How do I import a list of leads?Most leads arrive from your LeadAttractor CRM, which drops them into your campaigns. For a CSV list, send the file to your LeadAttractor team and they import it for you. The import maps your columns (phone is required, plus first
- Will re-importing the same CSV create duplicate leads?No. CSV imports, which your LeadAttractor team runs for you, match on the phone number, and the Lead API does too, so pushing the same lead twice updates it rather than duplicating it.
- How do I push leads in from another system?Use the campaign's Lead API. Open an outbound campaign and go to its Manage Leads via API tab, which documents Add Lead, Get Leads, Update Lead, and Remove Lead with cURL, JavaScript, and Python samples already pointed at that cam
- Who can see the Lead API token?Only the account owner can reveal or regenerate the account API token and mint scoped credentials, at https://app.closemagnet.com/settings/api. Other members can open the API tab and see the Client ID and whether the token exists,
- Why is a lead marked invalid?The number or record could not be dialed, for example a malformed or unreachable phone number.
- How do I mark a lead do-not-call without deleting it?Use the Do not call toggle on the lead's row in the All Leads table (https://app.closemagnet.com/leads). It stops the lead from being dialed but keeps the record, which keeps you compliant without losing history.
- How do I filter and export my call logs?Open Call Logs at https://app.closemagnet.com/call-logs. The log lists Customer, Type (Outbound, Inbound, or Widget), Status (Connected, Voicemail, No answer, or Not attempted), End Reason, Call ID, Phone Number, Campaign, Success
- Can I listen to a call and read what was said?Yes. Open any call from Call Logs (https://app.closemagnet.com/call-logs) to see its full detail: outcome and transport badges with stat tiles, an inline recording player, the AI's post-call summary, a coaching summary, the struct
- Why does a recording link stop working when I copy it?Each time you open a recording, a fresh short-lived signed link is generated, and playback links are never stored. So a copied URL expires shortly after.
- Why did my Lead API request return a 401 or 429?A 401 means the Bearer token is missing, wrong, belongs to another account, or does not carry the scope that route requires. The account owner can reveal the account API token or check the scopes on a minted credential at https://
- How many phone numbers does my plan include?Your plan and account configuration determine your available numbers. Open the Phone Numbers view to inspect the numbers currently linked to your account, and ask your onboarding team to confirm the allowance included in your agre
- Do I have to buy or set up my own phone numbers?Your onboarding team confirms how numbers are supplied for your plan and configures the voice inventory. Do not purchase additional numbers just because an account is still being set up.
- What is the difference between local-presence and round-robin rotation?A pool is a group of numbers the dialer draws from, with a rotation strategy that decides which number is used for each call:
- What is a per-number daily cap and why set one?A per-number daily cap is the maximum number of calls a single number may place in a day. Caps spread volume across your numbers and keep any one number from being over-used, which protects deliverability and number health.
- Where do I create or edit a number pool?Pools are created and edited inside the campaign editor, which is an operator control. The Phone Numbers page at https://app.closemagnet.com/phone-numbers is the read-only management and overview view.
- What does the Import column on the Phone Numbers page tell me?The Import column tells you whether a number is present in your live voice AI inventory:
- Why is one of my numbers marked inactive?Its status is not active in your inventory. An operator manages number status and import, so ask them to confirm the number is imported and active.
- Why are my outbound pickup rates low?A common cause is round-robin rotation on out-of-area leads, because the caller ID does not look local to the person receiving the call.
- Are all my calls scored, or only some?Every answered call is eligible for a 0-to-100 score with a written coaching summary. Two guards apply: unanswered calls never enter coaching, and automatic scoring skips calls shorter than the minimum length (default 60 seconds).
- Why was a particular call not scored?Most often the call was unanswered (unanswered calls never enter coaching), it was shorter than the 60-second minimum, or auto-summarize is off.
- Why do only answered calls show in coaching?The answered-only rule is enforced at multiple layers so your coaching scores reflect real conversations, not dead dials and voicemails. That is what makes a rep's average meaningful.
- Why are my CRM calls not showing up in coaching?Answered calls from your CRM mirror into coaching automatically only when recording and transcription are both turned on in your CRM. Turn both on so calls arrive with a recording and a transcript ready to score.
- What is the 60-second minimum call length for?Automatic scoring skips answered calls shorter than the minimum length (default 60 seconds) because there is not enough conversation to coach.
- What does auto-summarize do and why is it off by default?Auto-summarize scores and summarizes answered team rep calls automatically. It ships OFF (in Coaching -> Settings) so there is no AI spend on team calls until you opt in. While off, manual summarize is always available.
- Do my AI agents' calls get scored too?Yes. The AI Calls tab in Coaching scores your AI agents' own calls on the same 0-to-100 scale, so your bots are held to the same standard as your humans.
- How do I coach a call from Zoom, Google Meet, or Fathom?Send it in through the external transcript webhook. POST to https://app.closemagnet.com/api/v2/coaching/calls with your CloseMagnet API token in the Authorization Bearer header. Include who made the call, the required transcript a
- Can I add a call to coaching by hand?Yes. The account owner or an operator can add a team call manually. In CloseMagnet, go to Coaching -> Team Rep Calls, click Add call, and fill in the details: the rep who made it, the contact, and the transcript.
- What do Hot, Warm, and Cold mean on the Deal scoring tab?The Deal scoring tab ranks your in-window conversations by how likely they are to close:
- Does call coaching cost me anything?AI coaching uses your account's credit wallet when a coaching run is requested. Automatic scoring and manual scoring are separate actions, so turning automatic scoring off does not make a manual AI run free.
- What are Team Roll-Ups and the Rep report in coaching?Both are AI-written coaching reports in the Coaching surface (https://app.closemagnet.com/coaching):
- Why is a recording missing right after a call?A CRM can publish a recording after the call itself appears. CloseMagnet checks for late recordings, so a recent call may fill in later without you changing it.
- Where did my old coaching reports go?Nowhere. Saved coaching reports are immutable history: each run gets its own stable ID and link, and generating a new report never overwrites an older one.
- Why does a call show a phone number instead of a name?The Name column falls back to the phone number when the caller is not known yet. It is shown in a muted style, so the cell never claims the number is a real name.
Comps and buyers
Running comps, ARV and offer bands, your buyer list, the Directory, and Get Buyers.
- How long does a comp take?The comp engine runs in the background, so you can keep working while it does. When you click Run comp, the form confirms the request right away, and the finished comp appears in your comp list with its ARV, as-is value, and cash
- How do I run a comp?1. Click Comps in the left menu (https://app.closemagnet.com/comps). 2. Click Run a comp to open the comp form. 3. Enter the Street address, City, State, and Zip code. All four are required. 4. Optionally add a Contact name, a Con
- Where does the ARV on a comp come from?The comp engine provides an Engine ARV and an ARV range, shown on the comp's Overview tab under Offer Report Values, next to the as-is value, monthly rent, and the confidence score.
- What are the three offer bands on a comp?Comps no longer use three offer bands. Your offers are calculated under four exit strategies: Quick Cash, Fix & Flip, Novation, and Buy & Hold. They appear as cards in the Offer Strategy Summary on the comp's Overview tab and in d
- Can I change the repair number on a comp?Yes. Open the comp and go to its Rehab tab. Set Source to AI Estimate, Checklist Estimate, or Manual Amount, adjust the checklist items if you use one, and click Save Rehab. The amount you chose becomes the Effective Rehab.
- Is a comp the same as an appraisal?No. A comp is a triage tool, not a licensed appraisal. It is built to tell you fast whether a deal is worth pursuing and roughly what to offer. It does not replace a formal valuation or a licensed appraiser.
- How many comps do I get, and what do extra comps cost?Your account's plan determines its included comp allowance. Check the current allowance and recorded usage in CloseMagnet rather than relying on an older plan comparison.
- How do I turn a comp into a deal?1. Open the comp from Comps (https://app.closemagnet.com/comps) and stay on its Overview tab. 2. Click Property Link. 3. Click Create and apply to property, then Confirm and apply. To use a property you already have, pick it under
- Do I have to sync my buyers to my LeadAttractor CRM manually?No. Buyers sync automatically to your LeadAttractor CRM on every in-app path that creates or changes a buyer. There is no sync button.
- Why is a phone number required to add a buyer?Phone is an identity and deduplication field used to link the buyer with the connected CRM contact. Use a real phone number you are authorized to store; a readable US example is +1 (916) 555-4566.
- What happens to a Do-Not-Call buyer?A Do-Not-Call (DNC) buyer is suppressed from all outreach but never deleted. The record and its history stay in your list, so you remain compliant without losing information.
- Can I search my buyers in plain English?Yes. On the My Buyers tab (https://app.closemagnet.com/buyers), type your audience into AI Buyer Search in plain English, for example "VIP cash buyers in Phoenix doing at least 2 deals a month under $300k," and click AI Search. AI
- What does it cost to reveal a directory buyer?A flat 10 credits, which is $0.10 (1 credit = $0.01). Pulling a buyer copies their contacts into your own buyers list: the buyer is created or merged with one you already have, tagged "directory buyer," and linked to a LeadAttract
- What is the difference between the Directory and Get Buyers?The Directory lets you pull proven buyers that already exist in a shared pool of cash buyers discovered across the platform. You can filter it by market, buyer type, number of deals, average price, and last purchase, 100 cards per
- Will Get Buyers charge me for buyers I already have?LeadAttractor de-duplicates known buyers before contact matching whenever possible, so it does not intentionally buy the same contact match twice. Property records are metered separately, including records that later cluster into
- How much skip tracing is included, and what happens to Do-Not-Call numbers?Skip trace finds a phone number for a buyer that does not have one. 50 skip-trace matches are included each month. You are charged for matches, not attempts, and beyond the included allowance traces draw from your wallet.
- What happens if Get Buyers needs more credits?The free estimate prices the property records. Before each paid batch, LeadAttractor also reserves enough available credit for possible successful contact matches.
- What is the Map tab in Buyers?The Map tab is a buyer discovery map. Go to Dashboard -> Buyers -> Map (https://app.closemagnet.com/buyers-map) to see recent investor purchases plotted across any market you search.
- How do I find buyers near a deal?Open the map already centered on the deal. A property record and a Get Buyers estimate each carry a map button, and it opens Dashboard -> Buyers -> Map (https://app.closemagnet.com/buyers-map) prefilled on that address and market.
- How does buyer matching rank buyers?Matching reads your whole buy box, including the free-text fields. Investor notes, perfect deal, and deal breakers all count, not just the dropdowns and the number ranges.
- What is the Buyer Analytics workspace?Buyer Analytics ranks your buyers against your deals. Click Deal Analytics in the left menu (https://app.closemagnet.com/analytics) and open the Buyer Analytics tab.
- What do the Buyer Profile cards show?A buyer profile is five bordered cards: Buyer Identity, Target Market, Buyer Status and Strategy, Buyer Details, and Deal Preferences and Notes. Click Buyers in the left menu (https://app.closemagnet.com/buyers) and click a buyer.
Deal blasts, deal sites, and properties
Deal blasts, delivery and Do Not Call rules, deal pages, your buyer website, and properties.
- How do I send a blast to only the right buyers?Launch the blast from the property's matching-buyers tab, which ranks your list by buy-box fit and engagement heat. That is the "send it to the buyers this deal actually fits" path.
- Why does my blast SMS not include the deal link?By design. SMS never carries a link, which protects your numbers from carrier link-filtering. This is enforced at multiple layers, and any link the AI produces in an SMS is stripped out.
- What do Blast Results and Offered mean?Open a blast to see its numeric Blast Results and recipient list. Sent, Delivered, Opened, Clicked, Replied and Offered describe different recorded outcomes; selecting a result helps you find the matching buyers.
- Will Do-Not-Call buyers get my blast, and what is the Send Window?Do-not-contact, CRM do-not-disturb and the stored channel/compliance restrictions are checked before outreach is released. A recipient held out of a channel keeps a reason; selecting an audience does not override suppression.
- Do I need a web designer to make a deal page?No. You fill in a form and the branded page builds itself, on your domain, with your logo and colors.
- Can buyers see my ARV on a deal page?Only if Show ARV on the public page is on for that deal. It is on by default. Turn it off and the estimated spread is not computed on the public page either, so hidden numbers never leak.
- Are custom white-label domains only on higher plans?No. Custom domains are available on every plan. Your site and every deal page can run under your own brand's web address.
- What happens when I accept an offer?Accepting an offer asks you to confirm first. It moves every other active offer on that property to Backup, and it moves the deal to Buyer Lined Up if the deal was at or before Marketing; otherwise the stage stays where it is. The
- How many stages does a deal move through, and when can I publish it?Every property moves down a ladder of 15 stages from New Deal to Closed, plus two end states (Fell Through and Dead), for 17 in total. Setting Fell Through requires a reason so your fall-through analytics can show why deals die.
- Why can't I move a deal to closed?There is an earnest-money hard gate, and it covers more than the last step. Buyer EMD, Pre-Closing, Clear to Close, Closing, and Closed each require an accepted offer with its earnest money received. The gate is enforced, not advi
- What is my public buyer website?It is a branded website your buyers visit to see your deals and act on them. It runs on the platform host at https://deals.closemagnet.com/{your-slug} or on your own custom domain, where the site sits at the domain root.
- How do buyers register and submit offers on my website?Buyers join through the Buyers Club form on your site, and they submit offers directly from any property page. Identity is phone-first: the phone number is what the platform matches on, so a returning buyer is recognized rather th
- Why can't I activate my website yet?Because a required field is still blank, and the panel names the exact ones. You see a message in the form "Website not activated. Complete a Website address, Legal business name" that lists every missing item by name.
- How do I edit my website's brand and content?Open Dashboard -> Properties -> Website and edit it there. The editor is grouped into your brand, the Deals page, Buyers Club content, About, contact details, legal details, the approved claims, and the header call to action.
- Where do I manage my public website?On the Properties surface, not in Settings. Go to Dashboard -> Properties and open the Website tab (https://app.closemagnet.com/properties?view=dealsite). That one tab owns everything public: the Website address, activation, brand
- What is the readiness check on a new deal blast?The composer helps you review the audience, property facts and message before sending. Missing photos, a description, price or a small audience can be highlighted so you can improve the deal presentation.
- Where do I see whether each buyer actually got my blast?Open the blast and inspect its recipient list. Each buyer has separate email/text status and recorded engagement, with the actual message available to review. Sent means submitted; Delivered requires matching delivery evidence. An
- What is the external Do Not Call scrub on a blast?It is an optional paid check against external Do Not Call and litigator lists, run before your SMS goes out. Turn it on in the composer with "Scrub phones against DNC / litigator lists before SMS". It stays off unless you switch i
- What do the buttons on my Properties list do?They let you start the next piece of work without opening the property first. Each property gets its own row carrying its stage, key dates, and its own actions, so you can scan the list and act straight from it.
- How do I record JV compensation on a deal?Set it on the property's JV card. Compensation is owned by that single card so competing controls cannot disagree about how you get paid. Open the property from Dashboard -> Properties and edit its JV details.
- How do I connect Mailgun to the Buyer Email Inbox?Open Deal Blasts -> Settings (gear) -> Email Sending -> Add Client Email, then choose Mailgun and Direct Provider Receiving. Prepare your client-owned account, verified domain, sender/reply addresses, actual region and provider al
- How do I connect SendGrid to the Buyer Email Inbox?Choose SendGrid and Direct Provider Receiving in Deal Blasts -> Settings -> Email Sending -> Add Client Email. Prepare the authenticated sender domain, receiving hostname, SMTP credentials and the required signed receiving and del
- What tests remain before I can use my connected buyer email?First complete the receiving, sender, delivery-tracking, opt-out and provider-limit checks shown for your saved connection. If Receiving Check Required is shown, CloseMagnet support must finish that check before activation. A succ
- Set Up Buyer Email in CloseMagnetStart with Mailgun's Free plan if keeping the provider subscription at $0 is your priority. Use this guide to prepare sending, replies and delivery tracking in the CloseMagnet Inbox, with SendGrid as the alternative.
Transactions, flips, and commissions
Workfiles and checklists, fix and flip budgets, and how commissions are calculated.
- When does a transaction coordination workfile get created?Automatically. One workfile is created per property, the moment the deal exists (and by the time it is under contract), so coordination never depends on someone remembering to spin one up. You never create it by hand.
- What date should I enter first on a workfile?The ratification date, on the workfile's Overview tab. The deadline engine uses it to compute most task due dates, so setting it correctly puts the whole schedule on the right timeline.
- Why are there two earnest-money deposits on a deal?Because a wholesale or double-close deal has two: the seller-side EMD you put up, and the buyer-side EMD your buyer puts up to you. Losing track of either is a common way deals fall apart.
- How do external emails to sellers and buyers get sent from a workfile?Never automatically. You trigger a one-click template, then a compose-before-send modal shows you the exact email with merge fields resolved, an editable subject and body, a fixed recipient, and a wire-fraud warning footer that is
- Does the AI contract audit change my contract data?No. The AI contract audit only fills fields that are still empty and flags mismatches for your review. It never overwrites a value you already entered.
- How does a Fix and Flip project get created?Automatically, when a Fix and Flip deal closes. When a property whose exit strategy is a flip closes, its rehab project opens in the Fix and Flip portfolio (https://app.closemagnet.com/transactions?view=flip), one project per clos
- What do the four money states on a budget line mean?Every Fix and Flip budget line tracks money in four states:
- Where do I manage property access codes, and who can see them?Manage property access details on the Fix and Flip project's Vendors and Property Ops tab. These are sensitive details: only an authorized owner/admin should reveal a complete code, and the application can show a masked value to o
- Does the AI inspection cost money?Yes. The AI inspection extraction is a metered AI run that you confirm explicitly before it starts, and it draws from your credit wallet based on AI usage (1 credit = $0.01). A retry never charges you twice.
- Where do commissions come from, and what are the four dollar states?Commissions come from your recorded closings. When a closing event is recorded on a deal, the engine computes the commission from your plan (the deal code, role, calculation basis, and rate) and it appears on the ledger. Nobody ty
- Can I change the commission rates, and can my reps see each other's pay?Yes to changing rates. The account owner or a workspace admin can set every deal code's rate, calculation basis, role, and eligible exits in Commissions -> Plan Settings. There are ten built-in codes: Assignment Deal, Rehab / Flip
- How does a flip commission work across two closes?A two-close flip commission pays on a configurable first-close basis (default $10,000) at the first close, with the plan and rate locked in at that point.
- How do I use the workfile checklist?Open the workfile and start on its Checklist tab. Each card carries a Done checkbox, an assignee selector, a Not Applicable control, and its own note, and the four never overwrite each other.
Billing, wallet, team, and goals
Plans, wallet credits, auto-refill, teammates and access levels, and goals.
- What is the difference between my plan and my wallet?Your plan (Starter, Professional, or Scale) is your recurring monthly platform fee, billed through Stripe. The wallet is separate prepaid usage credit, at 1 credit = $0.01, that the metered features draw from.
- What are the plan tiers and prices?Review the current CloseMagnet Pricing page and your own Account & Billing screen. Your agreement, enabled features and included allowances determine what applies to your account.
- What draws credits from my wallet?The credit wallet (1 credit = $0.01) is drawn down by:
- How much are voice minutes?Your Billing page shows your account's configured Voice display rate as $X/min. Final usage is recorded only after a connected call settles. Dial tone, unconnected attempts, and temporary authorization holds are not finalized usag
- What happens if my card is declined?It depends on which payment failed.
- How do I top up my wallet and turn on auto-refill?1. Click your avatar, then Settings, then Account & Billing (https://app.closemagnet.com/settings/billing). This is an account-owner surface. 2. Review your Wallet balance, Usage this month, and Voice pricing at the top. 3. In the
- How do I invite a teammate, and what can each access level do?The account owner adds users. Click your avatar, then Settings, then the Team tab (https://app.closemagnet.com/settings/team). In the Add a user card, enter the person's email, choose their Access level, and click Add user. They g
- How do goals turn into daily targets?You enter a desired annual gross revenue plus seven planning inputs on the Inputs card of the Goals tab of the KPI Dashboard at https://app.closemagnet.com/performance?view=goals, and the platform works backward into an activity p
- Do transcripts cost credits?Transcripts your LeadAttractor CRM already captured cost nothing extra. They arrive with the call and are stored as they are.
- What happens to a removed teammate's history?Removing a member never erases their work. Every transaction, task, commission entry, and rehab or flip item they touched keeps its attribution, relabelled to show the person is gone.
Your CRM
How your LeadAttractor CRM connects to CloseMagnet, what syncs, A2P, and booking.
- Do I have to build my own CRM?You do not have to build a CRM yourself. If your agreement includes a LeadAttractor CRM installation, the team prepares it with you during onboarding. Confirm the included pipelines, workflows, templates, support and training agai
- How do I connect CloseMagnet to my CRM?Usually the LeadAttractor team connects it for you during onboarding. If you need to connect or reinstall it, the account owner goes to Settings -> API (https://app.closemagnet.com/settings/api). An old Settings -> Integration boo
- Which CRM settings must stay on for CloseMagnet?Three settings in your LeadAttractor CRM are load-bearing:
- Why does my call show in KPIs but not in coaching?This is expected behavior, not a bug. Answered human calls count in your KPIs almost immediately, but a call only enters Coaching when it is a real, transcribed, long-enough human conversation.
- What syncs to my CRM, and what does not?Syncs from CloseMagnet into your CRM: buyers write back to their contacts (about 30 buy-box fields plus standard address), offers push a note onto the buyer's contact, and lifecycle tags (buyer active/not active, and seller in-con
- Who handles A2P registration, and how long does it take?A2P 10DLC is the required carrier registration that lets your business send texts from a local number. LeadAttractor handles brand and campaign registration for you during your install. You provide accurate business details and sa
- How do appointments get booked?Into your LeadAttractor booking calendars, which are part of your install. When an AI voice agent is on a live call and the lead is ready to meet, the agent reads your true free slots from the CRM calendar and creates the appointm
- Bring Your Own CRMConnect CloseMagnet to the CRM you already use. This guide explains the available connection paths, what information moves, which credentials to create and how to check your setup. The API Reference supplies the exact fields, resp
Support limits and missing data
What support can and cannot change for you, and data that is not available.
- Can support process a refund, cancel my plan, or change my billing?Those requests are handled by a human on the LeadAttractor team, not by the support assistant. Anything that touches money, contracts, or account state is escalated to a person.
- Can I get coaching scores for calls from before coaching was turned on?No. Coaching is answered calls, going forward only. There is no historical transcript recovery, so scores start accumulating from the point coaching is live; you cannot backfill scores or transcripts for old calls.
- Why does my Commissions tab show no statements?Statements and ledger entries are per member, and every entry needs a real platform member. A client with no member profiles (a brand-new team, for example) has no statements yet, and the page reads "No commissions for" the month,
Working a lead day to day
What to do with a new lead, follow-up stages, offers, and closing out a lead.
- A new lead just came in. What do I do?Work it fast while it is New Untouched, which is a brand-new lead nobody has contacted yet. The moment you make a contact attempt, the lead becomes Discovery, and it stays there while you figure out whether it is a real selling le
- How many times will it dial a new seller lead?On each attempt, the dialer makes 2 dials in a row if there is no answer. Attempts climb a ladder from Attempt 1 through Attempt 2, 3, and 4, then a Final Attempt, and each attempt sets the next follow-up, spaced wider as you go:
- The seller is interested but not ready. Where does the lead go?Put it in Interested - Add to Follow Up. Use this when the seller is interested but not ready today and fits your ideal profile, or is not distressed but their asking price works or is within 20 percent of your maximum allowable o
- How do I stop other people from calling a lead while I work an offer?Move the lead to Interested - Set Offer Status. That locks the lead to the assigned manager, so no one else on the team calls it while you work the offer. Use it when you are actively working the deal: due diligence after the proc
- My offer was not accepted. What happens next?The lead becomes Offer Not Accepted, which means the first offer was turned down and a manager reviews whether you can come up. After that review, the lead moves to Offer Follow Up, which follows up every 7 days for 10 weeks. If i
- The deal is under contract. What does that do?Set the lead to In Contract. That updates your KPIs and moves the deal into your Dispo pipeline, where it is worked as a live deal. If a deal that was In Contract later dies, your transaction coordinator sets the lead back to Inte
- What is the difference between do-not-call and not interested?They are not the same. A seller who is just not interested, might sell later, or is unsure goes to Add to Follow Up, so the system circles back to them 3 to 6 months out. Do-not-call (DNC / DND) is only for a prospect who actually
- How do I turn the AI off for a single lead?Use the per-lead AI kill switch on that lead. There are two levels. The first removes the single lead from all AI workflows, so the automation stops working it while the rest of your account runs normally. The second is a hard sto
- The property already sold. What do I do?Set the lead to Already Sold, which is for a property that sold in the last 3 months. Put a 1-year follow-up on it and skip-trace the new owner so the lead goes back into the system for later. Sellers and owners change their plans
- The seller says it is already on the MLS. What now?Set the lead to On the MLS. That runs a 30-day follow-up for 4 months to see whether the property actually sells while it is listed. Many listings do not sell in that window, so staying in touch on a monthly cadence puts you first
- What is the difference between Closed Deal, Lost Deal, and Dead?Closed Deal is a deal that closed and funded with title; it updates your KPIs and moves the lead out of your active pipeline into completed leads (your transaction coordinator marks these). Lost Deal is a deal you were in talks on
- The seller wants an agent or a creative deal. Where does that go?If the seller wants to go retail and is better served by a realtor, set Refer to Agent, move them to your agent-nurture workspace, and set a 30-day follow-up. If the seller looks like a good candidate for a creative offer instead,
API access and AI agents
API credentials, scopes, limits, and connecting an AI agent to your account.
- What can the CloseMagnet API do?It reads almost everything in your account, and what it writes is deliberately narrow. Its endpoints span 17 domains and the large majority are read-only. The ones that write do one of these things:
- How do I create an API credential?Only the account owner can mint one, and it happens at Settings -> API.
- What is the difference between my account API token and a scoped credential?Your account API token was minted automatically when the account was created. It sits pinned as the first row in Settings -> API with the type "Automatic", carries a fixed set of scopes, can be revealed again at any time, and can
- How do I rotate or revoke a credential?It depends which kind you have, and only the account owner can do either one.
- Which scopes should I pick?Select the fewest permissions your integration actually needs. Settings -> API shows the scopes an owner can choose. A registered system permission is not necessarily a selectable customer credential option, so follow the current
- Why is my API call getting a 401?Check the exact operation's authentication and required scope. A missing, malformed, expired, revoked or insufficiently scoped credential can be refused without revealing which check failed. A 401 alone does not prove the token is
- What are the API rate limits?The common customer API request limit is 120 requests per minute per credential and 240 per minute per source IP. Individual endpoints and the hosted MCP entry point can have their own additional bounds, so read the exact operatio
- How does API pagination work?Most list endpoints take limit and offset. limit defaults to 50 and must be 1 to 200. offset defaults to 0 and must be 0 to 1,000,000. A value outside those ranges is refused with a 400 bad_request rather than quietly clamped, so
- How do I connect an AI agent to my account?Use the hosted endpoint https://app.closemagnet.com/api/mcp with a scoped CloseMagnet credential. Your host must support remote Streamable HTTP and the documented authentication header. No CloseMagnet client-secret pair or OAuth s
- How do I connect Claude Code?Create a named scoped credential in CloseMagnet and add the remote HTTP server with its supported authorization header. Use https://app.closemagnet.com/api/mcp, not a local STDIO command or a docs URL.
- How do I connect OpenClaw?Use its current supported remote-MCP configuration to supply https://app.closemagnet.com/api/mcp and a scoped credential through the documented header. CloseMagnet's requirements are remote Streamable HTTP and fixed credential-hea
- How do I connect Codex?Configure a remote MCP entry for https://app.closemagnet.com/api/mcp. Prefer a protected environment-variable reference for the bare scoped credential, or use the documented static Authorization header configuration without commit
- What is the closemagnet-crm skill?It is the usage playbook that teaches a connected agent to use your CloseMagnet tools well: the ground rules, which tool answers which kind of question, the id and pagination rules, the error table, and the safe habits.
- Can a connected agent send messages or spend money?It can never send a message: no text, no email, and no call to a lead, a seller, a buyer, or a title company. It can spend money in exactly one way, and only if you grant it that scope: requesting a comp report, which is metered p
- Where do I approve what an agent drafted?In one of two places, depending on what it drafted:
- How do I push buyers in from my CRM?POST to https://app.closemagnet.com/api/v2/buyers using your account API token in the Authorization: Bearer header. Send your CRM's stable contact identifier in ghl_contact_id; this is the recommended deduplication anchor for this
- How do I push properties in?POST them to https://app.closemagnet.com/api/v2/properties with your account API token in the Authorization: Bearer header. The one required field is address; without it the request is refused with a 400 bad_request.
- How do I send KPI events in?POST them to https://app.closemagnet.com/api/connector/kpi with two headers. Authorization: Bearer carries a scoped API credential with the kpi:write scope, which the account owner creates on the API tab of Settings. x-kpi-type na
- Why did my API call return 400?Because validation is strict on purpose. Rather than guess at what you meant, the API refuses the request with { "error": "bad_request" }.
- What should I never do with an API credential?Never put one in a URL, query parameter, public repository, buyer note, shared screenshot or support chat. Use the documented authentication header over HTTPS and ensure your logging tools redact it; a header can still be exposed
- How do I connect the Claude app?First check whether your current app and organization policy support a remote MCP connection with the fixed credential header CloseMagnet requires. Connector forms and available authentication options vary; an OAuth-only form cann
- How do I connect a ChatGPT or Codex app?Check the current product's MCP configuration and organization policy for a supported remote HTTP connection and credential-header option. Do not assume the web and desktop forms expose identical authentication fields or that a fi
- How do I connect Viktor or another agent host?Use the host's current remote-MCP configuration if it supports https://app.closemagnet.com/api/mcp with the documented fixed credential header. Do not assume automatic authentication detection or vendor-specific fields will work w
- Connect an AI AgentConnect an authorized AI assistant to your CloseMagnet account using the hosted Model Context Protocol (MCP) endpoint. Start with one named, least-privilege credential and a read-only task. You do not need to clone or run a CloseM