How ClosedEasy works
Everything you need to know about setting up deals, client tracking, grounded AI assistance, and managing active escrows.
Setting up your first deal
Go to Dashboard → “+ New deal” → pick your template (Buyer Financed, Seller Listing, or Cash Purchase) and enter your target closing date. ClosedEasy automatically schedules milestones backwards from closing. You can reorder steps, edit dates, and add custom tasks anytime.
What your client sees on their board
One clean, reassuring board on their phone: how far along the deal is, what is happening right now, what is next, their personal action to-dos, documents, and signing links. Clients create an account, verify their email, and land directly on their board. Clients are always 100% free.
Comments & inline threads on everything
Every milestone, disclosure document, and update post carries its own conversation thread. Clients can ask questions right where the context lives (e.g. “What does this repair addendum mean?” on the document itself). Both agent and client receive instant notifications.
The grounded AI deal assistant
Clients tap the ✨ button on their board to ask questions like “What are we waiting on?” or “When is appraisal due?”. The assistant only sees that specific deal's data — never your private notes or other files. It refuses to give legal or financial advice, and agents can inspect the full transcript on the deal workspace.
Document vault & DocuSign signing links
Upload disclosures, inspection summaries, or reports (up to 10 MB) directly into the secure private vault — stored privately so only you and the clients on that deal can download them. For signatures, paste any outbound DocuSign, SkySlope, or portal URL and it appears as a one-tap link.
Smart notifications & daily reminders
Clients receive automated email and optional browser push alerts when you post updates, share documents, or when an action item is due. Clients can mute individual deals anytime. Agents receive alerts when clients complete tasks or leave comments.
Archiving deals & 1-click recovery
When an escrow completes or cancels, archive it from the deal settings. Archived deals are hidden from your active list and do NOT count against plan limits. All documents, timelines, and comments are permanently preserved and can be restored back to active with one click anytime.
Working alongside Dotloop, SkySlope & Brokermint
ClosedEasy is not a replacement for your back-office compliance software or state form libraries. Keep your broker compliance and signatures in Dotloop or SkySlope — ClosedEasy is the client-facing tracking layer that turns your service into a referral machine.
Have a question not covered here?
Reach out to our support team at support@closedeasy.com. We typically reply within one business day.