Help / Video tutorials

Video tutorials

58 short videos of the real product, with captions and chapters. Pick your role and start with the first one.

Getting started

3:30ClosedEasy in under 4 minutesOne real deal from start to finish: created from the contract, the client joins, steps get done, documents, a date change and closing day.2:11Sign up and pick your roleCreate your account and choose how you'll use ClosedEasy: agent, transaction coordinator, brokerage, or client.1:45Confirm your email and phoneConfirm your email and verify your mobile with a 6-digit code, and why the phone check protects your clients.2:19Start your free trialStart a 14-day free trial of Agent Pro or Coordinator Pro, what the card is for, and how to cancel.2:23Tour the sample dealExplore a complete sample deal risk-free to see what you and your clients will see.

Agents: creating deals

2:34New-deal wizard, step by stepCreate a deal step by step: the side, the property, the timeline, your clients, and a final review.2:32Start from the signed contractDrop in the signed contract and the address, clients, dates and deadlines fill in for you to check.2:38Edit the timeline before you createRename, re-date, reorder and add steps, set client to-dos, and keep some steps agent-only before you create the deal.1:54Save your own timeline templatesSave an edited timeline as your own template, from the new-deal wizard or a running deal, and start your next deal from it.2:08Add key peopleLender, title/escrow, the other agent, and how that powers the wire-fraud number.2:46Import deals from a spreadsheetPaste rows or upload a CSV, column matching, flagged problems, and invites held until you send them.2:03Invite now vs invite laterSend clients their invite when you create the deal, or save them and send, resend, replace or revoke invites later.

Agents: running deals

2:16Your dashboard explainedRead your dashboard: health badges, what clients have viewed, what needs you soon, and filters to find any deal.1:38The Today listYour Today list puts overdue work first, so you can mark steps done and nudge clients in one place.1:42Tick steps and what your client seesCheck off steps as they happen, and see the update and text your client gets each time.2:16Moving datesChange the closing date with a preview of what shifts, or upload an addendum.2:32DocumentsRequest documents on a step, review what clients upload, send things back with a note, and add DocuSign links.1:33Appointments on a stepAdd an appointment to a step with the time, place and who it's with, so your client can tap to call.2:05Questions & updatesPost updates, draft this week's update with AI, and reply to client questions on each step.1:55Your deal assistant and portfolio assistantAsk your deal assistant and portfolio assistant what needs your attention across every deal.1:20The Activity logSee who changed what and when on every deal. Clients never see the activity log.1:43Read-only share links for the lender or escrowGive the lender or escrow officer a read-only link with no sign-in, see when it's opened, and revoke it any time.1:40Automatic nudges, deadline risk alerts and the daily digestWhat ClosedEasy sends on its own: reminders, deadline risk alerts and the daily digest, and how to turn them off.2:26Closing a dealPick the outcome, the celebration, the review request, and the 30-day and anniversary notes.1:59Reopen, archive and deleteReopen a finished deal, archive it out of the way and restore it, or delete an archived deal for good.1:32Your dataDownload the full record of any deal or all your deals, and export your past clients for your CRM.

For buyers and sellers

1:25Joining your dealHow clients join from their invite with a 6-digit code. No app to download and no password needed.3:07Your deal board explainedA tour of the client's board: the progress ring, what's happening now, their to-dos and the full timeline.1:11Uploading documents from your phoneSend the document your agent asked for from your phone, see it go into review, and re-send it if it comes back with a note.1:44Asking the assistantClients can ask the board's assistant about their own deal any time, and see what it can and can't answer.1:19Wire fraud: what to doBefore wiring money, call the verified number on your board and tap “I received wiring instructions” to alert your agent.2:18NotificationsChoose how much email you get, turn on texts or browser alerts, mute a deal, and how quiet hours work.1:35Closing week checklist and your recordsThe closing-week checklist only you see, and a printable record of your whole deal to save as a PDF.

TCs on an agent's team

2:25Accepting a team invite and what you can doAccept an agent's TC invite with the email it was sent to, then work their deals under their name.2:09Adding a TC to your team (agent side)Add a transaction coordinator to your team, choose which deals they work on, and how extra seats are billed.1:30Working as the agent's TCWork an agent's deals as their TC: one Today list across agents, replies and updates, and what clients see.

Coordinator Pro

1:20Set up Coordinator ProStart Coordinator Pro as a freelance TC: sign up, start the free trial, verify your mobile, and open My agents.2:32Add an agent and get approvedFreelance TCs: add each agent you work for and get approved, while your work shows under the agent's name.1:41Run deals under each agent's nameAs a freelance TC, run each agent's deals on their own page, under their name, with walls between agents.1:19AI drafts in each agent's voiceCoordinator Pro's AI writes client updates and messages as each agent, never as you, and posts nothing until you do.1:13Handing a deal to an agentHand a deal you run on Coordinator Pro to its agent: offer it from deal Settings; they take it over on Agent Pro.1:38For agents: approving your coordinatorFor agents: approve your coordinator once, follow their deals free, and revoke or take deals over anytime.

Teams & brokerages

2:58Brokerage setup wizardSet up your team or brokerage: who you are, your branding, your people, and you're ready to go.1:56Inviting your rosterBring your agents and TCs into your brokerage: paste a list, upload a spreadsheet with team and office columns, share a join link, or verify your email domain.2:05The command centerRun your brokerage from one page: the AI morning brief, tiles that filter deals, office and team views, nudges and reassigning a deal.1:17Teams & officesGroup your brokerage into teams and offices, give leaders their own scoped view, and show each office's phone on client boards.1:25TC deskShare your brokerage's files among your TCs: the queue, assigning and dragging files, and round-robin, paired or on-request rules.1:20Standard timelines and protected stepsPublish a standard timeline for your whole brokerage and protect the steps every deal must keep, while agents can still change dates.1:01AnnouncementsPost a note to every agent's dashboard, or just one team's or office's, and end it when you're done.1:25ReportsSee what your brokerage closed, how fast, and how clients rated it, by team and agent, and export it.1:51Billing and the active-agent meterHow the active-agent meter decides who you pay for, what the free pilot covers, and how to add billing or switch plans.1:30Offboarding an agentRemove an agent with an outcome for every open deal, get their records downloaded first, tell clients once, and let agents set their own leave date.1:34Recruiting page and join requestsTurn on your brokerage's public recruiting page, then approve the agents who ask to join from it.1:30Your brokerage dataExport your brokerage's deals, people and audit trail, build the full archive, and close the brokerage when you need to.2:11For agents: joining a brokerageWhat joining your brokerage on ClosedEasy means: who pays, what the brokerage can see, and what happens to your deals.

Account & help

1:12Profile, license and your photoAdd your name, photo, license and a verified mobile in Settings, and see where clients see them.1:17BillingSwitch Agent Pro between monthly and yearly, cancel or keep your plan, and find your payments and invoices.0:54Getting helpGet help from the support chat on any page, hand it to a person, or email support.