Help / Video tutorials / Agents: running deals
Automatic nudges, deadline risk alerts and the daily digest
What ClosedEasy sends on its own: reminders, deadline risk alerts and the daily digest, and how to turn them off.
1:40 · Captions included · 5 chapters
Updated since this video was made
- New (Oct 2026): “Nudge client” on Today opens a reminder drafted for exactly what's missing; edit it and Send, or send the standard reminder.
- Changed (Oct 31, 2026): the automatic reminder (“Reminder: <to-do>”) still goes at most once every 48 hours, but stops after 3 for the same to-do. You're no longer emailed when your client is nudged, and At risk alerts no longer come as emails of their own: both show in your bell and in your morning email.
- Changed (Oct 31, 2026): the daily digest is now the morning email, “Today on your deals”: at 7 am your time, only on days something needs you, with one short section per deal. Its button opens Today. Turn it off in Settings → Notifications → Morning email.
- Changed (Nov 1, 2026): a to-do gets at most one nudge every 2 days, counted from the last one that actually went out — automatic or tapped on Today (taps don't use up the 3 automatic ones). “We nudged your client” and At risk alerts are bell-only (no pop-up either), and steps hidden from clients now raise overdue and At risk alerts too. The reminder now reads “It was due <date>. The next steps are waiting on it.”
- Changed (Nov 1, 2026): The morning email also lists emails sent to the deal's address that wait for you to accept or discard (counted on their own in the subject, “N emails waiting”), and when the oldest drops. Your mail app's one-click Unsubscribe turns the morning email off, and on your clients' reminder emails it mutes that deal for them (closing-date and appointment changes still reach them).
- Changed (Nov 1, 2026): On an archived or read-only deal, Automatic nudges shows “Paused” instead of the On switch.
Read the transcript
ClosedEasy follows up for you. Here's what it sends on its own, and how to turn client nudges off.
Jamie's earnest money deposit is a client to-do, and it's now three days overdue.
Once a client to-do is more than 24 hours late, the client gets a polite reminder, by email and by text.
It shows up in Jamie's notifications too. Each task gets at most one reminder every 48 hours.
You're copied on every nudge. Avery's bell, and an email, tell her that her client was nudged.
Deadline risk alerts look ahead. When a step is due within 48 hours and its required documents aren't in, you get an At risk alert.
Here, the appraisal is due tomorrow, and the appraisal report isn't in yet. At risk alerts come by email and in the bell.
Each morning, you also get a daily digest email: what's overdue, what's due soon, and documents waiting for your review.
It only arrives when there's something to report, and its link opens your dashboard.
To stop client nudges on a deal, open the Client and invite tab, and find Automatic nudges.
Every nudge sent is listed here. Untick On, and the clients on this deal won't be nudged.
Clients have their own controls at the bottom of their board, including Mute this deal's notifications.
That's what goes out on its own: polite client nudges, at risk alerts, and the daily digest. Nudges can be switched off per deal.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in 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.