Help / Video tutorials / Teams & brokerages
Your brokerage data
Export your brokerage's deals, people and audit trail, build the full archive, and close the brokerage when you need to.
1:30 · Captions included · 4 chapters
Read the transcript
Everything in your brokerage is yours to keep. Here's how to export it, and how closing works.
Owners and admins: open Settings, then Your data. Three spreadsheets download right away: All deals, People, and Who changed what.
All deals is one row per deal: agent, side, status, closing date, clients and progress. Who changed what is the audit trail of every deal. Sample deals are left out.
Want everything? Click Build the archive: every deal's full record and every document, in a ZIP.
It builds in the background, and we email you a link. Big brokerages get it in parts. Links last seven days.
Closing is for the owner, and only once your plan can't renew. While a plan is running, even with a failed payment, the Closing card sends you to Billing.
Cancel the plan there, and choose what happens to your agents' deals: hand them to their agents, or keep them with the brokerage, read-only, for ninety days.
With no plan that can renew, like during your pilot, the card lets you close. Every deal goes back to its agent, everyone comes off the roster, and clients keep their boards.
Type your brokerage's name to confirm, then click Close.
Each agent gets an email: their deals are theirs again, read-only until they start their own Agent Pro.
That's your data: spreadsheets any time, the full archive by email, and closing, once no plan can renew.
Questions? Open Help in ClosedEasy, or email support.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in 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.