Brokerage setup wizard

This video walks you through setting up your brokerage on ClosedEasy: who you are, your brand, your people, and your first look at the command center.

Step one asks who you're setting up. Pick a brokerage, or a team, if you lead a team inside a brokerage.

Type the name your clients will see. You can change it later, and your thirty-day pilot starts with no card needed.

Step two is your brand. If your website already has your logo and colours, Import from your website reads them in, and you choose what to keep.

Or upload your logo yourself. The sample board on the right shows exactly what your clients will see.

Your brand colour is picked straight from the logo. Try another one, and the sample board changes as you go.

Then choose a light or dark tile behind the logo, whichever it reads best on.

Add the office phone clients can call. It shows on their board, and in the wire-fraud warning as a number to call. Then, Save and continue.

Step three brings in your people. Paste names and emails straight from an email or a spreadsheet, one person per line.

Every row is checked before anything goes out. Write TC on a line, and that person joins as a transaction coordinator. TCs and admins are always free.

Rows that won't work are marked in red, like a line with no email, or someone listed twice. They won't be sent.

Send the invites, and each person gets an invite in your brand, by email.

Or share the join link in your agents' group chat. Anyone who opens it asks to join, and nobody gets in until an admin approves them.

Step four: you're live. As your agents create deals, their clients get boards with your brand, and you see every deal from one page.

Each invited agent sees a page in your brand, explaining who pays, and what joining means for their deals.

Go to your brokerage, and you're in the command center.

Get Arroyo Crest Realty going lists what's left. The logo and invites are done. Next, publish a standard timeline, and add billing when you're ready.

The pilot badge counts down the thirty days, and shows how many of the ten agents it covers have live deals. Add billing any time; you're charged when the pilot ends.

Below, the tiles fill in as deals arrive: closings, overdue steps, client questions waiting on you, quiet clients, and stalled files.

And when your agents start deals, their clients get the invite by text as well as email, then a board with your brand.

That's setup: who you are, your brand, your people, and a thirty-day pilot that's already running.

Start your brokerage's free pilot at closedeasy.com/teams.