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Your deal board explained

A tour of the client's board: the progress ring, what's happening now, their to-dos and the full timeline.

3:07 · Captions included · 8 chapters

Updated since this video was made

  • The client board has a new look (Oct 2026): "Happening now" is now a "Right now" card — one sentence on where the deal stands and what is next from the client — and "Escrow Timeline" is "Timeline", one list of every step (done steps ticked, open ones expand for details, the current one starts open). A to-do asking for one document has its own Upload button under "Your to-dos".
  • New (Oct 2026): ✨ Explain on a shared document gives a plain-English explanation, and “Catch me up” sums up what changed since your last visit.
  • Changed (Nov 1, 2026): The board says “deal” everywhere (page title “Your deal”). The header link is “My deals” (with a switcher when you're on several deals). Your to-dos and the closing-week checklist now sit right under “Right now”, above the timeline; “General Questions for Avery” is now “Questions for Avery”, and “Documents & Signing Links” is “Documents and signing links”. Finished steps can be opened to see their comments.
  • Changed (Nov 1, 2026): Messages show relative times (“2h ago”), “Message Avery” opens the questions box, and “Send a document to Avery” sends a document that wasn’t asked for. Explain shows only on documents it can read (PDFs, photos, Word and text files).
  • Changed (Nov 1, 2026): “Mark done” on your to-do waits 5 seconds with Undo before it's saved and your agent is told, and money steps (earnest money, deposits, wires) first ask you to mark them only once your bank confirms the wire went out; after that it stays as “Done ✓” with Undo for 10 minutes. The closing checklist shows from 7 days before closing through closing day, and the Documents card (and Your records) has “Download all documents (ZIP)”.
Read the transcript

This is your deal board. It shows where your purchase stands, what's next, and what's needed from you, right on your phone.

At the top, the ring counts the steps that are done, and the banner counts down the days to closing.

Happening now is the step in progress: what it means in plain English, when it's due, and who it's waiting on. Here, that's you.

Your to-dos come next. Anything you handle yourself, like booking your movers, has a Mark done button.

If a step needs a document, tap Send the document. It takes you to that step, where you upload it right from your phone.

It shows In review until Avery approves it, or sends it back with a note.

The Escrow Timeline lists every step, from offer accepted to the keys. Completed steps fold away, and you can open them anytime.

Each step ahead shows its target date, a short plain-English note, and who it's waiting on, like your lender for loan approval.

When Avery sets an appointment on a step, like the final walkthrough, you see the time, the place, and a button to call.

Have a question about a step? Add a comment right on it. It stays between you and Avery's side.

Avery's reply shows up right under your question.

Documents and Signing Links holds the files Avery shares, links to sign online, and the documents you've sent.

Below that are the updates Avery posts, and a place to ask general questions anytime.

When Avery checks off a step, a note at the top says what just happened, and your board updates on its own. The ring moves forward.

Happening now moves to the next step. Here, that's signing the closing disclosure.

You also get a short text as each step is done, with what's next and its date. Approved documents come by text too, and you can reply STOP anytime.

The sparkle button opens the assistant. It answers from your own deal: your dates, to-dos, documents and appointments.

Rather ask a person? Tick Ask Avery directly, and your question goes to the questions thread instead.

In the last seven days before closing, a checklist appears: photo ID, the final walkthrough, utilities, and keys. Only you see your ticks.

The wire-fraud warning is a reminder: never wire money based on an email or a text. Call the verified number shown.

If wiring instructions arrive, tap I received wiring instructions. Avery's side is alerted, and you're reminded not to send money until you've confirmed by phone.

At the very bottom, Your records gives you a clean summary: the people, every step with when it was done, and the documents shared. Print it, or save it as a PDF.

That's your deal board: where things stand, what's next, and what's needed from you, with a text as each step gets done.

Up nextUploading documents from your phone1:11

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