Help / Video tutorials / For buyers and sellers
Joining your deal
How clients join from their invite with a 6-digit code. No app to download and no password needed.
1:25 · Captions included · 4 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".
- Changed (Nov 1, 2026): On an invite sent to your email there's no “Use a password instead” any more: you join with the code we email you (or, if your agent added your mobile, “Text me the code instead”). You can add a password later with “Forgot password” on the sign-in page. Already have an account? Sign in with your password if your email is confirmed; if it isn't, you're asked for the emailed code first (“Confirm it's your inbox”). An invite forwarded to someone else can't be joined by them.
Read the transcript
Your agent has set up a live board for your closing. Here's how to join it, in about a minute.
The invite comes by email, and by text too if your agent added your mobile number. Tap the link in either one.
The invite page shows your property, your estimated closing date, and how many steps are tracked.
Below that is your agent's name, brokerage, and license number, so you know the invite really comes from them.
Not you, or not expecting it? Tap Not me, decline this invite. The link stops working, and your agent is told.
Otherwise, tap Keep it, and then Accept invite.
You join with the email your agent invited. There's no password to create, and no app to download.
Rather use a password? Tap Use a password instead. Email me a code instead takes you back.
Tap Email me a code. A six-digit code lands in your inbox, and it works for ten minutes.
Type it in, and tap Join the deal.
And you're on your board. Avery is told you've joined, and you can see your progress, the days to closing, and what's happening now.
From here on, updates reach you by email, and by text if your agent added your mobile.
That's it. Tap the link, accept, type the code, and you're in.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in For buyers and sellers
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.