Closing a deal

Here's how to close a deal in ClosedEasy, ask your clients for a review, and stay in touch after the keys are handed over.

On closing day, Avery ticks off the last step.

Jamie gets a text, as with every step: that's all twelve done.

Then she clicks Close deal, and ClosedEasy asks how it ended.

Sale completed, fell through, buyer or seller backed out, mutual cancellation, or an expired listing. It sorts the deal on her dashboard; clients just see that it's closed.

This one is a completed sale. She picks it, and closes the deal.

A burst of confetti, and the deal is marked Closed. Close deal turns into Reopen deal.

Jamie's board celebrates too. The timeline and documents stay there for their records, and Jamie is asked how it went with Avery.

Back on the deal, a new card appears: Ask your clients for a review. It needs Avery's review links first.

One click takes her to Settings. She adds her Google and Zillow links, and clicks Save review links.

Now the card says Write it. A short thank-you is drafted for her, signed by Avery, and she can change any of it.

One gentle reminder a week later is optional. Nothing goes out until she clicks Send, and it goes by email.

On the board, Jamie rates how it went. The score is private to Avery's side, and Jamie is offered her review links, whatever the score.

Two personal emails go out later, from Avery: a settling-in note about thirty days after closing, with a referral ask, and a one-year home-anniversary note.

Both are on by default, and they're never sent by text. To skip one on this deal, click Turn off.

Not every deal makes it. Here, Avery closes a listing as Deal fell through, with a private note for her records.

There's no confetti and no review request. Her client's board just says the escrow has closed.

If it comes back to life, click Reopen deal. It's active again, and the next close asks for the outcome again.

That's closing a deal: pick the outcome, ask for a review, and let the follow-up notes keep you in touch.