Help / Video tutorials / Agents: running deals
Your dashboard explained
Read your dashboard: health badges, what clients have viewed, what needs you soon, and filters to find any deal.
2:16 · Captions included · 6 chapters
Updated since this video was made
- The dashboard has a new look (Oct 2026): "Deals" in the menu (a sidebar on tablets and computers, with Today and Notifications), a greeting, and four tiles — Active deals, Closing this month, Waiting on someone, Overdue client tasks. Deals show as a table on larger screens, sorted by closing date, with a status such as "Waiting on lender" or "Client task overdue". "Needs you soon" is now "Needs you today", the top of the Today list.
- Needs attention also covers signings (Oct 2026): a deal with an e-signature out for signature 3+ days, or declined, voided or expired in the last week, reads Needs attention until it is signed or marked Handled.
- Changed (Nov 1, 2026): The Active deals, Closing this month and Waiting on someone tiles now filter the list, and there are “Waiting on someone” and “Closing this month” filters and a “Needs me first” sort. Your tab, search, filter and sort are kept when you go Back from a deal.
- Changed (Nov 1, 2026): Tap a “Needs attention” or “Overdue” status to see why (overdue steps, steps due within 48 hours, a stuck or declined signing), each linking to its step. Days to closing count calendar days in your own time zone (“closing today” all of closing day), and a step counts as overdue from the day after its due date in your time zone — the same on the dashboard, the deal and Today.
Read the transcript
Your dashboard shows every active deal in one place, and points you to the ones that need you. Here's how to read it.
Each deal gets its own card, with the address, your clients, and which side you represent.
The badge is the deal's health. On track means nothing is due in the next two days. Needs attention means a step is due within 48 hours. Overdue means a step's date has passed.
The dots are the steps on the timeline. Underneath, you see how many are done, the days left until closing, and the next step with its due date.
Along the bottom is your client. Invite sent, waiting to join, means they haven't opened it yet. Client viewed shows when they last looked at their board.
And a new tag means a client has left a comment you haven't read yet.
Needs you soon lists every step that's overdue or due in the next 48 hours, across all your deals, soonest first. Click any line to open that deal.
Above it are four numbers: your active deals and how many are on track, steps due in 48 hours, new client comments, and closed deals.
Use the filter to see only the deals that need attention, only overdue ones, or just your buyer or seller side.
Search by address or by your client's name.
You can sort by Closing soonest, or Recently updated. The default, Needs me first, puts overdue deals at the top, then the ones that need attention, nearest deadline first.
Saved a client without inviting them yet? Their card says Invite not sent yet, with a Send invite button. One click sends it.
When several deals are waiting, Send all invites sends every one of them at once.
Each client gets their invite by email, and by text too when they've agreed to texts.
Ready to get through it? The link under Needs you soon, or the Today button up top, opens one list of everything due across your deals.
That's your dashboard: each deal's health at a glance, what needs you soon, and every client invite in one place.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Agents: running deals
1:38The Today listYour Today list puts overdue work first, so you can mark steps done and nudge clients in one place.
1:42Tick steps and what your client seesCheck off steps as they happen, and see the update and text your client gets each time.
2:16Moving datesChange the closing date with a preview of what shifts, or upload an addendum.