Help / Video tutorials / Agents: creating deals
Edit the timeline before you create
Rename, re-date, reorder and add steps, set client to-dos, and keep some steps agent-only before you create the deal.
2:38 · Captions included · 8 chapters
Updated since this video was made
- Changed (Nov 1, 2026): Every date shows its weekday, and a step on a weekend or federal holiday shows a Weekend or Holiday chip with Move to Fri or Move to Mon (a date read from the contract only moves earlier). The built-in timelines count insurance (8), loan approval (5) and the closing disclosure (4) in business days before closing. Editing a step on a live deal has one Client can see box: it starts unticked for a team-only step, and while it's unticked, Client to-do is greyed out.
- Changed (Nov 1, 2026): A step can count from another step: the timing's “Counts from” list has an “Another step” group (days or business days before or after it, or the same day). “Offer accepted” can't, loops and chains longer than 5 steps are flagged on the row, and deleting a step others count from asks first (they switch to counting from closing, on the same dates). On a live deal, a step's Edit offers “Pick a date” or “Count from…”, and the timeline shows the rule under the step's title (never to clients).
Read the transcript
In this video, you'll shape a deal's timeline: on step three of the new-deal wizard, and later on a deal that's already running.
Step three shows every step with its date, counted back from your closing date. To change anything, press Edit steps.
Now each step is one row: its name, when it falls, arrows to move it up or down, and an X to delete it.
To rename a step, type over its name. Here, the repair negotiation becomes Sign repair request.
Open a step's timing for more options. Tick Client to-do, and the step goes on your client's to-do list.
To re-date a step, choose days before or after closing, or days after the contract's acceptance.
Here, the home inspection is due seven days after acceptance. With no acceptance date entered, that counts from today.
Tick business days to skip weekends and US federal holidays. The final walkthrough moves off Saturday, to Thursday, November fifth.
The arrows move a step. Now the walkthrough comes before signing the closing disclosure.
Don't need a step? Press its X, and it's gone.
To add one, press Add a step at the bottom, and give it a name.
Set when it's due, then tick Agent-only. A step like a compliance file is hidden from your clients.
New steps start at the end. When dates are out of order, Sort by date puts every step in its place.
Picked another timeline by mistake? You're asked first, because your edits would be replaced.
And if you do switch, Undo puts your edited timeline back, exactly as it was.
Press Done editing to see the dated preview. You can also save this timeline as one of your own templates.
Once the deal is created, open its Timeline tab. Unfold any step, and press Edit.
Change the due date. You can also choose who handles the step, and whether your client can see it.
Documents needed lists what your client must send for this step, separated by commas.
Press Save step, and the step moves to its new place on the timeline.
When a step your client can see changes date, they get a text and an email with the new date.
That's it: rename, re-date, reorder, add or delete steps before you create, and edit any step later from the Timeline tab.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Agents: creating deals
2:34New-deal wizard, step by stepCreate a deal step by step: the side, the property, the timeline, your clients, and a final review.
2:32Start from the signed contractDrop in the signed contract and the address, clients, dates and deadlines fill in for you to check.
1:54Save your own timeline templatesSave an edited timeline as your own template, from the new-deal wizard or a running deal, and start your next deal from it.