Help / Video tutorials / Teams & brokerages
For agents: joining a brokerage
What joining your brokerage on ClosedEasy means: who pays, what the brokerage can see, and what happens to your deals.
2:11 · Captions included · 5 chapters
Updated since this video was made
- Changed (Nov 1, 2026): if the brokerage isn't covering anyone right now (pilot ended, plan lapsed or paused), the join page says so, your live deals stay on your own account and your own plan keeps running; bring them in from Settings once it adds billing.
- Changed (Nov 1, 2026): Joining asks for a code we email to the invited address (“Confirm it's your inbox”), unless your email is already confirmed; that code confirms it. Signed out, the invite starts with “Join with a code”, with “Create an account with a password” and “I already have an account” underneath.
Read the transcript
Your brokerage invited you to ClosedEasy. Here's what joining means: what they can see, what's covered, and what happens to your deals.
The invite comes by email. Before you join, the page spells it all out.
The brokerage pays while you're with them, and your clients get boards with its brand.
They can see your deals. They can nudge you or reassign a deal, but not edit it.
If you leave, your deals stay with the brokerage, closed and archived ones too. Download your records first. Your account and personal deals stay yours.
Already paying for Agent Pro? It keeps running during the brokerage's free pilot. Once they add billing, it's set to stop at the end of what you've paid for. Nobody pays twice.
Bring my deal in is ticked: those clients start seeing the brokerage's brand. Closed personal deals stay in your own history. Click Join.
You're in. New deals you create belong to the brokerage, with its brand.
Your client's board now carries the brokerage's logo and name, plus the office phone to call.
Everything else works the same. Your clients still get a text as each step is done, and an email too.
Settings, Your brokerage, lists exactly what the brokerage can see. Its owner and admins see your deals, and can nudge you or reassign one.
In an emergency, an admin can act on a deal. You're told, and it's in the deal's Activity. They can read what clients asked the deal assistant, but your own assistant chat stays private.
Deals you run as a coordinator for agents outside it aren't part of it. Leave is right here. Before you go, download your records from Your data.
Still paying for your own Agent Pro? Billing says: Covered by Harbor Line Realty once it adds billing. No annual switch, no plan pitches.
With no plan of your own, it simply reads: Covered by Harbor Line Realty. There's nothing for you to pay or renew.
That covers unlimited active deals, client boards with your brokerage's brand, the AI assistant and contract reading, and its TC desk.
That's joining: read the invite, bring your deals, download your records before you ever leave, and your brokerage covers the rest.
Questions? Ask your broker, or open Help in ClosedEasy.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Teams & brokerages
2:58Brokerage setup wizardSet up your team or brokerage: who you are, your branding, your people, and you're ready to go.
1:56Inviting your rosterBring your agents and TCs into your brokerage: paste a list, upload a spreadsheet with team and office columns, share a join link, or verify your email domain.
2:05The command centerRun your brokerage from one page: the AI morning brief, tiles that filter deals, office and team views, nudges and reassigning a deal.