Help / Video tutorials / Agents: running deals
Moving dates
Change the closing date with a preview of what shifts, or upload an addendum.
2:16 · Captions included · 4 chapters
Updated since this video was made
- Changed (Nov 1, 2026): The Closing day step always moves with a new closing date, even with “Save, keep step dates”. Steps with a booked appointment, and steps you added by hand with a date, stay put. A closing date more than 3 months ago or 18 months out (or an acceptance date a year off) asks you to double-check the year first. On a closed deal, changing the dates only corrects the record — no steps move and clients aren't told.
- Changed (Nov 1, 2026): The button now reads Upload an addendum — we'll find the date and price changes: a new purchase price shows as its own row to tick and apply with the dates. On a live deal, a step on a weekend or holiday shows a chip; open the step for Move to Fri or Move to Mon.
- Changed (Nov 1, 2026): Moving a step that others count from (Edit, Schedule's “Also move this step's due date”, or Move to Fri/Mon) asks “Also move N steps that count from <step>?” with each old → new date: Move them, Keep their dates (they become hand-set) or Cancel. Done steps, hand-dated ones and booked appointments stay put, and clients get one “Dates updated” notice. The closing-date preview marks those moves “(counts from <step>)”, steps that count from Closing day always move with it, and an addendum that re-dates a step lists the steps that count from it under that change.
Read the transcript
When a closing moves, here's how to update your deal: change the key dates, re-date a single step, or upload a signed addendum.
Open the deal's Settings tab. Under Deal details, change the Closing date, and the Contract acceptance date too, if it changed.
Click Save details. Before anything changes, you see which open steps move with the new date, from the old date to the new one.
Click Save and move ten steps. Or choose Save, keep step dates, to change only the deal. Steps you dated by hand stay put.
Back on the Timeline, every open step has moved to match. Steps that are already done keep their dates.
Jamie, the buyer, gets an email and a text: Closing date updated, with the new dates. Texts sent late at night wait until morning.
To move just one step, open it on the Timeline, click Edit, and change its Due / expected date.
Click Save step. The step moves to its new place, and Jamie gets a text and an email about the change.
Signed an addendum? On the Timeline tab, there's Upload an addendum. It takes a PDF, a Word document, photos of the pages, or a zip of them, up to twenty megabytes.
Click it, and pick the signed file.
ClosedEasy reads the date changes in about half a minute. The file isn't kept, and nothing changes until you review and apply.
Each change it found is listed, from the old date to the new one, with the page it's on. Check each one against the document.
Untick anything you don't want. Here, the walkthrough stays as it is. Then click Apply 2 changes.
The appraisal and loan approval move to their new dates. The walkthrough keeps its own.
Jamie is told about these changes too, by text and email. Steps that are only for your team are never mentioned.
That's moving dates: change closing in Settings, re-date one step, or upload an addendum, and your client always has the latest.
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Back to HelpMore in Agents: running deals
2:16Your dashboard explainedRead your dashboard: health badges, what clients have viewed, what needs you soon, and filters to find any deal.
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.