Help / Video tutorials / Agents: creating deals
New-deal wizard, step by step
Create a deal step by step: the side, the property, the timeline, your clients, and a final review.
2:34 · Captions included · 7 chapters
Updated since this video was made
- Changed (Nov 1, 2026): Steps dated today or earlier start ticked, and the review step says which. The default closing date is 30 days from your own today. Back moves one step in the wizard, leaving asks first, and an unfinished deal waits as a draft in that tab (Resume / Start fresh). Changing the side or how they're paying after editing steps asks first. With several clients, everyone shares one board, each with their own invite.
- Changed (Nov 1, 2026): After the property step, an address where you already have a deal shows “You already have a deal at …” with Open it or Create anyway.
- Changed (Nov 1, 2026): Step two's Next reads “Checking the address…” while it looks for a deal you already have there. If the connection drops after Create, press Create again: a deal that was already made opens instead of being made twice, and invites don't go twice.
- Changed (Nov 1, 2026): The timeline step shows each date's weekday and flags a weekend or federal holiday with a one-tap Move to Fri or Move to Mon. Insurance, loan approval and the closing disclosure now count business days before closing.
- Changed (Nov 1, 2026): In Edit steps, a step can count from another step (Counts from → Another step), e.g. 3 business days after Home inspection.
Read the transcript
In this video, you'll set up a new deal with the five-step wizard, from the side you represent to your client's invite.
Start from your dashboard and press New deal. Nothing is created until the very last step.
Step one asks who you're representing: buying, selling, or both sides. Your answer picks the timeline.
For a buyer, you also say how they're paying, with a mortgage or all cash. Then press Next.
Step two is the property. Start typing the address, and suggestions appear as you go.
Pick the right one, then add the house number. You can always type the full address by hand.
Then set the target closing date. Every step's date is counted back from it.
The purchase price is optional. If you add it, your client sees it on their board.
Step three is the timeline. Every step is already dated from your closing date, and this is the plan your client sees.
Pick a different template, like Buyer — cash, and the steps change to match. Undo puts your timeline back.
Edit steps lets you rename, re-date, reorder, add or delete steps, and save the result as your own template.
Step four is your client. Add their name, their email, and their mobile number.
With a mobile number, this box appears. Leave it ticked only if your client agreed to texts. Then the invite and their updates come by text as well as email.
Buying with a partner? Add another client. Each one gets their own invite.
Now choose when to invite. Untick Send my clients their invite now, and nothing goes out. You invite them later from the deal's Client & invite tab.
Leave it ticked to invite now. Each client gets their personal link the moment you create the deal.
Step five is one last look: the board your client will see, the first steps, and who's being invited.
When it all looks right, press Create deal and invite clients.
The deal is live. Jamie gets the invite by text and by email, with a personal link to join their board.
On the Client & invite tab, you can see each invite was emailed and texted, and resend or copy a link anytime.
That's the new-deal wizard: side, property, timeline, clients, and review. Five steps, and your client has a live board.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Agents: creating deals
2:32Start from the signed contractDrop in the signed contract and the address, clients, dates and deadlines fill in for you to check.
2:38Edit the timeline before you createRename, re-date, reorder and add steps, set client to-dos, and keep some steps agent-only before you create the deal.
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.