Help / Video tutorials / Agents: running deals
Questions & updates
Post updates, draft this week's update with AI, and reply to client questions on each step.
2:05 · Captions included · 6 chapters
Updated since this video was made
- New (Oct 2026): ✨ Draft reply on a client's comment writes a reply from the deal as that client sees it, into the reply box for you to edit and send.
- Changed (Oct 31, 2026): every update you post is emailed to your clients (not just the first one of the day, unless they chose important-only emails), in full, from you via ClosedEasy, and your client's reply reaches you. Updates still never send a text.
- Changed (Nov 1, 2026): “General Questions for Avery” on the client board is now “Questions for Avery”, and the client's assistant is “Ask about your deal”. Message boxes are multi-line: on a computer Enter sends and Shift+Enter adds a line; on a phone Enter adds a line and the Send button sends. “Draft this week's update” no longer replaces what you typed — the draft goes below it, with Undo.
- Changed (Nov 1, 2026): Only your client's new messages count as “new questions from your client”; new messages from your TC, a teammate or the brokerage show as “new messages from your team”. A broker watching a deal (not acting on it) doesn't get the update box.
- Changed (Nov 1, 2026): An update shows on your clients' board when you post it, but their email and push go 30 seconds later — Undo on the “Update posted” toast takes it back before anyone is told. Under each one in Past updates, Edit corrects the text (clients see “edited” and aren't emailed again) and Remove takes it off their board; an email already sent can't be taken back.
- Changed (Nov 1, 2026): Once updates come from more than one person (an introduced coordinator, a broker, a former agent), the heading reads Updates from Avery's team. A broker shows as Name (Brokerage), and an agent who handed the deal on stays Name (former agent). Comments on your deal page show the date and time before switching to “2 days ago”.
- Changed (Nov 2, 2026): If a client starts a new chat with the assistant, Client questions still shows everything they asked before, with a “Started a new chat” line where they started over.
Read the transcript
Here's how to post updates for your clients, and answer their questions, right inside the deal.
Open the deal, and go to the Questions and updates tab. Questions from your client are on the left; updates you post are on the right.
Click Draft this week's update. It writes a short note from what finished this week and what's coming up next.
Read it over, and change anything you like. Then click Post.
Your clients get it by email and push notification. Updates don't send a text; texts are kept for key moments, like a finished step, a date change, or a document request.
On Jamie's phone, the update shows under Updates from Avery.
Jamie has a question about the deposit, so Jamie taps Ask a question about this step, types it, and taps Send.
Questions that aren't about one step go in General Questions for Avery, near the bottom of the board.
Jamie can also tap the sparkle button and ask the deal assistant, which answers from this deal's own dates and to-dos.
You get an email about a new question, and a text too if you turned on Text alerts in Settings. On the deal, a banner shows it. Click Read and reply.
The lock means only Jamie sees this thread. Click Reply, type your answer, and click Send. Jamie gets an email.
A question on a step stays with that step. On the Timeline, open the step's comments, and reply the same way.
The Client questions tab shows what your clients asked the deal assistant, and what it answered. It's read-only.
On Jamie's board, your answers sit right under each question.
Alex, the other buyer, sees neither question nor your replies. Each client's questions stay between them and you.
That's Questions and updates: draft and post updates, answer each question where it was asked, and see what clients ask the assistant.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
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.