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Tour the sample deal
Explore a complete sample deal risk-free to see what you and your clients will see.
2:23 · Captions included · 8 chapters
Updated since this video was made
- The client board has a new look (Oct 2026): "Happening now" is now a "Right now" card — one sentence on where the deal stands and what is next from the client — and "Escrow Timeline" is "Timeline", one list of every step (done steps ticked, open ones expand for details, the current one starts open). A to-do asking for one document has its own Upload button under "Your to-dos".
- Changed (Nov 1, 2026): documents you upload and links you add start visible to your side only. Tick “Share with client” next to Upload (or use “Show to client” later) to share one; clients are told only then.
- Changed (Nov 1, 2026): The client's assistant (the sparkle button) is now called “Ask about your deal”.
Read the transcript
Before you run a real deal, you can explore a complete sample one. Here's how to open it, and what you'll find inside.
On a brand-new account, with no plan and no card yet, click Agents: explore a sample deal first.
Already running deals? Scroll to the bottom of your dashboard, and click open the sample deal.
You can also go to closedeasy.com/deals/sample at any time. It's a full deal, with a made-up client.
It never emails or texts anyone, and it needs no plan or phone.
Click Open the sample deal, and it opens just like one of your own.
It's marked Sample. The clients, Alex and Sam Chen, are made up, and closing is two weeks away.
There's a complete timeline. Seven of twelve steps are done, and the Today line shows where the deal stands.
The next step is open, with the note your client reads. On a real deal, checking off a step emails your clients, and texts those who opted in.
Try anything here. In Questions & updates, write an update and click Post.
On a real deal, clients get it by email. Here nobody is invited, so nothing is sent, and the update just shows on the board.
Add a document in Documents, too. Choose a file, then click Upload.
It's stored privately, and your client can download it from their board.
Under Client & invite, the sample can't invite real clients. Use Preview client board instead.
This is exactly what your client sees: you as their agent, their progress, and what's happening now.
Their to-dos and timeline are here, along with your document and your update.
Clients can also ask the deal assistant. Click the sparkle button, then pick a question.
It answers from this deal's real steps and dates, and it works on the sample, too.
On a phone, your client sees the same board, with nothing to download.
The sample stays yours. It never contacts anyone, and it keeps working even after a plan ends.
That's the sample deal: a safe place to look around before your first real client.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Getting started
3:30ClosedEasy in under 4 minutesOne real deal from start to finish: created from the contract, the client joins, steps get done, documents, a date change and closing day.
2:11Sign up and pick your roleCreate your account and choose how you'll use ClosedEasy: agent, transaction coordinator, brokerage, or client.
1:45Confirm your email and phoneConfirm your email and verify your mobile with a 6-digit code, and why the phone check protects your clients.