Help / Video tutorials / Getting started
Sign up and pick your role
Create your account and choose how you'll use ClosedEasy: agent, transaction coordinator, brokerage, or client.
2:11 · Captions included · 5 chapters
Updated since this video was made
- Changed (Nov 1, 2026): The sign-up question now also offers “I lead a team or run a brokerage” (it opens team or brokerage setup: a 30-day pilot, no card). The answer you pick is remembered, so until you start, your dashboard shows that one next step (for example “You signed up as an agent” → “Start your free trial”) with a “Choose again” link, instead of asking the question again.
Read the transcript
In this video, you'll create your ClosedEasy account and pick the role that fits how you work.
On the home page, press Start your free trial. The first thing you're asked is how you'll use ClosedEasy.
Agents choose I'm a real-estate agent. That leads to Agent Pro, and the first two weeks are free.
Buying or selling a home? You don't sign up here. Use the link your agent sent you. Clients never need a plan.
Transaction coordinators get one more question. Work for several agents? That's Coordinator Pro, also two weeks free.
Is an agent adding you to their team? Then there's no plan or card. Watch for their invite email, and create your account from that link.
Choose something else takes you back. Now let's follow an agent signing up.
The form shows the role you picked, with Change if you need it. You can continue with Google, or fill in the form.
Type your name, your email, and a password of at least eight characters.
Press Create account. You land on Billing, with Agent Pro ready to start.
Start free trial, Agent Pro begins your two free weeks. That step has its own video. We also email you a link to confirm your address.
Until you start a plan, your dashboard asks the same question, with every path in one place.
A TC for several agents gets Coordinator Pro. A TC on an agent's team, or a buyer or seller, just waits for their agent's invite.
Pick I'm buying or selling a home to see what to do. Your agent invites this exact email, by email, and by text if they add your mobile.
Lead a team or run a brokerage? Pick that option to set one up. You start with a 30-day pilot, and no card.
On the website, the Teams and Brokerages pages explain how one plan covers every agent on your roster.
That's it. Pick how you'll use ClosedEasy, create your account, and you're ready to go.
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.
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.
2:19Start your free trialStart a 14-day free trial of Agent Pro or Coordinator Pro, what the card is for, and how to cancel.