Standard timelines and protected steps

Give every deal at your brokerage the same backbone: a standard timeline agents start from, with the steps you require locked in.

Open Timelines and pick a starting point. Most brokerages begin with Buyer, financed.

Give it your name, and a line agents see under it.

Click Protect on the steps every deal must keep. Here: the home inspection, the appraisal and the final walkthrough.

Open a step to write what clients read about it.

Agents can re-date, tick and reorder a protected step. They can't rename it, hide it from clients, or delete it.

Click Publish to agents. Changes only apply to new deals; deals already open keep their steps.

When an agent starts a new deal, your timelines come first and are already picked, with the required steps marked.

In Edit steps, required steps are locked: no renaming, and no delete button.

On the deal, open a required step and click Edit. Harbor and Pine Realty requires it: the name is locked, the date isn't.

Pick a new date and click Save step. Re-dating is always allowed.

Back in Timelines, each one shows how many deals use it.

Build it once, protect what matters, publish, and every new deal starts the same way.

Set up your brokerage at closedeasy.com/teams.