Help / Video tutorials / Agents: running deals
Tick steps and what your client sees
Check off steps as they happen, and see the update and text your client gets each time.
1:42 · Captions included · 5 chapters
Updated since this video was made
- On the client board, the current step now shows as a "Right now" sentence and an open row in the Timeline, instead of a "Happening now" card (Oct 2026).
- New (Oct 2026): clients hear about a checked-off step about a minute later, and an Undo shows until then. Checking off a step out of order, the closing step, or one with documents still missing asks first and shows exactly what each client will get. "Update several steps" checks off a batch with one review and one message to the client.
- Changed (Nov 1, 2026): If an Undo doesn't go through (for example the connection dropped), the box stays, says “Undo didn't go through” and offers Try again; the countdown to your clients keeps running.
- Changed (Nov 1, 2026): Only done steps show a solid tick; overdue and next steps are coloured rings, and an open closing step is an outline ring with a keyhole. While the Undo box shows, press Z (or Ctrl/Cmd+Z) to undo, and focus stays on the step.
Read the transcript
When a step is done, tick it on the deal's Timeline. Here's what your client sees right away, and what they get by text and email.
The home inspection is done, so Avery clicks the circle next to Home inspection.
A note at the top confirms it's checked off, and the Done count goes up.
On Jamie's phone, the board updates on its own. A note at the top says what just happened, and the ring moves forward.
Happening now moves to the next step: reviewing the inspection and negotiating repairs.
Ticked a step by mistake? Click it again to untick it. Your client isn't sent anything, and their board simply changes back.
Now Avery ticks Home inspection again, and Review inspection and negotiate repairs a few seconds later.
Each tick shows up on Jamie's board right away, and in the bell, with how many steps are complete.
Texts wait a moment after the last tick, so steps ticked close together come as one text. It names both steps, the progress, and the next step with its date.
If a step is unticked before the text goes out, it's simply left out.
Email goes out for key moments, like a new closing date, an appointment or a document request. Ticked steps email at most once a day; the board holds the rest.
And texts never arrive between 9pm and 8am in your client's time zone. Anything that comes up overnight waits until 8am.
That's it: tick a step, and your client's board updates right away, with one tidy text for steps done together.
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.
2:16Moving datesChange the closing date with a preview of what shifts, or upload an addendum.