Help / Video tutorials / Agents: running deals
The Today list
Your Today list puts overdue work first, so you can mark steps done and nudge clients in one place.
1:38 · Captions included · 5 chapters
Updated since this video was made
- Today is now in the main menu, and the dashboard's "Needs you today" panel shows its top items ("Needs you soon" and the Today button are gone, Oct 2026).
- New (Oct 2026): your brief — three sentences on what's urgent, who's waiting and what closes this week — sits at the top of Today (tick “Email me this each morning” to get it in your morning email). “Nudge client” now opens a reminder written for what's missing, to edit before you send.
- New (Oct 2026): “Mark done” asks first when a step is unusual (earlier steps still open, the closing step…) and offers Undo for about a minute before your client is told.
- Changed (Oct 31, 2026): a nudge you send reaches your client from you, “Reminder from <your first name>: <to-do>”, with your words quoted and one button straight to the to-do (“Upload it” when documents are missing).
- Changed (Nov 1, 2026): Rows show just the street (a group that's all one deal names it once, with its closing date). Today updates live and rolls over at midnight, and with no active deals it shows “No active deals yet” with New deal and Try the sample deal.
Read the transcript
Today puts everything that needs you, across all your deals, into one list. Here's how to work through it.
On your dashboard, the Needs you soon panel shows what's due. Click Work through it on Today.
Today covers every active deal you work on. Overdue steps come first, then the next two days.
After the overdue steps come client questions waiting for a reply and uploads to review, then steps due today, tomorrow, and in two days.
Each row says how late the step is and whose it is. This client to-do is three days overdue, and one document is still missing.
Click Nudge client to send your client a reminder right now.
They get an email, plus a text if they've turned texts on. The same step is never nudged twice within two days.
Overdue steps that are yours get Mark done. One click ticks the step off on that deal's timeline, and it drops off the list.
When a client asks you something, it shows here. Click Reply to open the deal's questions and answer them.
A client upload waiting for you shows too. Click Review, then approve it, or send it back with a note.
Click any row to open that step on its deal, ready to edit, schedule, or tick off.
If you're a TC working for several agents, Today covers all of them, with each agent's deals grouped under their name.
That's Today: overdue first, nudge or tick things off right there, then what's coming in the next two days.
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.
1:42Tick steps and what your client seesCheck off steps as they happen, and see the update and text your client gets each time.
2:16Moving datesChange the closing date with a preview of what shifts, or upload an addendum.