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ClosedEasy in under 4 minutes
One real deal from start to finish: created from the contract, the client joins, steps get done, documents, a date change and closing day.
3:30 · Captions included · 9 chapters
Chapters
Updated since this video was made
- The dashboard has a new look (Oct 2026): "Deals" in the menu (a sidebar on tablets and computers, with Today and Notifications), a greeting, and four tiles — Active deals, Closing this month, Waiting on someone, Overdue client tasks. Deals show as a table on larger screens, sorted by closing date, with a status such as "Waiting on lender" or "Client task overdue". "Needs you soon" is now "Needs you today", the top of the Today list.
- 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): An uploaded addendum's new purchase price is found too, and applied with the dates when you tick it.
Read the transcript
This is ClosedEasy. It gives your buyers and sellers one live board for their entire escrow, so they always know where things stand.
Let's follow one deal, from the signed contract all the way to closing day.
This is Avery's dashboard. Every deal, how it's doing, and what needs her attention soon.
She starts a new deal, and picks the side she represents.
Then she drops in the signed purchase agreement.
ClosedEasy reads the address, the buyers, the price, and every contract deadline, and asks Avery to check each one against the document.
The form fills itself in. Nothing is saved until she says so.
On the next step, all twelve milestones are already dated, from the contract and the closing day. She can rename, move, or add any of them.
She adds her clients' emails, and Jamie's mobile number. Jamie said yes to texts, so updates go out by text as well as email.
She reviews the deal and creates it. Every invite goes out right away.
Jamie gets the invite by text and by email, so it never gets buried in a crowded inbox.
Jamie, the buyer, gets a personal invite. It shows Avery's name, brokerage, and license number, so it reads as her, and not as spam.
There's no app to download, and no password. Jamie types a six-digit code from email, and joins.
And this is Jamie's board. Progress, days to closing, what's happening now, and exactly what's needed from them.
Back on Avery's side, every step lives on the timeline. When the earnest money lands, she ticks it off.
Jamie's board updates on its own, and a short text says what just happened and what's next. No digging through email.
When Jamie has a question at eleven at night, the assistant on the board answers from their own deal.
It only sees this deal, and anything it can't answer goes straight to Avery.
Need a document? Avery requests it in a couple of clicks, and Jamie gets an upload slot with a due date.
Jamie uploads it right from their phone.
Avery turned on text alerts, so the moment Jamie uploads a document, or asks a question, she gets a text too.
Avery approves it, or sends it back with a note. Reminders and nudges go out automatically.
Closing moved? Avery uploads the signed addendum. ClosedEasy finds the new dates, and shows every change before anything moves.
One click applies it. Every step re-dates, and Jamie is told.
On closing day, Avery closes the deal, and marks how it ended.
Then, when she's ready, one email asks her clients for a review. A settling-in note and a home anniversary note go out later, in her name.
Working with a transaction coordinator? They run the same deals under Avery's name, and her clients still see her.
And brokerages get one command center for every agent, office, and deal, with their brand on every client board.
That's ClosedEasy. Your first two weeks are free, and your clients never pay.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Getting started
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.
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.