Help / Video tutorials / Agents: running deals
Your data
Download the full record of any deal or all your deals, and export your past clients for your CRM.
1:32 · Captions included · 4 chapters
Updated since this video was made
- A big portfolio (more than 300 deals, or more documents than fit one download) now comes as several ZIP parts: Download all my deal records opens a page with a link for each part. Download every part to have all your deals; each part can be downloaded three times a day.
- Changed (Nov 1, 2026): Download all my deal records includes closed and archived deals and works after your plan ends. Past deals with clients on them (closed or archived) are deleted with your account: Delete account lists them, offers this download, and asks you to tick “I've downloaded my records or don't need them”. Live client deals must be closed or archived first.
Read the transcript
Your deal records are yours to keep. Here's how to download one deal's full record, all your deals at once, and your past clients for your CRM.
On any deal, open the Settings tab.
Near the bottom is Full record: one ZIP with the deal summary, every step and date, the people, messages, who changed what, and every document.
Click Download full record, and the download starts right away, ready for your own files or your brokerage.
Each download is noted in the deal's Activity tab, which clients never see.
For every deal at once, click Settings at the top, then Your data.
Download all my deal records gives you one ZIP, with a folder for each deal and its full record inside. It's worth doing before you leave a team or brokerage, because its deals stay with it.
One click, and it's downloading.
Export past clients makes a spreadsheet of the clients on your closed deals: name, email, phone, property, side, closing date and outcome, ready to import into your CRM.
Click Export past clients, and the CSV file downloads straight away.
There are daily limits: thirty full-record downloads, and three downloads of all your deal records. The past-clients list has no daily limit.
That's your data: one deal from its Settings tab, and everything else from Settings, Your data.
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.
1:42Tick steps and what your client seesCheck off steps as they happen, and see the update and text your client gets each time.