Help Center

Open the deal, go to the People & Access tab, and choose Invite External. Pick the Client role and enter their email. They receive a link that lets them set a password and land straight in their own calm view of the deal — no prices, no internal notes, just their storyline and what's next. Invitations expire after 14 days; you can resend or revoke one at any time from the Invite Outbox.

Yes. Teammates inside your brokerage see every deal in the organization automatically. To bring in the agent representing the other side, invite them as a Co-agent — that turns the deal into a two-sided room. Their side's under-contract tasks, which were previously visible only to your team, are promoted so both agents work the same checklist without duplicating it.

Archiving hides the deal from your dashboard, stops it counting against your plan's active-deal limit, and immediately removes external participants' access. Nothing is deleted — you can restore it from the Archived view, subject to your plan still having room. Permanent deletion is a separate, two-key step: the deal must already be archived, and you must type its address to confirm.

Every new deal is seeded from the built-in pathway template for its side — pre-listing through closed for a listing, pre-approval through closed for a buyer representation. The under-contract checklist is shared by both and is ordered chronologically, not grouped by role. You can add, edit, reorder, and reassign any task on the Tasks & Timeline tab; drag the handle to change the order.

On the deal's Share tab, turn on sharing to activate the public link. The microsite shows progress, what's next, completed milestones, your contact card, and any photos you've added to the gallery — and nothing else. Turning sharing off takes the page down immediately; the link stays reserved for that deal if you turn it back on.

No. Seats count internal members of your brokerage only. Clients, lenders, attorneys, vendors, and co-agents from other brokerages join individual deal rooms as participants and are always free, on every plan.