Done-DealDocs
Sign inGet started
Getting Started
  • Welcome to Done-Deal
  • Creating your account
  • Connecting your email and Telegram
  • Your first transaction
  • A tour of Home and Today
  • Using search and managing notifications
Transactions
  • Editing and managing a transaction
  • Understanding transaction stages
  • Using the Board (Kanban view)
  • Reviewing and approving actions in the Feed
  • Using the Today page
  • Using the Calendar
  • Finding your deals: List, Board, and Calendar
  • Managing your Contacts address book
  • Recovering deleted items from Trash
Forms & Contracts
  • The Colorado forms bank
  • Filling out a contract
  • Sending a counterproposal (CP41)
  • Amending or extending a contract (AE41)
  • Inspection objection, resolution, and termination forms
  • Earnest money and closing instruction forms
  • Lead-based paint and brokerage disclosure forms
  • Building and using the clauses library
  • Viewing a contract's history and versions
E-Signing
  • Sending a contract for signature
  • What the signer sees when you send a contract
  • Signing any PDF with Custom Sign
  • Connecting and using DocuSign
Reme — Your AI TC
  • Meet Reme, your AI transaction coordinator
  • Supervised vs. Autonomous modes
  • How Reme classifies risk levels
  • What Reme can do — a tools reference
  • Asking Reme questions about your deals
  • What Reme does after closing
Deadlines & Compliance
  • How deadlines are calculated
  • How compliance checks work
  • Working with tasks and task templates
  • How you find out about an upcoming deadline
Email & Documents
  • How your transaction inbox works
  • Finding and classifying documents
  • Setting up and using the MLS bookmarklet
Clients & Collaboration
  • How your clients use the Client Portal
  • Sharing a property portal link with a client
  • Using Messages to comment on a contract
  • Adding team members and setting their roles
  • Hiring an outside TC through the marketplace
For Brokerages
  • Using the broker dashboard
  • How agent oversight works for brokers
  • Managing brokerage resources and templates
  • Customizing the in-app Resource Center for your brokerage
Account & Billing
  • Plans and pricing
  • Managing your subscription
  • Switching from CTM eContracts
  • Account settings and security
  • FAQ and troubleshooting
  1. Docs
  2. Getting Started

Getting Started

Create your account, connect your email, and run your first transaction.

  • Welcome to Done-DealWhat Done-Deal is, how the pieces fit together, and where to go first — a five-minute orientation for new agents.
  • Creating your accountSign up for Done-Deal, complete the onboarding wizard, and take the interactive tour — everything that happens before your first transaction.
  • Connecting your email and TelegramConnect Outlook or Gmail and link Telegram during onboarding — how Done-Deal sends on your behalf and how Reme reads transaction email.
  • Your first transactionCreate your first transaction in Done-Deal — upload a contract or enter details by hand, and watch the deadlines build themselves.
  • A tour of Home and TodayWhat's on your Done-Deal dashboard — stats, your transaction pipeline, deadlines, and the AI assistant panel.
  • Using search and managing notificationsFind any property or contact with global search, and choose which events email you from Settings → Notifications.
Done-Deal — AI Transaction Coordinator · Built for Colorado Real Estate · Privacy · Terms · support@done-deal.co