Creating your account

This article walks through signing up, the short setup wizard, and the Get set up videos that follow. Start here if you don't have a Done-Deal account yet, or if you want to know what each step is for.

Sign up

Sign-up takes a few short screens:

1. Answer a few quick questions about how you work. Each one takes a click.
2. Enter your email address and click Continue.
3. On the last screen, fill in Full name, Password and Confirm password, check the box to agree to the Terms of Service and Privacy Policy, and click Create account.

You can also click Continue with Google on the last screen instead of choosing a password. If you signed up from your brokerage's invite link, that button is not shown: use a password so your account joins your brokerage.

Note: Done-Deal then emails you a confirmation link. Open it and click Confirm my email to activate your account. Didn't get it? Check spam, or use the link on the "Check your email" screen to send it again.

The setup wizard

After you confirm your email, a short wizard finishes your setup. A progress bar at the top shows which step you're on. The name you gave when you signed up is already filled in, so you aren't asked for it again.

1. Connect Outlook: connect your Outlook email so Done-Deal can send contracts and Reme can work from your inbox. Calendar sync is a separate switch you can turn on later in Settings. Covered in detail in Connecting your email. Click Skip for now to connect later from Settings.
2. First deal: optionally create your first deal right here: enter a property address and pick Buyer or Seller. Click I'll add my first transaction later to skip. You can always add one later with + New at the top of the screen.
3. Done: a summary of what happens next. Some accounts also see Load sample transaction, which adds a practice deal with real deadlines and tasks before you go to Home.

If Done-Deal doesn't have your name and brokerage yet (for example, you signed in with Google), the wizard starts with one extra step, Your info: confirm your full name and your brokerage. It takes about 30 seconds.

Get set up

While you have steps left, a Get set up item sits at the top of the left menu, with your progress next to it. It opens a short course of videos: filling in your profile, starting your first deal, importing your deals from CTM, a tour of the left menu, a tour of Settings, and meeting Reme. Each step is marked done as you finish it, and the item leaves the menu when you're through.

FAQ

What if I skip connecting Outlook during setup?

Nothing is lost. You can connect Outlook later from Settings → Connections (click Connect on the Outlook Email row). Until email is connected, Reme can't read transaction email or send messages for you.

Does loading the sample transaction affect my real data?

No. It adds a separate practice deal so you can see how deadlines and tasks look before you upload a real contract. Your broker does not see it.

I'm joining a brokerage that already uses Done-Deal. Do I need a brokerage code?

Not if you signed up using your brokerage's invite link: your account is placed in your brokerage automatically. Otherwise, if the wizard shows the Your info step, ask your office admin which brokerage to enter.

I need help signing up.

Email support@done-deal.co and a person will help you.