Broker & staff documentation

Training, office review, payments, and admin guides for brokers and back-office staff.

• AI Deal Wizard

  Turn signed contracts into structured deal records with AI-assisted extraction and a guided office workflow.

• Broker / Staff Basic Training

  Ten-module staff training program: realtors, review, conveyance, deductions, payments, offices, lawyers, reports, and accounting.

• Brokerage Dashboard Overview

  See how brokerage leadership monitors deals, listings, referrals, and office workload from a single dashboard.

• Deal Payments Overview

  See how brokerages manage commissions, trust deposits, outbound payments, and deal closing in one workspace.

• Deal Walkthrough (Legacy QBO)

  Sample deal from Send/Receive Payments through matching QuickBooks Online entries and trial balance checks.

• From Agent Submission to Office Review and Closing

  Understand the agent-to-office handoff, review stages, and how brokerages coordinate closing readiness in RealDesk.

• How RealDesk and QBO Work Together

  How RealDesk acts as the system of record and syncs one-way to QuickBooks Online for deal-related entries.

• Managing Deals Across Your Brokerage

  Understand how office administrators monitor deal pipeline, coordinate with agents, and connect deals to office review.

• Managing Listings Across Your Brokerage

  Learn how brokerages track listing inventory, support agents, and connect marketed properties to accepted offers.

• Module 1 — Introduction (Agent Basic Training)

  Module 1: why staff should skim the agent training course before brokerage workflows.

• Module 10 — Accounting Basics

  Module 10: vendor expenses, bank reconciliation, GST/HST returns, and financial statements in RealDesk Accounting.

• Module 2 — Add and Manage Realtors

  Module 2: onboard agents, maintain accounts, teams, and payment details.

• Module 3 — Review Listings and Deals

  Module 3: Transaction Room review, approve submissions, and return incomplete work.

• Module 4 — Create and Send Conveyances

  Module 4: firm deal, Ready to be Sent queue, send conveyance, and locked snapshot.

• Module 5 — Manage Deductions and Expenses

  Module 5: Deduction Manager, Expense Manager, and trackers for commission recovery.

• Module 6 — Pay and Close Deals

  Module 6: receive deposits, pay commissions, and Close File on Payments.

• Module 7 — Create EFT and Cheque Payments

  Module 7: batch EFT payments and print commission cheques.

• Module 8 — Manage Other Brokerages and Lawyers

  Module 8: maintain coop offices, other realtors, and law firm contacts.

• Module 9 — View Financial Stats and Reports

  Module 9: Financial Statistics, Reports hub, and common brokerage analytics.

• Payment and Entry Types (Legacy QBO)

  How RealDesk payment types become journal entries, transfers, bills, and invoices in QuickBooks Online.

• QuickBooks Online (QBO) Integration Manual

  Legacy support manual for brokerages that sync deal financials to QuickBooks Online instead of RealDesk Accounting.

• RealDesk / QBO Setup and Configuration

  Map RealDesk accounting settings and entities to QuickBooks Online chart of accounts and tax codes.

• RealDesk Accounting Overview

  See how brokerages manage trust reconciliation, financial statements, and vendor expenses in an integrated general ledger.

• Reconciliations (Legacy QBO)

  Reconcile trust and general bank accounts in QBO and trust liability in RealDesk.

• Referral Management

  See how brokerages track referral clients, linked referral deals, and documentation across the office.

• Transaction Room Overview

  Learn how office administrators review agent submissions, request corrections, and keep deal review moving.

• Trust Accounting Basics (Legacy QBO)

  Trust accounting concepts for brokerages on the RealDesk QuickBooks Online integration.