Office guide

Deal Payments Overview

2 min read

RealDesk helps brokerages coordinate commissions, trust activity, and closing payments in the same workspace that runs deals and office review—so finance and operations staff are not reconciling disconnected spreadsheets.

Key capabilities

  • Deal-level payment workspace — See commissions, trust deposits, and closing-related payment activity tied to each transaction.
  • Office oversight — Brokerage staff monitor payment readiness alongside deal status and office review.
  • Trust and commission alignment — Connect deal closing steps with the brokerage’s payment and accounting workflows.
  • Audit-friendly structure — Payment activity stays linked to deal records for clearer handoffs between operations and finance.
  • Integrated platform — Payments sit next to deals, Transaction Room, and brokerage accounting rather than in a separate tool.

Why offices use it

Brokerages need confidence that commissions and trust movements are tracked with the same deal context agents and office staff already maintain. RealDesk keeps payment coordination inside the transaction workflow instead of bolting on another system.

Sales Demo — Deal Payments overview
Sales Demo — Deal Payments overview
Sales Demo — Create Payments modal
Sales Demo — Create Payments modal

Typical workflow

  1. A deal progresses through office review and toward closing readiness.
  2. Office and finance staff review commission and trust-related activity on the deal.
  3. Closing steps and payment coordination stay tied to the same deal record through completion.

Explore commission and trust payment workflows in RealDesk. Book an intro meeting.