Getting Started

Broker and staff training. Agent documentation covers the agent training track.

• Broker / Staff Basic Training

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

• Module 1 — Introduction (Agent Basic Training)

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

• 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.

• Module 10 — Accounting Basics

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

• QuickBooks Online (QBO) Integration Manual

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