Broker / Staff Basic Training

Welcome to RealDesk. This ten-module program (plus an introductory module shared with agents) walks through the core brokerage workflows: managing realtors, reviewing submissions, conveyance, deductions and expenses, paying and closing deals, EFT and cheques, coop offices and law firms, financial reporting, and RealDesk Accounting.

Each module is written so you can complete the session in one place — step list first, then detailed instructions for each step.

Modules

• Module 1: Introduction — Agent Basic Training
• Module 2: Add and Manage Realtors
• Module 3: Review Listings and Deals
• Module 4: Create and Send Conveyances
• Module 5: Manage Deductions and Expenses
• Module 6: Pay and Close Deals
• Module 7: Create EFT and Cheque Payments
• Module 8: Manage Other Brokerages and Lawyers
• Module 9: View Financial Stats and Reports
• Module 10: Accounting Basics