Office guide

Module 4 — Create and Send Conveyances

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Part of Broker / Staff Basic Training.

After a deal is firm, the listing agent usually enters lawyer contacts. That creates a conveyance approval in Transaction Room with Ready to be Sent status. Staff then review the conveyance form, send it to cooperating brokerages and lawyers, and the sent snapshot is locked for reference.

Contents

Ready to be Sent in Transaction Room

  1. When a deal goes firm, the listing agent receives an email (RealDesk Transaction Room - Update Your Firm Deal) asking them to submit lawyer/notary contacts and sign the Trade Record Sheet when required.
  2. After the agent saves Lawyer Info, a conveyance row appears in Transaction Room with Ready to be Sent status.
  3. Filter Type to Conveyances and Status to Ready to be Sent.
  4. Click Manage on the row to open the Conveyance Form.

Detail: See for the agent and staff lawyer workflow.

  1. Use the top navigation Search box.
  2. Search by deal number, property address, or client name.
  3. Select the matching result to open Clients / Deals.

Open Conveyance Form

  1. On Clients / Deals, find the deal row.
  2. Click Conveyance Form in the deal toolbar.

Edit Form when needed

  1. On the conveyance report, click Edit Form.
  2. Update lawyer contacts, amounts, or other fields when the agent did not complete lawyer info or the office must correct the editable form.
  3. Save your changes before sending.

Send the conveyance

  1. Return to the conveyance report when the form is ready.
  2. Click Send to open the Send Conveyance modal.

Choose recipients and documents

  1. Confirm Other Brokerage email recipients.
  2. Select each Lawyer who should receive the package.
  3. Under Forms Shared, choose which PDFs go to seller's and buyer's lawyers.
  4. Add an optional Message when your office uses one.

Commission invoices and letters emailed to cooperating brokerages include buyer and seller names (and business names when set), Legal Address when recorded on the deal, and the deal closing date when set, alongside lawyer contact details.

Click Send

  1. When everything is correct, click Send to deliver the conveyance package.

Locked conveyance

  1. After a successful send, the conveyance report shows Locked.
  2. Review the sent snapshot, View Recipients, or Download Form for audit reference.
  3. Use Resend or View/Edit Current Conveyance only when your office policy allows revisions to a sent file.
  4. On Resend, Forms Shared checkboxes reflect which PDFs were included on the prior send so you can adjust only what changed.