Module 2 — Add and Manage Realtors

Part of Broker / Staff Basic Training.

Use Realtors in the left menu to onboard agents, maintain active and inactive accounts, and keep office assignment and tax information current.

Contents

• Open Add Realtor
• Complete Realtor Information and Office
• Address and financial fields
• Save the new account
• Find and edit existing agents
• Teams and payment setup

Open Add Realtor

1. Open Realtors → Add Realtor from the left menu, or click Add Realtor from the active realtors list.
2. Work through the form panels from top to bottom — required fields are marked with an asterisk.

Complete Realtor Information and Office

Realtor Information — enter at minimum:

• First Name, Last Name
• Email — must be unique in the brokerage; used for login
• Phone Number

Optional: Realtor Birthday, PREC when the agent operates as a Personal Real Estate Corporation.

Office — when multi-office is enabled:

• Select Office
• Enter Company Name / Check Payable for PREC agents (used on cheques and T4A)
• Set Agent ID when your brokerage tracks internal IDs
• Confirm Start Date and Contract Date when they differ
• Add Referring Agent 1–3 when referring-agent tracking is enabled — select in order without duplicates

Commission plan starting values (Initial Deals Completed, Initial Commission Earned, Initial Commissions Date) are usually entered by the RealDesk onboarding team when an agent joins mid-year with prior production.

Address and financial fields

Licenses and Memberships — for Local, Provincial, and National rows, enter License / ID Number and Expiry Date. Select local board membership checkboxes when shown.

Address — required mailing address: Address, City, Province, Postal Code, Country.

Financial — Social Insurance # is required for non-incorporated agents. Enter GST/HST Number (or your brokerage tax label) when the agent is incorporated or operates as a PREC.

Feedback (optional) — Submit Feedback URL overrides the brokerage default testimonial link for this agent after closed deals.

Emergency Contact (optional) — name and phone.

Save the new account

• Save — creates the account and returns to the realtors list
• Save & Notify Realtor — creates the account and emails login instructions when Message #1 is enabled under Tools → Messages

Tip: If Save & Notify Realtor is disabled, ask your administrator to enable Message #1.

Find and edit existing agents

1. Open Realtors → Active Realtors or Inactive Realtors.
2. Filter by Office when multi-office is enabled.
3. Type in Search to find agents by name or email — the list refreshes as you type.
4. Click a row to open the agent record for edits: contact details, office, banking, and account status.
5. Use Export (Excel) on the filter bar to download the filtered list with extended fields.

To inactivate an agent, open the record and use the status control your brokerage enables. Restore inactive agents from Inactive Realtors.

Teams and payment setup

After the account exists:

1. Open Realtors → Manage Teams when your brokerage uses teams — assign the agent to a team and team leader as required.
2. On the agent record, maintain EFT banking and credit-card details when your office pays commissions electronically or recovers expenses by card.