We’ve just launched a new way to collect deposits that’s faster, easier, and fully integrated with your RealDesk workflow. You can now send a secure deposit request email directly to buyers (or other parties). They click the link, connect their bank account, and submit the deposit by EFT — no more paper cheques, bank drafts, or branch visits. Once the payment clears, the funds go straight into your trust account and the deposit is automatically posted in your books.
How It Works
- Go to the Send/Receive Payments page for the deal
- Click Request Deposit
- In the From tab, choose who’s providing the deposit:
- Buyer(s)
- Other
- If the Buyer is a brokerage client, their name and email will auto-fill. (Click Update Client Information to add or adjust contact details if necessary.) Otherwise, enter the name and email address.
- Enter the deposit amount (and edit memo/description if desired)
- Click Send Request
The recipient receives an email with a secure payment link, and can add their bank account details to initiate the funds transfer.
Once submitted, the deposit will appear as “Outstanding” until the EFT clears, at which point the trust account is automatically updated and the bookkeeping entry is created.
Pricing Note
This feature is currently available at no cost while we assess demand and finalize long-term pricing. If a convenience fee is introduced in the future, you’ll receive advance notice — and we’re committed to keeping it lower than comparable services like Payload.