In the past, the model for clients and other parties in RealDesk has had some key limitations:
- Unable to add more than two parties (buyers or sellers) to a deal
- Client and “partner” were added as one client record, and couldn’t be separated
- The other parties to a deal (buyers on a listing deal; sellers on a buying deal) were simply free-typed names, and thus we couldn’t add addresses, phone numbers, or bank accounts for them
Our new release solves all of these issues. You can now add as many clients as you want on a deal; each client is a separate record in our database; and “other parties” can now be added with full contact details, including bank accounts.
We’ve made this quite intuitive, but we also sent out communications to all users, including agents, in advance of the release. You can also watch the short video below to see how this works!
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"}If you see any issues or have any questions about this change, please reach out to RealDesk Support and we'll be happy to help!