Using RealDesk
Training and practical guidance for agents, brokers, and staff.
Agent training
Guides for agents on listings, deals, clients, and the Transaction Room.
Agent Basic Training
Seven-module agent training program: navigation, clients, listings, deals, office review, lawyer info, and financials.
7 modules
Course overview- Module 1 — Navigate the Platform
Module 1: dashboard widgets, left navigation, and where to find clients, listings, deals, and financial tools.
- Module 2 — Add Clients
Module 2: add a client from Transaction Room, corporate and linked clients, and finding clients later.
- Module 3 — Add and Update Listings
Module 3: create and update listings from Transaction Room, FINTRAC, drafts, and office review.
- Module 4 — Add and Update Deals
Module 4: create and update deals from Transaction Room, AI wizard, commissions, agents, conditions, drafts, and firm status.
- Module 5 — Work With Your Office
Module 5: track office review, read feedback, fix incomplete submissions, and resubmit from Transaction Room.
- Module 6 — Lawyer Info and Commission Confirmation
Module 6: send lawyer/notary info from Transaction Room, confirm commissions and TRS, and save.
- Module 7 — Financial Statistics and Reports
Module 7: review agent earnings, expense tracker, deduction tracker, and T4A tax documents.
Broker and staff training
Training and office workflows for brokers and back-office staff.
Broker / Staff Basic Training
Ten-module staff training program: realtors, review, conveyance, deductions, payments, offices, lawyers, reports, and accounting.
10 modules
Course overview- Module 1 — Introduction (Agent Basic Training)
Module 1: why staff should skim the agent training course before brokerage workflows.
- Module 2 — Add and Manage Realtors
Module 2: onboard agents, maintain accounts, teams, and payment details.
- Module 3 — Review Listings and Deals
Module 3: Transaction Room review, approve submissions, and return incomplete work.
- Module 4 — Create and Send Conveyances
Module 4: firm deal, Ready to be Sent queue, send conveyance, and locked snapshot.
- Module 5 — Manage Deductions and Expenses
Module 5: Deduction Manager, Expense Manager, and trackers for commission recovery.
- Module 6 — Pay and Close Deals
Module 6: receive deposits, pay commissions, and Close File on Payments.
- Module 7 — Create EFT and Cheque Payments
Module 7: batch EFT payments and print commission cheques.
- Module 8 — Manage Other Brokerages and Lawyers
Module 8: maintain coop offices, other realtors, and law firm contacts.
- Module 9 — View Financial Stats and Reports
Module 9: Financial Statistics, Reports hub, and common brokerage analytics.
- Module 10 — Accounting Basics
Module 10: vendor expenses, bank reconciliation, GST/HST returns, and financial statements in RealDesk Accounting.
