From Agent Submission to Office Review and Closing
RealDesk connects agent deal work, office review, and closing readiness in one brokerage workflow. Office administrators can see where each transaction stands without chasing email attachments or disconnected checklists.
Key capabilities
- Agent-to-office handoff — Agents submit completed packages; office staff review in Transaction Room.
- Review stages — Track incomplete, in-review, and completed submissions with clear status.
- Closing coordination — Connect approved deal work to payment and closing readiness.
- Brokerage oversight — Leadership sees backlog and throughput across agents and offices.
- Single source of truth — Deal, submission, and review history stay on one record.
Typical workflow
- An agent builds a deal record and prepares required documentation.
- The agent submits the package to Transaction Room for office review.
- Office staff review, request corrections if needed, and advance the deal toward closing readiness.
- Finance and operations staff coordinate commissions, trust, and closing steps on the same deal record.
Expected outcome
Brokerages reduce rework and lost context between agents and office staff. Review happens in a structured queue, and leadership can see which deals are waiting, in progress, or ready for closing coordination.
See the full agent-to-office workflow in RealDesk. Book an intro meeting.