Connected back-office software for Canadian real estate brokerages
RealDesk keeps brokers, staff, agents, lawyers and clients connected to the same transaction. Paperwork, approvals, commissions, payments, accounting and reporting all move together.
The payoff is a brokerage that asks less of its people to keep every deal moving.
Agents can receive documents and statements automatically, sign trade records when commissions are approved, and check current financials themselves.
One transaction record drives the next steps, reducing re-entry, file hunting, bank uploads and routine email requests.
Embedded payment workflows keep approvals and payouts tied to the transaction instead of rebuilding the work somewhere else.
Current status, controls and reporting make it easier to see what needs attention without living in every file.
RealDesk brings the whole transaction lifecycle and everyone involved into the same operating environment. That is what makes meaningful automation possible.
One transaction record can carry the work from agent, client, listing and deal creation through review, compliance support, commissions, conveyancing, payments, accounting and reporting.
Brokers, staff and agents work with the same current transaction. Lawyers and clients can receive limited access to view and download the documents intended for them.
With the data and participants already connected, RealDesk can trigger the next steps—documents, approvals, payments, statements, accounting entries and reporting—without recreating the transaction each time.
RealDesk consolidates the systems and workarounds used to run the back office. The tools used for prospecting, marketing and MLS access stay in place.
The record created at the beginning of the deal becomes the operational and financial thread all the way through reporting.
Agents or staff create the people, listing, referral or deal information the brokerage needs.
Requirements, documents, outstanding items, compliance work and approvals stay with the transaction.
RealDesk applies commissions, fees, deductions and conveyancing details, then supports controlled EFT, debit and credit-card payment workflows.
The transaction’s financial activity flows into RealDesk Accounting, reconciliation, tax reporting, statements and management reporting.
Each participant gets role-appropriate access to the same transaction record.
See what is moving, what is waiting and where the brokerage needs attention without opening every file.
Coordinate submissions, reviews, commissions, documents, payments and accounting from the transaction instead of carrying updates between tools.
Submit and follow their deals, sign trade records when commissions are approved, receive monthly expense statements and access current year-to-date financial information and reports.
Use limited access to view and download the documents made available to them without being given access to the brokerage back office.
“My favourite feature is the built-in EFT payment system. With a couple button pushes, we can close a file, pay out the commission to the agent, to the brokerage, and to the cooperating brokerage, while connected to our bank account.”
Kevin Saunders
Broker / Owner
Bring us your current workflow, systems and biggest operational bottlenecks. We’ll show you what RealDesk would replace, what it would work alongside and how the connected process would operate.
