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Switching to RealDesk

Switch to RealDesk without losing your deals, financials or history.

We move your active deals, agents, commission plans, year-to-date figures, opening balances and reporting history into RealDesk. We set everything up, train your team and support the launch.

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What happens before launch

  1. Set up RealDesk for your brokerage
  2. Import your agents, deals and history
  3. Set up accounting and opening balances
  4. Train your team and go live

Everything is ready before you switch.

Your brokerage is set up, your data is imported and your opening balances are checked before RealDesk becomes your day-to-day system.

Set up RealDesk for your brokerage

We set up your offices, users, permissions, forms, trust accounts, deductions and commission plans before training begins.

Import your current data

We import your agents, active deals, commission plans, year-to-date figures and agreed history. If something in the source data is unclear, we ask.

Set up accounting

We set up the chart of accounts, enter opening balances and complete the initial reconciliations before launch.

Train your team and launch

We train staff and agents using your brokerage’s actual setup, test the workflows and support everyone through launch.

A typical move takes about four weeks.

The exact timing depends on your current systems, the data being moved and any EFT or payroll applications.

Week 1

Kickoff

Review reports and prepare the training system.

Week 2

Staff training

Train brokers, administrators and bookkeeping staff.

Week 3

Setup and import

Complete setup and import the agreed data.

Week 4

Final checks

Train agents and confirm everything is ready.

Launch

Go live

RealDesk becomes the brokerage’s day-to-day system.

After launch: Daily 15-minute check-ins during the first week, followed by regular check-ins throughout the first month.

Send us the reports. Attend training. We handle the rest.

What we need from you

  • Reports and exports from your current system
  • Attendance at the scheduled training sessions
  • EFT or payroll applications, when included

What RealDesk handles

  • Set up the sandbox and production brokerage
  • Set up users, workflows, commission plans and accounting
  • Import agents, active deals, YTD figures and agreed history
  • Enter opening balances and complete the initial reconciliations
  • Resolve data exceptions and validate the imported records
  • Train each role and support cutover and launch

What brokerages want to know before they switch

The migration plan normally covers the records needed to keep operating: agents and users, active deals, commission plans, year-to-date and commission-year figures, agreed historical deal data, and the financial opening position. The exact source depends on what the current systems can export.

They are prepared for import before cutover and checked in RealDesk. The old and new systems can run side by side during the transition so staff are not rebuilding live files on launch day.

Commission plans, year-to-date totals and commission-year progress are established before launch. RealDesk validates the imported figures against the supplied reports before launch.

RealDesk configures the chart of accounts, records the opening position and completes the initial reconciliations before launch. The objective is to begin in RealDesk from checked balances, not reconstruct the books after cutover.

Brokerage staff and conveyancers train on the full deal workflow. Bookkeepers and accountants train on accounting, reporting and reconciliation. Agents can receive direct training or be trained by the brokerage using a train-the-trainer model.

Yes. Both systems may operate temporarily during migration and cutover, but the normal end state is for transactions, commissions, payments, accounting and reporting to run in RealDesk.

See exactly how your brokerage would move to RealDesk.

Show us the systems you use today and when you want to launch. We’ll explain what gets moved, what we need from you and what RealDesk handles.

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