Back-office software for Canadian brokerage staff
RealDesk keeps requirements, documents, approvals, commissions, payments and accounting connected to the same transaction. Staff spend less time re-entering information, carrying updates between systems and answering routine requests.
The information entered at the start of a transaction should keep doing useful work until the deal is closed, paid out and reported.
Client, listing, transaction and financial information carries into the next stage instead of being typed into separate files and systems.
Requirements, approvals and outstanding items make the next action visible without reconstructing the file from email.
Commission calculations, deductions, conveyancing, payouts and accounting stay tied to the transaction that created them.
Agents can see current deal and financial information and receive routine documents through their own access.
The transaction record moves with the work instead of becoming another file staff have to maintain.
Capture the agents, clients, property and transaction details the back office needs.
Check requirements, documents and outstanding work in the transaction record.
Prepare commissions, fees, deductions and conveyancing without rebuilding the deal.
Move approved amounts into payments, accounting and current reporting.
Agents can submit and follow their transactions, complete assigned work, sign trade records when commissions are approved, receive monthly expense statements and access current year-to-date financial information and reports. They see the information appropriate to their role, not the brokerage’s entire back office.
RealDesk keeps the controls and history with the transaction, so staff can find the current answer and focus on the work that actually needs intervention.
See what is missing, waiting or ready for review without reconstructing the file from emails and folders.
Give agents, staff, brokers and outside participants access to only the information and actions appropriate to them.
Keep activity and commission versions with the deal so staff can verify the current record and see what changed.
Bring us one representative transaction and the points where staff currently re-enter information, chase status or prepare work in another system. We’ll show how it would move through RealDesk.
